MC1096179 – Microsoft 365 Copilot for Sales – Get AI-powered insights with enhanced pre-meeting card

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check before: 2025-06-16

Product:

Copilot, Microsoft 365 Copilot, Teams

Platform:

Online, World tenant

Status:

Change type:

New feature

Links:

Details:

We are introducing an AI-enhanced pre-meeting card in Microsoft 365 Copilot for Sales to help you prepare for customer meetings with insights on opportunities, accounts, and past interactions. This feature will reach general availability on June 16, 2025.

Change Category:
XXXXXXX ... free basic plan only

Scope:
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Release Phase:

Created:
2025-06-17

updated:
2025-06-17

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 introduces an AI-enhanced pre-meeting card that provides a comprehensive briefing document with meeting details, CRM insights, and communication summaries to enhance preparation for client meetings, and it will be available on June 16, 2025.

Direct effects for Operations**

AI-enhanced Pre-meeting Card Implementation
Without proper preparation, users may experience confusion or misalignment during meetings due to lack of familiarity with the new AI-generated insights, leading to ineffective communication and decision-making.
   - roles: Sales Representatives, Team Leaders
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/10/01/introducing-microsoft-365-copilot-for-sales/, https://www.forbes.com/sites/bernardmarr/2023/09/25/how-ai-is-transforming-sales-and-marketing/

Integration with Existing CRM Systems
If the integration of the pre-meeting card with existing CRM systems is not adequately prepared, users may face data discrepancies or incomplete information, resulting in poor customer engagement and missed opportunities.
   - roles: Sales Representatives, CRM Administrators
   - references: https://www.salesforce.com/products/crm/what-is-crm/, https://www.forbes.com/sites/bernardmarr/2023/09/25/how-ai-is-transforming-sales-and-marketing/

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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