Advanced and critical business insights for any customer interaction to enable sellers to be more data driven


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Mar 31, 2022 - Apr 22, 2022

Business value

The more data driven sellers are, the more deals they'll close. And the less time sellers spend on data entry into their CRMs, the more time they can spend on selling. Get points of interest within seconds with more business insights derived across search, calls, and emails with KPI trends, a new executive summary, and more.

Feature details

  • Executive summary for two-party calls.
  • Automatic language switching during calls.
  • View-as functionality, to impersonate another user to troubleshoot conversation intelligence stand-alone app.
  • Expose comments on call timeline.

Screenshot of view-as settings.

Screenshot of executive summary.

Screenshot of comments on timeline.