Message CenterNew feature

MC1044953 — Microsoft 365 Copilot for Sales - Easily save meeting notes to CRM following Teams meetings

MC1044953Dynamics 365 AppsstayInformedUpdated: 31 March 2025

We are announcing the easily save meeting notes to CRM following Teams meetings feature for Microsoft 365 Copilot for Sales. This feature enables you to save meeting notes directly to your CRM after a meeting, without the need to switch contexts. This feature will reach general availability on April 30, 2025. How does this affect me 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...

Applies to: Dynamics 365 Apps
Source: mc.merill.net — data via Merill Fernando's open archive (MIT).