Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]

Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a ground-breaking AI-powered account summary feature that provides a comprehensive, 360-degree view of each account. But please note this is a preview feature.

This tool helps sales teams work faster and smarter. Instead of wasting time looking through different sources or gathering account details manually, they can now easily get a full view of each account. This lets them focus on what’s most important and interact with customers in a more personalized way. It leads to big improvements in both productivity and customer engagement.

What is the AI-generated Account Summary?

The AI-generated account summary is a powerful feature that consolidates vital customer data into a single, easy-to-read summary. This includes information on buying behaviour, associated opportunities, leads, marketing campaigns, and the latest news about the account. With the help of AI, this feature removes the hassle for sales representatives of sorting through scattered information or manually gathering account details.

Benefits of the AI-Generated Account Summary:

1. Efficiency: Quickly access a comprehensive overview of each account, saving time and effort.
2. Personalization: Engage with customers in a more personalized and targeted manner by understanding their specific needs and behaviours.
3. Prioritization: Easily prioritize work by having all relevant account information at your fingertips.
4. Up-to-date Information: Stay informed with the latest news and updates about each account..… Read More »

The post Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW] first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.