Get valuable AI insights into your customers’ emails and meetings. Use AI to generate summaries of customers’ emails in Outlook and in CRM records, allowing you to quickly review key discussion topics and follow ups. Drill down and find emails where specific topics were discussed. Generate AI in...

At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.

Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.