![Microsoft 365 Copilot for Sales – Get automated insights for seamless customer meeting preparation [MC1065649]](https://mwpro.co.uk/wp-content/uploads/2024/08/pexels-d123x-792289-1024x683.webp "Microsoft 365 Copilot for Sales - Get automated insights for seamless customer meeting preparation [MC1065649] 1")
Message ID: MC1065649
We are announcing the Get automated insights for seamless customer meeting preparation feature for Microsoft 365 Copilot for Sales. This feature delivers automated insights directly in Teams. With a pre-meeting prep card, you’ll stay informed about key opportunities, past interactions, and strategic action items. This feature will reach general availability on May 5, 2025.
How does this affect me?
This feature streamlines meeting preparation by providing out-of-the-box AI-generated insights in a pre-meeting prep card. The prep card includes:
- Meeting Essentials: Key details such as title, time, participant acceptance status, and agenda.
- Matched opportunity and account: Identifies and connects relevant CRM records as well as key attributes of the opportunity from CRM.
- Recent communications: Summarized insights from past customer meetings, even those you missed.
- Key contacts: A list of relevant CRM contacts attending the meeting.
- Strategic insights: Identifies key risks, follow-up actions, and crucial discussion points from previous meetings.
What do I need to do to prepare?
This message is for awareness and no action is required.
Source: Microsoft
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![Updates available for Microsoft 365 Apps for Current Channel [MC1065618]](https://mwpro.co.uk/wp-content/uploads/2024/08/pexels-pacific-749147-150x150.webp "Updates available for Microsoft 365 Apps for Current Channel [MC1065618] 3")
The announcement of the new automated insights feature for Microsoft 365 Copilot for Sales is certainly a game-changer for both admins and users alike! With its rollout on May 5, 2025, we can expect a significant transformation in how we prepare for customer meetings.
For admins, this update means less time spent worrying about the logistics of meeting prep and more focus on strategic initiatives. The automated insights will streamline processes, allowing for greater efficiency in managing customer relationships. Imagine being able to provide your team with key details, past interactions, and strategic action points—all at the click of a button. It’s like having a personal assistant who never takes a coffee break!
Users, on the other hand, will revel in the ease of accessing essential meeting information. The pre-meeting prep card is designed to be user-friendly and filled with valuable insights, such as meeting essentials, matched opportunities, and even a summary of recent communications. No more scrambling to remember what was discussed last time or who to follow up with—it’s all laid out neatly for you. It’s as if you have a crystal ball for customer meetings, minus the ominous fog!
The impact of these changes is likely to be profound. Not only will it enhance productivity, but it will also foster better communication and collaboration within teams. With everyone on the same page, we can expect to see improved customer interactions and potentially increased sales.
So, what do you think? Will this feature transform your meeting prep routine? Share your thoughts and experiences in the comments below! And for more insights and updates, don’t forget to check out other posts on mwpro.co.uk. Let’s keep the conversation going—after all, who doesn’t love a good chat about tech advancements?