Navigating the demanding landscape of sales can be quite a challenge. However, the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a groundbreaking AI-powered account summary feature that provides a comprehensive,360-degree view of each account. (This is currently available as a preview feature.)

This tool helps sales teams work faster and smarter. Instead of spending time searching through
various sources or manually gathering account details, they can now easily access a full view of each account. This allows them to focus on what matters most—building meaningful, personalized
interactions with customers. The result? Significant improvements in both productivity and customer engagement.

What is the AI-generated Account Summary?

The AI-generated account summary is a game-changing feature that brings together all the key
details about a customer in one simple, easy-to-read summary. It gives sales teams insights into
buying habits, current opportunities, active leads, marketing campaigns, and even the latest news
about the account. Powered by AI, this tool takes away the struggle of digging through scattered
information or gathering account data manually, making it easier for sales reps to focus on building stronger customer relationships.

Benefits of the AI-Generated Account Summary:

Save Time: Get a complete view of each account in seconds, cutting down on effort and boosting efficiency.

Personalized Connections: Understand your customers better to create tailored, meaningful
interactions.

Work Smarter: Focus on what matters most by having all the important account details in one place.

Stay Updated: Keep up with the latest news and updates for every account effortlessly.

Configuring the Account AI-Generated Summary in Dynamics 365 Sales

To set up the AI-generated Account Summary, follow these simple steps:

1. Open Sales Hub: Launch the Sales Hub app.
2. Go to Settings: Click on App Settings in the left menu.
3. Turn on Copilot: Look for Copilot in the settings and click on it.
4. Enable Preview Features: Check the box that says, “Try our newest preview features…” to make sure the account summary feature is available.



5. Manage Apps: In the Manage Apps section of the Sales Hub, set Chat to “Yes”.

By following these steps, we will enable the AI-generated account summary feature, allowing
us to leverage AI to get a comprehensive view of our accounts.

Understanding Account Previews: Properties and Settings

In Dynamics 365 Sales, the Account entity offers a detailed overview with two key tabs. Let’s explore the features and settings available in each tab to better understand its capabilities.

Summary Tab

The Summary tab provides a streamlined grid view where you can customize the fields displayed in the account summary. Here’s how you can configure it:

• Record Type: Set this to Entity to define the type of data displayed.
• Fields: Choose between 4 to 10 fields to appear in the summary. These fields play a key role in showcasing the most important account information at a glance.

Adding and Removing Fields

• Add a Field: Simply click the Add Field button to include a new field in the summary.
• Remove a Field: Hover over a field in the grid to reveal the delete icon, then click it to remove the field.
• Field Purpose: The fields you select will define the data displayed in the account summary,allowing you to create a focused view of the most important details.

Customizing Related Information

You can personalize the account view further by adding or removing related details. Choose from
these four options:

• Enriched Key Info: Highlights essential details like the joining date and other selected fields.
• Opportunities:Displays all open opportunities tied to the account.
• Leads:Shows leads connected to the account.
• Cases:Lists active cases associated with the account.

This customization ensures that your account summary presents the most relevant and actionable
insights.

Recent Changes

Stay Updated with Recent Changes

Easily track updates with a detailed log of all recent modifications made to the account, ensuring you’re always in the loop.

How to Use the AI-Generated Account Summary

Follow these steps to unlock the power of the AI-generated account summary:

1. Navigate to the Account Entity:

Open the Sales Hub and select the Account you want to view.

2. Open Copilot:

Locate Copilot on the right side of the account form and open it to access its powerful
features.

3. Generate the Summary:

In the Copilot chat, simply type “Summarize Account” to create a detailed summary. This will
showcase key account information, highlight selected fields, and provide insights into related
data such as opportunities, leads, and cases—all in one place.



View Related Information

Get a complete picture of related data with ease.

• Explore Opportunities, Leads, and Cases: Click the dropdown arrow next to the related
  information to expand the list.
• Generate Summaries: Hover over any item and click the Summarize button to view detailed
  insights for opportunities, leads, or cases connected to the account.

Conclusion

The AI-generated account summary in Dynamics 365 Sales is a true game-changer for sales teams. By consolidating all key customer data into a simple, easy-to-read format, it saves valuable time and increases efficiency. This tool ensures that sales reps always have the most current account
information at their fingertips, making it easier to engage with customers in a more personalized and meaningful way. As AI technology continues to evolve, tools like this will become even more
indispensable in driving business success.