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M365 Admin
Dynamics 365 Sales: Improve opportunity context with AI-based data enrichment
When your opportunity data is incomplete or outdated, you may find it challenging to understand deal health and take the right actions. AI-powered data enrichment reduces this friction by analyzing your emails and highlighting gaps in opportunity information and suggesting updates. This feature helps you keep your opportunity data accurate and up to date, increases your confidence in pipeline data, and enables more effective deal reviews and forecasting.
As an admin, you can:
- Specify the criteria for selecting opportunity records that should be enriched.
- Specify whether you want the records to be automatically updated or manually reviewed and approved.
- Review the suggested changes for your opportunity records. The suggestions are generated based on your recent email interactions with customers.
- Read the context behind each suggestion to understand why the update is recommended.
- Choose to accept or reject the suggested updates (in the case of manual process) or revert changes made by the agent (in the case of automated process).
As a seller, you can:
