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Easily save meeting notes to CRM after Teams meetings

Enabled for preview General availability
Users, automatically Apr 25, 2025

Business value

Keeping the CRM up to date after meetings is essential for giving the sales team the visibility they need to close deals faster. However, busy schedules often prevent sellers from saving meeting notes to CRM from Teams, which leads to missed or delayed updates.

With Copilot for Sales, you can save meeting notes directly to your CRM right after a meeting without switching contexts. This capability not only saves time but also keeps your organization's business data current and accurate.

Feature details

As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the Sales button to see sales-related insights. Select Save to CRM to update your CRM by performing the following actions:

  • Save the AI-generated meeting summary directly to the CRM. You can review and edit the summary before saving it.
  • Link the meeting summary to a standard or custom entity.

The app saves meeting summaries to the description field of the appointment in the CRM, so the sales team can access them.

Save Teams meeting AI summary to CRM

Geographic areas

We're releasing this feature in the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

Additional resources

Save AI-generated meeting notes to CRM (docs)