Provide meeting summary and follow-ups to create CRM tasks
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 by admins, makers, or analysts | Aug 2024 | Oct 2024 |
Business value
As agents are talking to customers, they can now save time on documenting the discussion and action items. Copilot for Service will now provide meeting summaries and action items in integration with the Teams recap, providing all the service-specific follow-up items. Agents can also create CRM tasks right from the Teams recap section.
Feature details
Capabilities that will be enabled through this feature:
- Service-specific summary and follow-up items will be provided in the Teams recap if the user has used Copilot for Service in the meeting.
- CRM tasks can be created from the follow-up items right from the Teams recap, helping agents take the next actions right away.
- Access to the call's recording and transcript will be available to agents.
- The meeting summary can be saved back to the CRM system.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
- United States