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<title>MC1044953 - Microsoft 365 Copilot for Sales - Easily save meeting notes to CRM following Teams meetings</title><style type="text/css">  table.msg {     width: 100%;     margin: 0 auto;     clear: both;     border-collapse: collapse;     border-spacing: 0;     display:table; }   table.msg th {     font-weight: bold;     background-color: #0A2F64;     color: white;     padding: 5px }  tr.msgO {     font-weight: bold;     background-color: #F2F2F2;     padding: 5px;     text-align: center }  table.msg td {     padding: 10px 18px;     border-bottom: 1px solid #111; }  table.msg td, th {border: 1px solid #CCC}  body {     margin: 5px;     font-family: Segoe UI,Frutiger,Frutiger Linotype,Dejavu Sans,"Helvetica Neue",Arial,sans-serif;      font-size: small; }  </style>
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<table class='msg'><tr><th colspan=7 style='font-size:x-large;'>Microsoft 365 Copilot for Sales - Easily save meeting notes to CRM following Teams meetings</th></tr><tr><th>ID</th><th>Workload</th><th>Category</th><th>Classification</th><th>Severity</th><th>Start Time</th><th>Last Updated</th></tr><tr class='msgO'><td>MC1044953</td><td>Dynamics 365 Apps</td><td>Stay Informed</td><td>New feature</td><td>normal</td><td>31-Mar-2025 12:15</td><td>31-Mar-2025 12:19</td></tr><tr><td colspan=7>
<br /><b>Update:</b> 31-Mar-2025 12:19
<br />We are announcing the <a target="_blank" href="https://aka.ms/ADO9706">easily save meeting notes to CRM following Teams meetings</a> feature for Microsoft 365 Copilot for Sales. This feature enables you to save meeting notes directly to your CRM after a meeting, without the need to switch contexts. This feature will reach general availability on April 30, 2025.
<br /><b>How does this affect me</b>
<br />As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the <b>Sales</b> button to see sales-related insights. Select <b>Save to CRM</b> to update your CRM by performing the following actions:<ul><li>Save the AI-generated meeting summary directly to CRM. You can review and edit the summary prior to saving.</li><li>Link the meeting summary to an out-of-the-box entity or custom entity of your choice.</li></ul>Meeting summaries are saved to the description field of the appointment in CRM for the sales team to access.
<br /><b>What do I need to do to prepare?</b>
<br />This message is for awareness and no action is required.</td></tr></table>
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