Dynamics 365 Sales – Enhance customer interactions with auto-linked CRM data
From Microsoft 365 Message Center Archive by Merill Fernando · Microsoft may not have sent this notice to your tenant.Rollout
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What the notice says
Microsoft’s text, safely structuredWe are announcing the ability to enhance customer interactions with auto-linked CRM data in Dynamics 365 Sales. How does this affect me? With this feature, the Sales Qualification Agent finds and auto-links a matching contact and account for each lead it researches so it can process information not only from the lead, but also from the linked records. Sales Qualification Agent analyzes information across linked accounts and contacts to enhance research outcomes and improve customer interactions. This feature is automatically enabled when you turn on Sales Qualification Agent in Dynamics 365 Sales. As a seller, you see the following information on the lead insights page:
- Automatically linked contact and account information.
- Enriched information from linked accounts and contacts.
- The ability to de-link an auto-linked record and manually link another record if needed.
What action do I need to take? This message is for awareness, and no action is required. If you would like more information on this feature, please visit Enhance customer interactions with auto-linked CRM data.
What changed
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