{"id":10763,"date":"2025-04-01T02:01:29","date_gmt":"2025-03-31T17:01:29","guid":{"rendered":"https:\/\/m365jp.net\/?p=10763"},"modified":"2025-04-01T02:04:39","modified_gmt":"2025-03-31T17:04:39","slug":"mc1044953-microsoft-365-copilot-for-sales-easily-save-meeting-notes-to-crm-following-teams-meetings","status":"publish","type":"post","link":"https:\/\/m365jp.net\/index.php\/2025-04-01-mc1044953-microsoft-365-copilot-for-sales-easily-save-meeting-notes-to-crm-following-teams-meetings","title":{"rendered":"MC1044953 | Microsoft 365 Copilot for Sales – Easily save meeting notes to CRM following Teams meetings"},"content":{"rendered":"
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MC1044953 | Microsoft 365 Copilot for Sales – Easily save meeting notes to CRM following Teams meetings<\/th>\n<\/tr>\n<\/tbody>\n<\/table>\n
\n\n\n\n\n\n\n\n\n
Classification<\/th>\nstayInformed<\/td>\n<\/tr>\n
Last Updated<\/th>\n03\/31\/2025 16:19:01<\/td>\n<\/tr>\n
Start Time<\/th>\n03\/31\/2025 16:15:11<\/td>\n<\/tr>\n
End Time<\/th>\n04\/30\/2025 16:15:11<\/td>\n<\/tr>\n
Message Content<\/th>\nWe are announcing the easily save meeting notes to CRM following Teams meetings<\/a> feature for Microsoft 365 Copilot for Sales. This feature enables you to save meeting notes directly to your CRM after a meeting, without the need to switch contexts. This feature will reach general availability on April 30, 2025.<\/p>\n

How does this affect me<\/b>
As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the Sales<\/b> button to see sales-related insights. Select Save to CRM<\/b> to update your CRM by performing the following actions: <\/p>\n

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  • Save the AI-generated meeting summary directly to CRM. You can review and edit the summary prior to saving.<\/li>\n
  • Link the meeting summary to an out-of-the-box entity or custom entity of your choice.<\/li>\n<\/ul>\n

    Meeting summaries are saved to the description field of the appointment in CRM for the sales team to access.<\/p>\n

    What do I need to do to prepare?<\/b>
    This message is for awareness and no action is required.<\/td>\n<\/tr>\n

Machine Translation<\/th>\nMicrosoft 365 Copilot for Sales \u306e Teams \u4f1a\u8b70\u5f8c\u306b CRM \u306b\u4f1a\u8b70\u30ce\u30fc\u30c8\u3092\u7c21\u5358\u306b\u4fdd\u5b58<\/a> \u3067\u304d\u308b\u6a5f\u80fd\u3092\u767a\u8868\u3057\u307e\u3059\u3002\u3053\u306e\u6a5f\u80fd\u3092\u4f7f\u7528\u3059\u308b\u3068\u3001\u4f1a\u8b70\u306e\u5f8c\u3001\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u3092\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306a\u304f\u3001\u4f1a\u8b70\u306e\u30e1\u30e2\u3092CRM\u306b\u76f4\u63a5\u4fdd\u5b58\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u6a5f\u80fd\u306f\u30012025 \u5e74 4 \u6708 30 \u65e5\u306b\u4e00\u822c\u63d0\u4f9b\u958b\u59cb\u3055\u308c\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u79c1\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u304b<\/b>
\u8ca9\u58f2\u8005\u306f\u3001\u4f1a\u8b70\u5f8c\u306e Microsoft Teams \u306e\u8981\u7d04\u30da\u30fc\u30b8\u304b\u3089\u76f4\u63a5 CRM \u3092\u66f4\u65b0\u3067\u304d\u307e\u3059\u3002 [\u55b6\u696d<\/b> ] \u30dc\u30bf\u30f3\u3092\u9078\u629e\u3057\u3066\u3001\u55b6\u696d\u95a2\u9023\u306e\u5206\u6790\u60c5\u5831\u3092\u8868\u793a\u3057\u307e\u3059\u3002 [CRM \u306b\u4fdd\u5b58<\/b> ] \u3092\u9078\u629e\u3057\u3001\u6b21\u306e\u64cd\u4f5c\u3092\u5b9f\u884c\u3057\u3066 CRM \u3092\u66f4\u65b0\u3057\u307e\u3059\u3002 <\/p>\n

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  • AI\u304c\u751f\u6210\u3057\u305f\u4f1a\u8b70\u306e\u6982\u8981\u3092CRM\u306b\u76f4\u63a5\u4fdd\u5b58\u3057\u307e\u3059\u3002\u4fdd\u5b58\u3059\u308b\u524d\u306b\u3001\u6982\u8981\u3092\u78ba\u8a8d\u304a\u3088\u3073\u7de8\u96c6\u3067\u304d\u307e\u3059\u3002<\/li>\n
  • \u4f1a\u8b70\u306e\u6982\u8981\u3092\u3001\u9078\u629e\u3057\u305f\u3059\u3050\u306b\u4f7f\u7528\u3067\u304d\u308b\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u307e\u305f\u306f\u30e6\u30fc\u30b6\u30fc\u5b9a\u7fa9\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u30ea\u30f3\u30af\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n

    \u4f1a\u8b70\u306e\u6982\u8981\u306f\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3001CRM \u306e\u4e88\u5b9a\u306e\u8aac\u660e\u30d5\u30a3\u30fc\u30eb\u30c9\u306b\u4fdd\u5b58\u3055\u308c\u307e\u3059\u3002<\/p>\n

    \u6e96\u5099\u3059\u308b\u306b\u306f\u4f55\u3092\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u304b?<\/b>
    \u3053\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u8a8d\u8b58\u306e\u305f\u3081\u306e\u3082\u306e\u3067\u3042\u308a\u3001\u30a2\u30af\u30b7\u30e7\u30f3\u306f\u5fc5\u8981\u3042\u308a\u307e\u305b\u3093\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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