Microsoft 365 Copilot (Sales agent): Capture insights and action items from Teams sales calls
The Sales agent captures insights and action items from Teams calls and ties them to sales records, reducing manual note-taking.
How to do it
- Use the Sales agent in your Teams customer meeting
- Review captured insights after the call
- Save the action items to the CRM record
Source
Source: Microsoft · https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction · Page updated Oct 13, 2026
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