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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Sales agent meeting su...
Microsoft Dynamics 365 | Integration, Dataverse...
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Sales agent meeting summary and sales insights

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Posted on by CU21070523-0 14

Guys, does anyone know how to create Sales Insights from a Teams meeting using a Sales Agent and automatically save them to the related Opportunity, without any manual intervention?

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Dynamics 365 general
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