Come prepared to customer engagements
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | 
Feb 1, 2021 |
- |
Apr 30, 2021 |
Business value
Sellers are constantly engaging with their customers and often do that intensively with little time to prepare. Getting the required information about the customer and the relevant deal can be the difference between win and loss.
Feature details
- Meeting from Microsoft Exchange.
- Easy “set regarding” and tracking experience.
- Meeting card augmented with Dynamics 365 lightweight data.
- Assistant cards for regarding record.
- Join Microsoft Teams meeting button.
- Smart lookup (relevant records).