RM567004 - Microsoft Copilot (Microsoft 365): Link meetings to CRM records automatically with AI

Microsoft 365 Roadmap

Summary

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.

Published

Jul 8, 2026

Status

In development

Release

General Availability

Platforms

Web

Service

Microsoft Copilot (Microsoft 365)

Tag

In development
General Availability
Worldwide (Standard Multi-Tenant)

Cloud

Worldwide (Standard Multi-Tenant)

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.

GA date: September CY2026