- Microsoft Copilot for Sales is set to be released in October 2024.
- It will use sentiment analysis to log and categorize objections during meetings and provide instant responses.
- Meeting summary notes generated by AI can be saved to CRM from the post meeting recap tab in Teams.
- Teams will prompt users to send out "Thank you and next steps" emails with AI-generated summaries and action items after meetings.
- Users are advised to double-check the information generated by Copilot, especially regarding names or product functionality.
- Opportunities in CRM can be created from AI-generated meeting summaries starting in November 2024.
- The Copilot for Sales pane in Outlook will collect communication data with contacts, including summaries of emails and meetings.
- Users can use Copilot in OneNote to summarize notes and save them to CRM without changing applications.
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