Provide sellers with conversation insights right where they conduct their daily business
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Feb 15, 2021 |
- |
Business value
Sellers engage frequently with customers through calls, and spend a lot of time logging summary notes of the calls and reading previous call summaries before making contact. Automating this process—presenting a call summary after the call is ended and a short summary of the previous engagement with the customer—will save time that the seller can invest in the sales process, and help the seller and customer pick up the conversation where they left it at their last interaction.
Feature details
This feature will reduce the time spent getting a deep dive into every phone call record in the system, summarizing the topics mentioned in the call and surfacing valuable information that will help the sales process move forward quickly and successfully.