CRM Updates: Faster Actions, Smarter Data, and More Insightful AI Summaries

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.