check before: 2025-05-31
Product:
Copilot, Microsoft 365 Copilot, Teams
Platform:
Online, World tenant
Status:
Change type:
New feature
Links:
Details:
We are announcing the Get automated insights for seamless customer meeting preparation feature for Microsoft 365 Copilot for Sales. This feature delivers automated insights directly in Teams. With a pre-meeting prep card, you'll stay informed about key opportunities, past interactions, and strategic action items. This feature will reach general availability on May 31, 2025.
Change Category:
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Scope:
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Release Phase:
Created:
2025-05-01
updated:
2025-05-08
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 in Microsoft Teams acts as a digital assistant by automatically preparing a "pre-meeting prep card" that compiles essential information such as meeting agendas, participant lists, summaries of past interactions, CRM data, and strategic insights to ensure thorough preparation for meetings.
Direct effects for Operations**
User Experience Degradation
If the new automated insights feature is implemented without proper training or preparation, users may struggle to adapt to the new interface and functionalities, leading to confusion and decreased productivity during meetings.
- roles: Sales Representatives, Customer Support Agents
- references: https://www.forbes.com/sites/bernardmarr/2021/05/10/the-impact-of-ai-on-business-and-the-future-of-work/, https://www.gartner.com/en/information-technology/insights/ai-in-business
Data Overload
Without adequate preparation, users may be overwhelmed by the volume of information presented in the pre-meeting prep card, making it difficult to identify key insights and action items, potentially leading to missed opportunities.
- roles: Sales Managers, Marketing Teams
- references: https://hbr.org/2020/01/the-data-overload-problem, https://www.mckinsey.com/business-functions/mckinsey-digital/our-insights/the-analytics-advantage
Configutation Options**
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Data Protection**
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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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change history
| Date | Property | old | new |
| 2025-05-08 | MC Messages | We are announcing the Get automated insights for seamless customer meeting preparation feature for Microsoft 365 Copilot for Sales. This feature delivers automated insights directly in Teams. With a pre-meeting prep card, you'll stay informed about key opportunities, past interactions, and strategic action items. This feature will reach general availability on May 5, 2025. | We are announcing the Get automated insights for seamless customer meeting preparation feature for Microsoft 365 Copilot for Sales. This feature delivers automated insights directly in Teams. With a pre-meeting prep card, you'll stay informed about key opportunities, past interactions, and strategic action items. This feature will reach general availability on May 31, 2025. |
| 2025-05-08 | MC Last Updated | 04/30/2025 20:08:43 | 2025-05-07T19:52:12Z |
Last updated 6 days ago
