web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

OOB tools for meeting summary insights

(0) ShareShare
ReportReport
Posted on by 10
hi all,
 
I am exploring the out-of-the-box tools currently available for meeting summary insights within the system.
This initiative aims to enable sales teams to efficiently drive next steps, such as opportunity creation, follow-up meetings, and task management, based on outcomes from customer meeting (face to face/phone calls)
If anyone knows of such tools, I would appreciate links or explanations
 
Thanks,
Dan
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Nagaraju_Matta Profile Picture

Nagaraju_Matta 102

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 71 Most Valuable Professional

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 66 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans