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Gear up for sales meetings with AI-generated preparation notes

Enabled for Public preview Early access General availability
Users, automatically - - May 17, 2024

Business value

The Meeting insights feature simplifies preparation for sales teams by gathering all the essential information for your meetings, such as client backgrounds, opportunities, and key documents. With this feature, you don't need to spend hours digging through emails or files. Instead, you can focus on what really matters: strategizing and connecting with your clients.

When you enter meetings with knowledge and insights, you're more likely to succeed in discussions and turn opportunities into wins. This feature helps make every meeting count, drives sales, and builds stronger relationships with your clients. Meeting insights isn't just a tool; it's your secret weapon to achieve sales targets and keep your team on a winning streak.

Feature details

As a seller, you can:

  • Import meeting details from Outlook or Exchange into Dynamics 365 Sales.
  • Fetch meetings that come up in the next 24 hours and the next seven days.
  • Get detailed overviews that include information about the meeting, the associated opportunity, and any open tasks and cases related to that opportunity.

Enhanced meeting overview

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Prepare for upcoming sales appointments (docs)