View sales related insights in Microsoft Teams meeting recap

Microsoft Copilot for Sales includes all the capabilities within Copilot for Microsoft 365 to provide users with valuable insight to help support customer engagements. The combined Copilot experience within products like Microsoft Teams really help support sellers with the power of Copilot in Teams and the Copilot for Sales role specific capabilities in a seamless 'better together' design. The experience shows summarized meeting insights, generated meeting recaps, and much more to enable sellers to grow customer relationships and close deals.

License requirements

To view sales related insights in Microsoft Teams meeting recap, you need one of the following licenses:

• Microsoft Copilot for Sales premium
• Microsoft Teams Premium and Microsoft Copilot for Sales standard

Note

If you have the Copilot for Sales standard license, see View and understand the meeting summary.

Prerequisites

• Copilot AI features must be turned on in your environment
• Copilot for Sales app must be added to the meeting
• Meeting must be transcribed

Supported languages

To see a list of supported languages, see supported languages.

View sales related insights in meeting recap

You can view meeting recap if a meeting is recorded and transcribed. With Copilot for Sales added to the Teams meeting, you can view sales related insights in the meeting recap.

To view sales related insights, open the meeting recap in Teams, select the down-arrow next to Transcript, and then select Sales.

The following information is available:

• Follow-up tasks: View a list of follow-up tasks that are created during the meeting. You can also create a task in CRM by selecting Create task.

• Questions: Displays questions that were asked during the meeting. It helps you to identify if your sellers are asking the right questions to understand customer needs. Questions are grouped by the person who asked them. When you select a question, the video jumps to the point in the conversation where the question was asked.

• Participant statistics: View a list of participants (from inside and outside your organization) and the following statistics:

  • Talk to listen ratio: Displays the average ratio of talk time to listen time. It helps you to identify if your sellers are talking too much or too little during customer calls. It also helps you to identify if your sellers are listening to customers and understanding their needs.
  • Switches per conversation: Displays the average number of switches between a sales rep and customer in a conversation, meaning the number of times the conversation switched from one person to another. It helps you to identify if your sellers are engaging with customers during conversations.
  • Avg. pause: Displays the average pause time before a sales rep speaks during a conversation. It helps you to identify if your sellers are interrupting their customers before they are done talking or do they have enough patience.
  • Longest monologue: Displays the longest time a customer spoke during a conversation. It helps you to identify if your sellers are giving enough time to customers to speak and express their needs.

• Keywords mentioned: Displays keywords that were mentioned during the meeting. Keywords are grouped as per the following categories:

  • Brands: Names of brands that were mentioned during the meeting.
  • Times: Time periods mentioned during the meeting.
  • People: Names of people mentioned during the meeting.
  • Others: Other keywords mentioned during the meeting.

  If you have tracked keywords and competitors in your CRM, they are also displayed in this section.

Note

If you start and stop a meeting recording multiple times, sales insights are not generated.

Create a CRM task from meeting recap

1. Open a meeting recap in Teams and view sales related insights.

2. Find the follow-up item for which you need to create a task, and then select Create task.

3. Add or update the following information:

   Item	Description	Required
   Subject	Name of the task	Yes
   Owner	Who will complete the task; if it isn't you, you can assign someone else	Yes
   Connected to	A record that provides information about the task; select from accounts and opportunities that are associated with the email's recipients	No
   Due date	The date by which the owner should complete the task	No
   Description	Text snippet of the follow-up item; you can change it if needed. Note: A link to the meeting is populated automatically in this field.	No

   

4. Select Create.

   After you've created a task, Create task changes to Open task. Select Open task to open the task in your CRM.

See also

Meeting recap in Microsoft Teams
Intelligent productivity with Microsoft Teams Premium