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This article helps you understand the default attributes used to generate summaries in Copilot in Dynamics 365 Sales.
Opportunity summary
To generate the opportunity summary, Copilot in Dynamics 365 Sales uses the following attributes in each section of the summary. Learn about the attributes in detail.
Key value pairs attributes
To generate the key value pairs in the opportunity summary, Copilot uses the following attributes:
| For open opportunity | For closed opportunity |
|---|---|
estimatedvalue |
actualvalue |
estimatedclosedate |
actualclosedate |
parentcontactid |
parentcontactid |
parentaccountid |
parentaccountid |
Example:
For open opportunity:
Est. revenue: $10,000.00
Est. close date: 9/10/2024
Contact: Maria Campbell (sample)
Account: Fabrikam, Inc. (sample)For closed opportunity:
Actual revenue: $25,000.00
Actual close date: 10/11/2024
Contact: Jim Glynn (sample)
Account: Coho Winery (sample)
Quote attributes
The opportunityid attribute connects the quote and opportunity tables.
Copilot generates the following quote summary based on the parentcontactid attribute in the opportunity table:
When the
parentcontactidattribute is available, the summary statement is as follows:So far, you shared
totalcount(total number of quotes) withparentcontactidfor this opportunity, with the latest one sent oncreatedon(date of the last created quote). This quote fortotalamount(total amount of last quote) is valid untileffectiveto(effective date of last quote).Example: So far, you shared 1 quote with Maria Campbell (sample) for this opportunity, with the latest one sent on 8/22/2024 6:42 AM.
When the
parentcontactidattribute isn't available, the summary statement is as follows:So far, you shared
totalcount(total number of quotes) for this opportunity, with the latest one sent oncreatedon(date of the last created quote). This quote fortotalamount(total amount of last quote) is valid untileffectiveto(effective date of last quote).Example: So far, you shared 1 quote for this opportunity, with the latest one sent on 8/22/2024 6:42 AM.
Product information
The opportunityid attribute connects the opportunity product and opportunity tables.
Copilot generates the following product information summary based on the number of products associated with the opportunity:
When only one product is associated with the opportunity, the summary statement is as follows:
There is one product,
productname(latest product in the opportunity), in this opportunity with a value oftotalamount(total amount of the opportunity). The opportunity budget isbudgetamount(budget amount of the opportunity) but the estimated revenue that can potentially be generated from the opportunity isestimatedvalue(estimated value of the opportunity).Example: There is one product, Laser printers, in this opportunity with a value of $500.00. The opportunity budget is $30,000.00 but the estimated revenue that can potentially be generated from the opportunity is $10,000.00.
When multiple products are associated with the opportunity, the summary statement is as follows:
There are
totalCount(number of products in the opportunity) products in this opportunity with a combined value oftotalamount(total amount of the opportunity) and the top two products by value areproductname(name of the product with the highest value) andproductname(name of the product with the second highest value). The opportunity budget isbudgetamount(budget amount of the opportunity) but the estimated revenue that can potentially be generated from the opportunity isestimatedvalue(estimated value of the opportunity).Example: There are 3 products in this opportunity with a combined value of $3,000.00 and the top two products by value are 3D printers and Laser printers. The opportunity budget is $30,000.00 but the estimated revenue that can potentially be generated from the opportunity is $10,000.00.
Stakeholder information
Generate stakeholder information based on the contacts associated with the opportunity. Copilot gets the contact information by getting stakeholders for the opportunity. Copilot checks which stakeholders are common in the other opportunities connected to the same parent account. These stakeholders are contacts connected to the opportunity by the entity connection with the role stakeholder.
Depending on the number of stakeholders associated with the opportunity, Copilot generates the following stakeholder summary:
When only one stakeholder is associated with the opportunity, the summary statement is as follows:
contact(name of the contact) is a common stakeholder forcount(number of opportunities) other opportunity associated with the account.Example: Jim Glynn (sample) is a common stakeholder for 1 other opportunity associated with the account.
When two or more stakeholders are associated with the opportunity, the summary statement is as follows:
contact1andcontact2(name of the contacts) are common stakeholders forcount(number of opportunities) other opportunity associated with the account.Example: Jim Glynn (sample) and Paul Cannon (sample) are common stakeholders for 1 other opportunity associated with the account.
