Gear up for sales meetings with AI-generated preparation notes
Important
This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users, automatically | - | - | 
May 17, 2024 |
Business value
The Meeting insights feature is a game-changer for sales teams. It does the heavy lifting by pulling together all the essential information you need for your meetings, like client backgrounds, opportunities, and key documents. This means no more digging through emails or files for hours. Instead, you get to focus on what really matters: strategizing and connecting with your clients.
By heading into meetings armed with knowledge and insights, you’re more likely to nail those discussions and turn opportunities into wins. It’s all about making every meeting count, driving up sales, and building stronger relationships with your clients. Meeting insights isn’t just a tool; it’s your secret weapon to achieve those sales targets and keep your team on the winning streak.
Feature details
As a seller, you can:
- Import meeting details from Outlook/Exchange into Dynamics 365 Sales.
- Fetch meetings that are coming up in the next 24 hours and the next 7 days.
- Get detailed overviews that include information about the meeting, the associated opportunity, and any open tasks and cases related to that opportunity.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Germany
- Norway
- Singapore
- South Africa
- Switzerland
- United Arab Emirates
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France
- Korea