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Stay on top of your lead with AI-generated lead summary

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically Jul 28, 2023 - Oct 20, 2023

Business value

Sellers spend a lot of time gathering and understanding information about new leads. Sellers find it difficult to know if the leads come from existing contacts or accounts, and whether they have any existing relationship with those customers.

With the enriched data from Dynamics 365 Sales, Bing news, and LinkedIn, sellers can tailor their approach to be more personalized and effective, leading to a higher likelihood of closing deals. With AI-powered lead summaries, sellers can now access a quick overview of leads from various sources. This feature saves time and effort and ensures that sales teams focus on the most promising leads, leading to increased seller productivity and efficiency.

Feature details

With these enhancements, you'll be able to:

  • View an AI-powered summary of a lead.
  • Flag if the lead is from any existing contact and account within the CRM.
  • Read the latest news about the associated account.
  • Find the LinkedIn profiles of the prospects.

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 opportunity or a lead (docs)