Enhance customer interactions with auto-linked CRM data

Important

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	Aug 2025	-	-

Business value

Although most companies generate a sizable amount of new business from existing customers, only a small fraction of new leads link to existing CRM data. This disconnect results in incomplete context, missed insights, and subpar customer experiences, as sellers and AI agents lack critical information for effective interactions.

With the auto-link capabilities, you can identify additional data about the lead in the CRM from linked contacts and accounts. Sellers get comprehensive visibility into relevant data, and AI agents can process information not only from the lead but also from the linked contact and account, which enhances research outcomes and improves customer interactions.

Feature details

As a seller, you see the following information on the lead insights page:

• Automatically linked contact and account information.
• Enriched information from linked accounts and contacts.
• The ability to de-link an auto-linked record and manually link another record if needed.

Sales AI agents analyze information across linked accounts and contacts for high effectiveness.