check before: 2025-04-30
Product:
Copilot, Microsoft 365 Copilot, Teams
Platform:
Online, World tenant
Status:
Change type:
New feature
Links:
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.
Change Category:
XXXXXXX ... free basic plan only
Scope:
XXXXXXX ... free basic plan only
Release Phase:
Created:
2025-04-01
updated:
2025-04-01
Task Type
XXXXXXX ... free basic plan only
Docu to Check
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MS Preperations
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MS Urgency
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MS workload name
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summary for non-techies**
The new Microsoft 365 Copilot feature for Sales, available from April 30, 2025, automatically summarizes Teams meetings and saves the notes directly into your CRM, streamlining the process of note-taking and filing without additional effort.
Direct effects for Operations**
User Experience Disruption
If the feature is implemented without proper training, users may struggle to utilize the new functionality effectively, leading to confusion and decreased productivity.
- roles: Sales Representatives, CRM Administrators
- references: https://www.forbes.com/sites/bernardmarr/2021/01/25/the-importance-of-user-training-in-technology-implementation/
Data Integrity Issues
Without preparation, users may save incorrect or incomplete meeting notes to the CRM, resulting in data integrity issues and impacting sales reporting.
- roles: Sales Representatives, Data Analysts
- references: https://www.dataversity.net/the-importance-of-data-quality-in-business/
Configutation Options**
XXXXXXX ... paid membership only
explanation for non-techies**
XXXXXXX ... free basic plan only
** AI generated content. This information must be reviewed before use.
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Last updated 3 weeks ago
