Create CRM tasks from meeting summary

You can convert the suggested action items in a meeting summary to a task and save it in CRM directly from Teams.

Create a Dynamics 365 task from a follow-up

1. Open a meeting summary and go to the Recap tab.

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.

   

Create a Salesforce task from a follow-up

1. Open a meeting summary and go to the Recap tab.

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.