Sales Copilot in Microsoft Teams
This article discusses the Sales Copilot in Microsoft Teams, highlighting its features and capabilities. The Sales Copilot can be integrated with Outlook to enhance its capabilities. Some of the features include meeting highlights, meeting follow-ups, call sentiment by participant, mentions of topics and people, and questions asked during the meeting. To use the Sales Copilot in Teams, the Teams meeting needs to be tracked in Dynamics 365 or Salesforce, tied to a Contact or Lead in CRM, and have transcription and recording turned on. The article also includes a video overview of the Sales Copilot in Teams.
Article 18m
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