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| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users, automatically | - | 
Jul 29, 2024 |
Oct 20, 2024 |
Business value
In the fast-paced world of sales, you often work on multiple accounts at the same time. It can be challenging to stay on top of all your accounts and efficiently gather relevant information. With the Account summary feature, you can access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news about an account through the power of AI. This feature enables you to quickly research an account.
You no longer need to spend excessive time shifting through scattered information or manually compiling account details. You can quickly access a comprehensive overview of each account, prioritize your work effectively, and engage with customers in a more personalized and targeted manner.
Feature details
As an admin, you can:
- Enable Copilot Account summary for any Dynamics 365 application.
- Configure the entities and fields to use for creating the account summary.
As a seller, you can:
- Get a 360-degree view of your account, which uses all the data associated with the account.
- View a summary of the associated opportunities.
- Know about the associated leads.
- Learn the latest news about the account.
Geographic areas
This feature is released into the following Microsoft Azure geographic areas:
- Germany
- Norway
- Singapore
- South Africa
- Switzerland
- United Arab Emirates
- Sweden
- Qatar
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France
- Korea
Additional resources
Summarize an account (docs)