Meeting Prep
Before a Teams meeting with a prospect, Copilot summarizes CRM history, recent touches, open activities, competitor intel. Rep walks in briefed without manual research. Multi-minute task compresses to seconds.
Real-Time Context
During the meeting, Copilot surfaces relevant info — past objections, pricing discussed, contract terms. Non-intrusive display; rep pulls as needed. Note-taking hints also.
Post-Meeting
Copilot summarizes decisions and action items. Action items linked to Dynamics 365 records. Follow-up emails drafted. CRM updates proposed. Rep reviews; approves; moves to next meeting.
Adoption
Sales teams on Teams adopt faster than teams on other platforms. Training: 15 minutes per rep to learn the pattern. Managers reinforce — pipeline reviews start from Teams recordings + Copilot summaries.