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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Jul 31, 2024 |
Business value
Users need to use multiple modules in their daily work to look up information like customer activities. By using this summarization feature, users get a summary of the relevant data for the selected customer directly on the page, instead of switching among pages. With this feature, users can quickly determine the actions to take and improve business operation efficiency.
Feature details
This feature provides a comprehensive summary of the status and selective insights for each customer on the customer page.
On the customer page, this feature aggregates and analyzes data from various sources, including customer invoices, payments, sales orders, sales agreements, outstanding invoices, and delayed order lines. This data set helps identify anomalies and potential risks.
You see the summarized information, which offers valuable insights into each customer's financial activities, at the top of the customer page for easy access and review. With this information, you can manage risks proactively and make informed decisions.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Additional resources
Customer page summary (docs)
Create and maintain customers (learn)