Enhance sales effectiveness with Microsoft Teams meeting integration
Important
This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Aug 8, 2023 |
Business value
When navigating through a busy week filled with customer and prospect meetings, sellers know how important it is to keep discussions on track and well-informed with the right context. However, juggling customer information and keeping it up to date is a common challenge, leading to less productive conversations and delayed or forgotten updates to the CRM. Now during meetings, Sales Copilot equips sellers with streamlined access to CRM data, right from within Microsoft Teams. Specifically, sellers can view and update the connected CRM record during the meeting—helping them run meetings that better meet customers’ needs, all while keeping records fresh as the conversation unfolds.
Feature details
During a Teams meeting, sellers can:
- Access the Sales Copilot app.
- View the connected CRM record.
- Edit the connected CRM record.
- Copy a link to the connected CRM record.
- Open the connected record details in CRM.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Germany
- Norway
- Singapore
- South Africa
- Switzerland
- United Arab Emirates
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- South America
- Canada
- India
- Japan
- France
- Korea
- China