Streamline sales process with sales document 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 Jul 2024 - Nov 2024

Business value

As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This is a time-consuming task and leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs as per the BANT (Budget, Authority, Need, and Timeline) framework.

Feature details

As a seller, you can:

  • Get a summary of the documents associated with your contact, opportunity, lead, and account.
  • Use the summary to understand the budget, authority (decision maker), need, and timeline based on various documents.
  • Get recommendations about the next best action based on your last activity.