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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / OOB tools for meeting ...
Customer experience | Sales, Customer Insights,...
Answered

OOB tools for meeting summary insights

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Posted on by DF-06081038-0 13
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
Categories:
Microsoft Dynamics CRM
Dynamics 365 Customer Insights - Data
Dynamics 365 Customer Insights - Journeys
Dynamics 365 Sales
I have the same question (0)
  • Suggested answer
    11manish Profile Picture
    11manish 842 on at
    The most mature out-of-the-box Microsoft solution for converting customer meetings into actionable sales activities is Dynamics 365 Sales with Copilot and
     
    Conversation Intelligence, supplemented by Teams meeting transcripts and Power Automate for workflow automation.
     
    This combination enables sales teams to move seamlessly from customer discussions to opportunities, tasks, and follow-up actions while reducing manual effort.
  • Suggested answer
    Hamza H Profile Picture
    Hamza H 1,997 Super User 2026 Season 1 on at

    The main out-of-the-box option is Dynamics 365 Sales Copilot.

    It provides AI meeting summaries (especially from Teams), extracts action items, and suggests follow-ups like tasks, emails, and opportunity updates.

    For best results, it works mainly with Teams meeting transcripts.

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