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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
The daily meeting prep notification helps you work more efficiently by giving you one summary of your upcoming sales meetings each day. This feature shows key insights in advance, including participant details, strategic context, and next-best actions. It removes the need for manual preparation, saves time, and helps you enter each conversation with confidence and clarity.
For the business, this feature boosts seller productivity by cutting down on context switching and fragmented preparation efforts. It leads to higher-quality customer interactions, better pipeline progression, and deal conversion. It also lowers operational overhead from ad hoc meeting prep tools or fragmented CRM usage.
Admin-level configurability lets you align the feature with your organizational rhythms and helps prevent notification fatigue. The feature still delivers critical insights that drive better outcomes.
Feature details
A daily meeting prep notification gives sellers a summary of their upcoming meetings in a structured format. The daily card holds key insights for the next five sales meetings, organized by meeting date. Each meeting shows the title, agenda, date and time, and meeting length. Sellers can select a link to open the Teams meeting. A link to help prepare for the meeting sends a new adaptive card with pre-meeting details for that meeting.
Admins set the daily time for sending the meeting digest. They can also turn the digest on or off for the whole environment.
