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Customer experience | Sales, Customer Insights,...
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Convesational Intelligence not getting data

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Did any of you manage to set it up for Teams Meeting?
I followed all the guidance from Set up the conversation intelligence app | Microsoft Learn and still cannot get it working.

I have Sales app working properly, I can save manually summary in sales app to Dynamics 365 (and even see the sentiment and keywords in Sales tab in meeting recap).

I'm running users with D365 Sales Premium.

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  • Suggested answer
    ManoVerse Profile Picture
    1,240 Super User 2026 Season 1 on at
    CI does work for Teams meetings, but full insights (sentiment, keywords, transcript) stay in Teams Sales app , In Dynamics 365, you only get summary/notes if you manually or auto-save to CRM , It works best when meetings are created/linked from a D365 record
     

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