Holistic customer view in one place

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Nov 30, 2020 -

Feature details

With the integration of conversation data and insights into Dynamics 365, sellers will be able to forget about forgetting and losing data, save time on every engagement, talk with customers in their own language, and be able to show exactly where and how they contributed to landing a deal. The increase in sellers' focus will have customers engaging them with greater willingness. Managers and sales enablement teams will conduct searches taking into account conversational attributes and be able to educate newcomers and evangelize conversation best practices across the sales organization.

See also

View and understand call summary pages (docs)