check before: 2025-05-05
Product:
Copilot, Microsoft 365 Apps, Microsoft 365 Copilot, Teams
Platform:
Online, World tenant
Status:
Change type:
New feature
Links:
Details:
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.
Change Category:
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Scope:
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Release Phase:
Created:
2025-05-01
updated:
2025-05-01
Task Type
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Docu to Check
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MS How does it affect me
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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**
Microsoft 365 Copilot for Sales will automate the process of taking and saving AI-generated meeting notes directly into your CRM system from Microsoft Teams, providing a summary, full meeting recording, and transcript, and will be available on May 5, 2025.
Direct effects for Operations**
AI-generated meeting notes integration
Without proper preparation, users may experience confusion or errors when trying to save AI-generated meeting notes directly into the CRM, leading to potential data loss or miscommunication.
- roles: Sales Representatives, CRM Administrators
- references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/10/01/introducing-microsoft-365-copilot-for-sales/
Post-meeting notification card functionality
If the post-meeting notification card is not properly integrated, users may not receive the meeting highlights or follow-up actions, resulting in missed opportunities and decreased productivity.
- roles: Sales Representatives, Team Leaders
- references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/10/01/introducing-microsoft-365-copilot-for-sales/
Configutation Options**
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explanation for non-techies**
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** AI generated content. This information must be reviewed before use.
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Last updated 3 weeks ago
