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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | preview | General availability |
|---|---|---|
| Users, automatically | - | Jun 2025 |
Business value
Eliminate the hassle of manually logging meeting notes. Copilot for Sales streamlines post-meeting workflows by letting you save AI-generated meeting summaries directly into your CRM without switching context. This feature ensures that you effortlessly document critical insights, reduces administrative tasks, and helps sales teams stay focused on closing deals.
Feature details
Copilot for Sales delivers a post-meeting notification card in Teams. The card gives you a concise summary of your customer meeting and seamless follow-up actions. The notification includes:
- Meeting highlights – AI-generated summary that captures key discussion points.
- Direct link to Teams recap – Access to the full meeting recording, transcript, and detailed insights.
- One-click CRM save – Ability to save AI-generated meeting notes directly into your CRM, such as Salesforce, without switching apps.
When you add the Copilot for Sales app to your meeting and record and transcribe the meeting, you get the post-meeting notification card after your meeting ends.
With this feature, sales professionals can quickly capture and save key insights in CRM. This capability ensures that every conversation contributes to a well-documented and actionable sales pipeline.
