Drive seller productivity with a seamless experience between Dynamics 365 and Microsoft Teams meetings
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | 
Apr 20, 2022 |
- | - |
Business value
While running Microsoft Teams meetings, sellers now have access to sales records they can reference to have contextually relevant conversations with prospects and customers, as well as streamlined note-taking capabilities that enable sellers to save time, be more productive, and drive more revenue while providing organizations with far better data. Additionally, real-time conversation intelligence will enable sellers to conduct more valuable and meaningful customer conversations.
Feature details
As a seller, you can:
- Create and join Microsoft Teams meetings directly from Dynamics 365.
- Access and update sales records seamlessly within the context of a Microsoft Teams meeting.
- Capture notes seamlessly during a Microsoft Teams meeting, and have these notes automatically sync to records in Dynamics 365.
- Leverage premium conversation intelligence for real-time call analysis and insights during a Microsoft Teams meeting.