NewMicrosoft Copilot (Microsoft 365) · Microsoft Teams
Microsoft Copilot (Microsoft 365): Link meetings to CRM records automatically with AI
A new AI-driven feature will automatically link meetings to CRM records, reducing manual data entry and surfacing relevant deal insights during meeting preparation. This is available in public preview with general availability expected.
Key dates
- 2024 — preview (In development)
Microsoft's description
This feature saves you time by automatically connecting your meetings to the correct CRM records. You have the right deal insights at your fingertips when preparing for customer conversations, so you can focus less on updating records and more on selling with confidence and context.