| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Nov 5, 2024 |
Business value
As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This time-consuming task leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs according to the BANT (Budget, Authority, Need, and Timeline) framework.
Feature details
As a seller, use Copilot chat to:
- Get a summary of the documents stored in SharePoint that you can access.
- Get a summary of the documents associated with your contact, opportunity, lead, and account.
- Use the summary to understand the budget, authority (decision maker), need, and timeline based on various documents.
Watch the demo to learn how to use the feature.
This feature is automatically enabled with Copilot in Dynamics 365 Sales. For more information about enabling Copilot in Dynamics 365 Sales, see Turn on and set up Copilot in Dynamics 365 Sales.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Additional resources
Boost seller productivity with document summary by Copilot in Dynamics 365 Sales (blog)