Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]
![Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]](https://www.inogic.com/blog/wp-content/uploads/2024/09/Get-AI-Generated-360-Degree-View-of-Account-Summary-in-Dynamics-365-Sales.png "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.… 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.
Published on:
Learn moreRelated posts
How Dynamics 365 Sales Agents Are Changing Sales Teams
For the past few years, Copilot has helped sellers work faster by drafting emails, summarizing records, and suggesting next steps. But with th...
Dynamics 365 Sales – Get integrated inbound and outbound calling with Sales Hub dialer
We are announcing the ability to get integrated inbound and outbound calling with Sales Hub dialer in Dynamics 365 Sales. This feature will re...
Dynamics 365 Sales – Engage leads with deeper knowledge by connecting any data source to Sales Development agent
We are announcing the ability to engage leads with deeper knowledge by connecting any data source to a Sales Development agent in Dynamics 365...
Dynamics 365 Sales – Connect Fabric Lakehouse data to AI‑powered sales research
We are announcing the ability to connect Microsoft Fabric Lakehouse data to AI-powered sales research in Dynamics 365 Sales. This feature will...
Dynamics 365 Sales – Find, filter, and sort using natural language with smart grid
We are announcing the ability to find, filter, and sort records using natural language queries directly within smart grid through Copilot Sear...
Dynamics 365 Sales – Boost decision making by using Visualize with Copilot
We are announcing the ability to boost data-driven decision making using Visualize with Copilot in Dynamics 365 Sales. This feature will reach...
Org. Chart Dynamics 365 Sales
Dynamics 365 Sales – Improve opportunity context with AI-based data enrichment
We are announcing the ability to improve the context for opportunities with AI-based data enrichment in Dynamics 365 Sales. This feature will ...
Dynamics 365 Sales – Modern, in-flow email template picker for Sequences
We are announcing a modern, in-flow email template picker for Sequences within Dynamics 365 Sales. This feature will reach general availabilit...
Dynamics 365 Sales – Get additional Dataverse storage capacity
We are announcing additional Dataverse storage capacity for Dynamics 365 Sales. This change will reach general availability on April 15, 2026....