Increase seller productivity with lead profile summaries in Dynamics 365 Sales

Important

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	General availability
Admins, makers, marketers, or analysts, automatically	Jul 2024	-

Business value

For sellers to maximize the number of qualified leads or deals closed, it's important that they spend their time with leads and contacts with the highest likelihood of conversion. Obtaining this clarity involves looking across a growing number of customer touchpoint signals that sellers often don't have access to (such as website visits or store visits), nor have time to analyze.

Now, Microsoft Copilot for Sales includes an insight from Customer Insights - Data. When sales reps are assigned a new lead, they can get an insight based on the customer's recent activities right in their flow of work and get a full picture of who the lead is and why they were qualified.

Feature details

The Microsoft Copilot for Sales feature provides an insight based on customer activities from Customer Insights - Data to help sellers maximize the number of qualified leads or deals closed by providing important intent signals right in their workflow.

With this release in Dynamics 365 Sales, sellers can get insight based on recent customer activities from Customer Insights - Data to help them understand a lead's sentiment, interest, or engagement over time so that the seller can better engage with the lead.

Geographic areas

This feature will be released into the following Microsoft Azure geographic area:

• United States

See also

Enrich Sales lead summaries with an insight from Customer Insights - Data (docs)