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Easily save meeting notes to CRM following Teams meetings

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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

Business value

Keeping the CRM up to date after meetings is essential for providing the sales team with the visibility they need to close deals faster. However, the inability to save meeting notes to CRM from Teams often leads to missed or delayed updates due to the sellers' busy schedules.

With Copilot for Sales, you can effortlessly save meeting notes directly to your CRM right after a meeting, without the need to switch contexts. This not only saves time but also ensures that your organization's business data remains up to date and accurate.

Feature details

As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the Sales button to see sales-related insights. Select Save to CRM to update your CRM by performing the following actions:

  • Save the AI-generated meeting summary directly to CRM. You can review and edit the summary prior to saving.

  • Link the meeting summary to an out-of-the-box entity or custom entity of your choice.

Meeting summaries are saved to the description field of the appointment in CRM for the sales team to access.

Copilot for Sales meeting recap

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea