Know your account better with AI-generated account summary

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	May 31, 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.

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
• Brazil
• Canada
• India
• Japan
• France
• Korea

See also

Summarize an account (docs)