View Teams meeting recaps in recent communications
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Enabled for | Public preview | General availability |
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Users, automatically | - | Aug 19, 2024 |
Business value
For effective communication, it's important to have a comprehensive understanding of past correspondences with the customer. With this enhancement, you can directly navigate to recaps of meetings in Teams from the Recent communication card in the Copilot for Sales side pane in Outlook. This lets you quickly catch up on what was discussed with the customer.
Feature details
In June, we shipped a Recent communication card in the side pane in Outlook showing recent emails and meetings with an external customer. The Recent communication card also provided sellers the ability to see summaries of recent emails. Now we are providing an analogous ability for recent meetings. From the Recent communication card, you can directly navigate to recaps of Teams meetings involving the customer. This release also includes support for recurring meetings.
Teams meetings shown in the Recent communication card that have a recap available now show a View recap button. This opens the meeting recap in Teams. You can quickly catch up on recent discussions with the customer.
This capability is available in:
- Copilot for Sales product area: Outlook