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Message ID: MC1079540
Sales-related insights will soon be available in Teams meeting recaps for all users with a Dynamics 365 Sales license, as well as for those who have previously purchased Viva Sales or Sales Copilot. Until now, accessing these insights in the Teams recap was limited to users with a Copilot for Sales license. This expanded availability will reach general availability on May 31, 2025.
How does this affect me?
When enabled, users can view sales related insights with Copilot for Sales added to a Teams meeting. The following information is available in the meeting recap:
- View a list of post-meeting actions
- Create a CRM task from a meeting recap
- Create a post-meeting summary email
- Save AI-generated meeting notes to CRM
- View a list of follow-up tasks that are created during the meeting
- See questions that were asked during the meeting
- Participant sentiment and statistics
- Keywords mentioned
What action do I need to take?
This message is for awareness and no action is required.
Please review the View sales insights in Microsoft Teams meeting recap article for more information.
Source: Microsoft
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The recent update to Microsoft 365 Copilot for Sales is set to make quite a splash in the world of sales and team collaboration! By expanding access to sales insights in Teams meeting recaps for all users with a Dynamics 365 Sales license, as well as those who have previously purchased Viva Sales or Sales Copilot, this change is sure to enhance productivity and streamline workflows.
For admins, this update means a more unified experience for users, as they can now leverage valuable insights without the need for specialized licenses. It’s like giving everyone a VIP pass to the sales insights party! Admins can expect to see increased engagement and collaboration among team members, as the ability to create CRM tasks, post-meeting summaries, and AI-generated notes becomes more widely accessible.
On the user side, this update is a game-changer. Imagine walking into your next meeting equipped with a recap that not only lists follow-up tasks but also highlights participant sentiment and key questions asked during the discussion. It’s like having a personal assistant who’s always on point! Users can now focus more on building relationships and closing deals, rather than scrambling to remember what was discussed—after all, who hasn’t had that “wait, what did we talk about?” moment?
The impact of these changes will likely be significant. With insights available at their fingertips, teams can make more informed decisions and take action quickly, which is essential in today’s fast-paced sales environment. Plus, the humor in navigating a well-organized meeting recap will surely lighten the mood—because who doesn’t appreciate a little efficiency with a sprinkle of fun?
I encourage everyone to share their thoughts on this update! How do you think it will change your meeting dynamics? Will you be the one leading the charge in your next sales meeting? Let’s hear your insights and experiences! For more engaging discussions and updates, be sure to check out additional posts on mwpro.co.uk.