Gear up for sales meetings with AI-generated preparation notes

Enabled for Public preview Early access General availability
Users, automatically - - May 17, 2024

Business value

The Meeting insights feature is a game-changer for sales teams. It does the heavy lifting by pulling together all the essential information you need for your meetings, like client backgrounds, opportunities, and key documents. This means no more digging through emails or files for hours. Instead, you get to focus on what really matters: strategizing and connecting with your clients.

By heading into meetings armed with knowledge and insights, you’re more likely to nail those discussions and turn opportunities into wins. It’s all about making every meeting count, driving up sales, and building stronger relationships with your clients. Meeting insights isn’t just a tool; it’s your secret weapon to achieve those sales targets and keep your team on the winning streak.

Feature details

As a seller, you can:

  • Import meeting details from Outlook/Exchange into Dynamics 365 Sales.
  • Fetch meetings that are coming up in the next 24 hours and the next 7 days.
  • Get detailed overviews that include information about the meeting, the associated opportunity, and any open tasks and cases related to that opportunity.

Enhanced meeting overview

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

Prepare for upcoming sales appointments (docs)