Dow uses Activities to store Emails and information in CRM, tied to Accounts/Contacts/Leads/Opps. These emails have tons of useful information about our customers, important updates, information about new business, products, markets, etc. When using Copilot Chat in CRM, none of this information is able to be used when asking for updates or other leading questions.
We have pushed all of our Sales users to tag their emails (or any updates for customers) as activities in CRM, but there's no way to access these updates and summarize using AI/Chat. This could be powerful, we just need it to point to the "description" of the activity. Not just the title, not just "yes there is 1 activity for CJO"...we want chat to answer like this:
“what’s going on at CJO this week?”
Copilot:
“CJO is looking to buy 600lbs of XYZ product in September. Dow proposed a two-year contract with a $1MM total reduction in NAA and a minimum 1000MT volume commitment in EU.”
