Improve seller efficiency through digest of meetings and action shortcuts
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | Mar 2025 | May 2025 |
Business value
As a seller, you spend a significant amount of time and effort going over your calendar at the end of the day or week, following up on meeting tasks and updating your CRM system. This digest will help you save time and effort by compiling a summary of all recent meetings with action items and shortcuts to high value actions such as saving notes to the CRM system, updating CRM entries, and more. You can use this digest to update the CRM system and complete meeting follow-ups, instead of going meeting-by-meeting on your calendar.
Feature details
With the introduction of meeting digests, you can choose whether you want to receive a recap notification for each meeting individually or instead receive a daily or weekly digest that provides an aggregate view of recent meetings. The digest will:
- Include a brief summary of each meeting and a link to the recap and recording.
- Provide shortcuts to actions such as creating follow-up tasks and saving meeting notes to the CRM system for each meeting.
- Highlight meetings that you missed where you were mentioned by name.
You'll be able to opt in to the digest using the Settings tab in the Copilot for Sales personal app. You'll be prompted to do so by a one-time Teams notification from Microsoft 365 Copilot for Sales explaining the feature. You can also choose whether the digest is sent daily or at the end of the week.