Microsoft 365 Copilot for Sales - Easily save meeting notes to CRM following Teams meetings

Informational

Message ID

MC1044953
View in Admin Center

Services

Dynamics 365 Apps

Details

We are announcing the easily save meeting notes to CRM following Teams meetings feature for Microsoft 365 Copilot for Sales. This feature enables you to save meeting notes directly to your CRM after a meeting, without the need to switch contexts. This feature will reach general availability on April 30, 2025.

How does this affect me
As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the Sales button to see sales-related insights. Select Save to CRM to update your CRM by performing the following actions:
  • Save the AI-generated meeting summary directly to CRM. You can review and edit the summary prior to saving.
  • Link the meeting summary to an out-of-the-box entity or custom entity of your choice.
Meeting summaries are saved to the description field of the appointment in CRM for the sales team to access.

What do I need to do to prepare?
This message is for awareness and no action is required.