MC921442 – Microsoft 365 Copilot for Sales – Post meeting AI-generated thank you emails for customer follow up

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check before: 2024-11-30

Product:

Copilot, Microsoft 365 Copilot, Teams

Platform:

Online, World tenant

Status:

Change type:

New feature

Links:

Details:

We are announcing the post meeting AI-generated thank you emails for customer follow up feature for Microsoft Copilot for Sales. This feature enables you to send a follow-up email with a single click, leveraging high quality AI-generated post meeting notes. This feature will reach general availability on November 30, 2024.

Change Category:
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Scope:
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Release Phase:

Created:
2024-10-30

updated:
2024-10-30

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**

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Direct effects for Operations**

AI-generated email drafts
If the feature is implemented without proper preparation, users may experience confusion due to poorly generated email drafts that do not accurately reflect meeting notes, leading to miscommunication with customers.
   - roles: Sales Representatives, Customer Support Agents
   - references: https://www.forbes.com/sites/bernardmarr/2023/10/01/how-ai-is-changing-the-way-we-work/?sh=5c1c1e3e7c3b, https://www.gartner.com/en/information-technology/insights/artificial-intelligence

Email management experience
Without adequate training or preparation, users may struggle with the new email management interface, resulting in delays in sending follow-up emails and potential loss of customer engagement.
   - roles: Sales Representatives, Marketing Teams
   - references: https://www.mckinsey.com/business-functions/mckinsey-digital/our-insights/how-ai-is-transforming-the-way-we-work, https://www.bbc.com/news/technology-58605280

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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