Account history information
Generate account history information from the closed opportunities associated with the account. Copilot gets the account history information by getting the parent account of the opportunity and then getting the closed opportunities associated with this account.
Depending on the closed opportunities associated with the account, Copilot generates the following account history summary:
On an account with closed opportunities, the summary statement is as follows:
parentaccountid(name of the parent account) has been a customer that has spent overactualvalue(sum of all closed opportunities) with us sincecreatedon(first opportunity closed date with parent account).parentaccountid(name of the parent account) operates in theindustrycode(account's primary industry) industry sector and provides a wide selection of products in its stores and online.Example: Fourth Coffee (sample) has been a customer that has spent over $22,469.39 with us since 7/20/2024. Fourth Coffee (sample) operates in the Food and Tobacco Processing industry sector and provides a wide selection of products in its stores and online.
On an account with zero closed opportunities, the summary statement is as follows:
parentaccountid(name of the parent account) has been a customer with us sincecreatedon(date of account creation).parentaccountid(name of the parent account) operates in theindustrycode(account's primary industry) industry sector and provides a wide selection of products in its stores and online.Example: Blue Yonder Airlines (sample) has been a customer with us since 8/9/2024 9:00 AM. Blue Yonder Airlines (sample) operates in the Consulting industry sector and provides a wide selection of products in its stores and online.
Purchase history information
Generate purchase history information from the closed opportunities associated with the parent account of the opportunity. Copilot gets the parent account of the opportunity and then gets the closed opportunities associated with this account.
The following statement is generated based on the opportunities associated with the account:
Our last successful opportunity with parentaccount (name of the parent account) for lastclosedopportunity (name of the last closed opportunity in the parent account) was worth actualvalue (total value of the last closed opportunity). We successfully closed count (number of closed opportunities for the account) opportunities with them so far from a total of count (number of all opportunities).
Example: Our last successful opportunity with Fourth Coffee (sample) for 10 orders of Product SKU JJ202 (sample) was worth 88. We successfully closed 1 opportunity with them so far from a total of 2.
Opportunity stage update
Copilot updates the opportunity stage based on the audit history of the opportunity. It retrieves the audit history within the last two months (top 200 records) for the opportunity.
userid (name of the user) updates the opportunity stage from oldstepname (name of the previous stage) to newstepname (name of the new stage) on createdon (updated date).
Example: Kenny Smith updated the opportunity stage from 3-Propose to 2-Develop on 8/22/2024 6:57 AM.
Account summary
To generate the account summary, Copilot in Dynamics 365 Sales uses the following attributes in each section of the summary.
Account history
Copilot generates account history information based on the closed opportunities associated with the account. It retrieves the closed opportunities associated with the account.
Based on the closed opportunities associated with the account, Copilot generates the following account history summary:
On an account with closed opportunities, the summary statement is as follows:
accountName(name of the account) has been a customer that has spent overSum.ClosedOpportunities.actualvalue(total value of closed opportunities of the account) with us sinceaccount.createdon(date on which the account is created).accountName(name of the account) operates in theaccount.industrycode(account's primary industry) industry sector and provides a wide selection of products in its stores and online.Example: Contoso has been a customer that has spent over $25,000.00 with us since 8/9/2024 9:00 AM. Contoso operates in the Consulting industry sector and provides a wide selection of products in its stores and online.
On an account with zero closed opportunities, the summary statement is as follows:
accountName(name of the account) has been a customer with us sinceaccount.createdon(date on which the account is created).accountName(name of the account) operates in theaccount.industrycode(account's primary industry) industry sector and provides a wide selection of products in its stores and online.Example: Contoso has been a customer with us since 8/9/2024 9:00 AM. Contoso operates in the Consulting industry sector and provides a wide selection of products in its stores and online.
Purchase history
Purchase history information comes from the closed opportunities associated with the account. Copilot gets the closed opportunities associated with the account.
The following statement is generated based on the opportunities associated with the account:
Our last successful opportunity with account (name of the account) for account.lastclosedopportunity (name of the last closed opportunity for the account) was worth account.lastclosedopportunity.actualvalue (last closed opportunity's actual value). We successfully closed account.closedopportunities.count (number of closed opportunities for the account) with them so far from a total of account.allopportunities.count (number of all opportunities).
Example: Our last successful opportunity with Contoso for 1 Café BG-1 Grinder for Alpine Ski House was worth $10,000. We successfully closed 10 with them so far from a total of 25.