AI-generated meeting summaries

Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Sales Copilot changing to Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically - Dec 31, 2023

Business value

Effortless follow-up and streamlined communication with customers increase meeting effectiveness and deal closure for sellers by prioritizing next steps.

Feature details

Sales best practices suggest summarizing customer meetings with action items and follow-up dates. Sales Copilot reduces manual work for sellers, making it easy to track information, efficiently share notes, and include relevant action items and follow-ups from prior meetings with customers.

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
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

See also

View and understand the meeting summary (docs)