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Update CRM directly from the post-meeting insights page

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically - Mar 2025

Business value

Smartly updating the system of record after a meeting, without switching context, saves sellers valuable time and helps sales organizations keep their business data fresh.

Feature details

As a seller, you can update your CRM directly from the post-meeting insights page by performing the following actions:

  • Save the AI-generated meeting summary points directly to the CRM record.
  • Connect a meeting to the CRM from the meeting summary.
  • Create new records in the CRM.
  • Get suggestions to update specific CRM records fields.

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