Know your account better with AI-generated account summary


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 May 2024 - -

Business value

In the fast-paced world of sales, sellers often work on multiple accounts simultaneously. It can be challenging to stay on top of all the accounts and gather relevant information efficiently. With the account summary feature, sellers can now access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, and the latest news about an account through the power of AI.

Sellers no longer need to spend excessive time sifting through scattered information or manually compiling account details. They can now quickly access a comprehensive overview of each account, enabling them to prioritize their work effectively and engage with customers in a more personalized and targeted manner.

Feature details

With these enhancements, sellers can:

  • Get an overview of the account and quickly understand the key information.
  • View a summary of associated opportunities.
  • View a summary of associated leads.
  • Learn the latest news about an account.

Screenshot of the Copilot account summary.

Screenshot of the Copilot account summary along with opportunities list for the account.

Screenshot of the Copilot account summary in Copilot side pane with account record in context.

Geographic areas

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

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • South America
  • Canada
  • India
  • Japan
  • France
  • Korea
  • China