Microsoft Copilot (Microsoft 365): Link meetings to CRM records automatically with AI Beta
Data as of 42 minutes ago (9 September 2026)
Status In development
Release month September 2026
Release ring General Availability
Products Microsoft Copilot (Microsoft 365)
Cloud instances Worldwide
Platforms Web
Description
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.
Change history
Added to the roadmap 8 July 2026. Tracked here since 1 September 2026. Earliest target we recorded: September 2026 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 1 September 2026. Changes appear here as Microsoft updates the feed.