check before: 2025-05-31
Product:
Copilot, Microsoft 365 Copilot, Microsoft Viva Sales, Teams
Platform:
Online, World tenant
Status:
Change type:
New feature
Links:
Details:
Sales-related insights will soon be available in Teams meeting recaps for all users with a Dynamics 365 Sales license, as well as for those who have previously purchased Viva Sales or Sales Copilot. Until now, accessing these insights in the Teams recap was limited to users with a Copilot for Sales license. This expanded availability will reach general availability on May 31, 2025.
Change Category:
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Scope:
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Release Phase:
Created:
2025-05-22
updated:
2025-05-22
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 is expanding access to sales insights in Teams meeting recaps to all users with a Dynamics 365 Sales license or those who have purchased Viva Sales or Sales Copilot, effective May 31, 2025, enabling automated task creation, summary emails, and AI-generated notes in CRM systems.
Direct effects for Operations**
Access to Sales Insights
Without proper preparation, users may experience confusion or frustration due to the sudden availability of sales insights in Teams meeting recaps, leading to potential misuse or misinterpretation of the data.
- roles: Sales Representatives, Team Leaders
- references: https://aka.ms/ADO10688
Increased Meeting Complexity
The introduction of new features like AI-generated meeting notes and CRM task creation may overwhelm users unfamiliar with these tools, resulting in decreased productivity and user satisfaction.
- roles: Sales Representatives, IT Support
- references: https://aka.ms/ADO10688
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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Last updated 3 weeks ago
