Use AI-powered insights to guide your customer conversations


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.


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jan 23, 2023 - To be announced

Business value

AI-powered actionable insights help sellers be more efficient and effective in sales interactions. Sales leaders can use aggregated customer interaction views and seller or team behaviors to understand how their sales strategies perform in the field, react to any shifts in the markets, and coach their sales teams more effectively.

Feature details

  • Question analysis: Get a better sense of a seller's effectiveness by analyzing engagement and discovery questions used across calls.
  • Public preview of call categorization: Easily find relevant calls by filtering out immaterial calls such as voicemail and other types of calls without essential content.
  • Localization enhancements: Release and enhance support for new languages and locales (Hebrew native).

See also

Optimize sales conversation follow-ups in two easy steps (blog)

View and understand call summary page in the Sales Hub app (docs)