Microsoft 365 Roadmap
RM567003Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources
Summary
Walking into a customer meeting with incomplete context can mean missed risks, overlooked issues, and conversations that fall flat. With access to richer data, like service tickets, directly in your meeting prep, you can spot open issues and opportunities before the conversation starts. This insight helps you engage more meaningfully, build stronger relationships, and drive better sales outcomes.