This feature saves you time by automatically connecting your meetings to the correct CRM records. You have the right deal insights at your fingertips when preparing for customer conversations, so you can focus less on updating records and more on selling with confidence and context.
Roadmap › 567004
Microsoft Copilot (Microsoft 365): Link meetings to CRM records automatically with AI
- General availability
- 2026-09
- Preview
- —
- Added
- 08 Jul 2026
- Last modified
- 08 Jul 2026 23:10 UTC
- First archived
- 25 Aug 2026
- Release rings
- General Availability
- Clouds
- Worldwide (Standard Multi-Tenant)