We’ve released several improvements to the CRMs in Partner Center and Business App help teams work faster, understand customer data more accurately, and get richer insights from AI.

Improved “Summarized with AI” Insights

The “Summarized with AI” button now pulls from a much deeper context—not just early discovery notes.

What’s improved

• Clearer, more meaningful insights
• Stronger opportunity signals
• A more accurate picture of relationship status
• Summaries that reflect the full history and context of each company

Why it matters You get a faster, more complete understanding of each account, helping teams prioritize follow-up and identify opportunities with confidence.

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Take More Actions from any List

Complete more work directly from static or smart lists—no need to open individual records.

What's improved What you can do in bulk:

• Add tags
• Send SMS messages
• Trigger AI actions
• Create tasks
• Send emails

Why it matters You reduce clicks and save time by acting in bulk or automatically to keep your pipeline moving with less friction.

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System Views Sync Across Devices

Your customized activity feed settings—such as filters or display preferences—are now stored in the cloud.

Why it matters Your workflow stays consistent whether you’re on desktop, laptop, or a different browser. No more resetting your view each time you log in.

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More Accurate Business Categories

We’ve replaced broad labels like “Store” or “Restaurant” with richer, more detailed categories.

Why it matters Better categorization leads to:

• More accurate reporting
• Better segmentation
• Stronger AI outputs that reflect the real nature of each business

This upgrade improves the quality of insights across the entire CRM.