![Microsoft 365 Copilot for Sales – Easily save meeting notes to CRM following Teams meetings [MC1044953]](https://mwpro.co.uk/wp-content/uploads/2024/08/pexels-chevanon-325044-1024x683.webp)
Message ID: MC1044953
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 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.
What do I need to do to prepare?
This message is for awareness and no action is required.
Source: Microsoft
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The recent announcement regarding Microsoft 365 Copilot for Sales and its new feature for easily saving meeting notes to CRM is a game-changer for both admins and users. Imagine being able to seamlessly update your CRM directly from the post-meeting recap page on Teams—no more juggling between multiple screens or losing your train of thought while trying to document important insights!
For sellers, this means a smoother workflow. You can now save AI-generated meeting summaries right to your CRM, which not only saves time but also reduces the risk of missing critical information. The ability to review and edit these summaries before saving adds an extra layer of control, ensuring that the details captured are accurate and relevant. Linking the summary to specific entities makes it even more tailored to your needs. It’s like having a personal assistant who never takes a coffee break!
From an admin perspective, this update simplifies processes and enhances data accuracy. With less manual entry and context-switching, teams can focus more on strategy and less on administrative tasks. Plus, the integration of AI tools like this one can help improve overall team productivity—something every admin loves to see!
Overall, the impact of these changes is likely to be significant. It streamlines operations, increases efficiency, and ultimately leads to better sales outcomes. And let’s be honest, who doesn’t appreciate a little extra help from technology?
I encourage everyone to share their thoughts on this update. How do you think this feature will change your day-to-day tasks? Will it free up time for more strategic initiatives? Let’s get the conversation going! For more insights, check out other posts on mwpro.co.uk.