Sales Copilot in Microsoft Teams

The Sales Copilot has many amazing capabilities in Outlook. However, it’s even more impressive when you combine those capabilities with the ones withSales Copilot for Teams.

Pre-requisites:

1. Your Teams meeting needs to be tracked in Dynamics 365 or Salesforce.
2. The Teams meeting must be tied to a Contact or Lead in CRM.
3. The Teams meeting must have both transcription and recording turned on for the duration of the meeting.

Features

There are incredible features in the Sales Copilot in Teams. Some of the highlights that you can see in the video below include:

• Meeting highlights.
• Meeting follow-ups.
• Call sentiment by participant.
• Mentions: topics, people and more.
• Questions asked during the meeting.

Sales Copilot in Microsoft Teams: Video Overview