Microsoft 365 Copilot for Sales – Save AI-generated meeting notes into CRM directly from Microsoft Teams

Originally posted by Microsoft May 5, 2025 Uncategorized 0 Comments

We are announcing the Save AI-generated meeting notes into CRM directly from Microsoft Teams feature for Microsoft 365 Copilot for Sales. This feature allows you to save AI-generated meeting summaries directly into your CRM without switching context. This feature will reach general availability on May 5, 2025.

How does this affect me?

This feature delivers a post-meeting notification card in Teams, providing a concise summary of your customer meeting along with seamless follow-up actions. This notification card includes:

  • Meeting highlights: AI-generated summary capturing key discussion points.
  • Direct link to Teams recap: Access the full meeting recording, transcript, and insights in detail.
  • One-click CRM save: Save AI-generated meeting notes directly into your CRM without switching apps.

What do I need to do to prepare?

This message is for awareness and no action is required.

Message ID: MC1065646

Comments are closed.

Joao Ferreira

I've been working with Microsoft Technologies over the last ten years, mainly focused on creating collaboration and productivity solutions that drive the adoption of Microsoft Modern Workplace.

%d bloggers like this: