Microsoft 365 Copilot for Sales – Save AI-generated meeting notes into CRM directly from Microsoft Teams
We are announcing the Save AI-generated meeting notes into CRM directly from Microsoft Teams feature for Microsoft 365 Copilot for Sales. This feature allows you to save AI-generated meeting summaries directly into your CRM without switching context. This feature will reach general availability on May 5, 2025. How does this affect me? This feature delivers a post-meeting notification card in Teams, providing a concise summary of your customer meeting along with seamless follow-up actions. This notification card includes: Meeting highlights: AI-generated summary capturing key discussion points. Direct link to Teams recap: Access the full meeting recording, transcript, and insights in detail. One-click CRM save: Save AI-generated meeting notes directly into your CRM without switching apps. What do I need to do to prepare? This message is for awareness and no action is required. Message ID: MC1065646
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