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Convesational Intelligence not getting data

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Posted on by TySu

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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Manoj - ManoVerse 1,396 Super User 2026 Season 1 on at

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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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11manish 1,117 on at

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Since Conversation Intelligence works in the Sales app (you can manually save summaries and see sentiment/keywords), the core setup and licensing are likely

correct. The issue is probably specific to the Teams Meeting integration.

Things to check:

Teams policies: Ensure meeting transcription and cloud recording are enabled.

Licensing: Verify all relevant users (especially the meeting organizer) have Dynamics 365 Sales Premium and are fully provisioned.

Conversation Intelligence settings: Confirm Teams meeting integration is enabled in Dynamics 365 Sales settings.

Meeting organizer: The organizer may also need the appropriate license and configuration.

Mailbox and synchronization: Verify server-side sync and that meetings are being tracked correctly in Dynamics.

Processing time: Meeting summaries and insights can sometimes take time to appear.

Most likely cause

Because sentiment and keywords are already being generated, the issue is probably related to:

Teams meeting policies,

Meeting organizer configuration,

Meeting tracking into Dynamics, or

User enablement for Teams integration.

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TySu 4 on at

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Thanks for answers.
What I'm looking for is auto-save to CRM for transcripts and summaries.

I've checked all items and they seem to be correctly set, I just need a quick check on:

Mailbox and synchronization: Verify server-side sync and that meetings are being tracked correctly in Dynamics.

What do you mean by user enablement for Teams Integration? Do I need to take any action on user side after I've set up all integration settings?

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