Moment: Microsoft’s Mike Morton on Meeting Insights with Microsoft Agentic CRM

In this moment, excerpted from the session “New Sales Reality: Accelerate Revenue and Seller Productivity in the Flow of Work”, Mike Morton, Vice President, Dynamics 365 Business Central and SMB, Microsoft, highlights ways AI can be applied to both prepare for meetings and provide thorough follow-up afterward.

Key Takeaways

• Preparation: When preparing for a meeting, individuals have to review emails, documents, and other information. With the Agentic CRM, Microsoft users can benefit from the AI tool proactively pulling relevant insights across the Microsoft ecosystem for upcoming meetings
• Follow-up: Further, it can deliver insights from meetings based on data in the CRM, emails, and meeting notes. This enables users to have more thorough follow-ups after meetings as well as clearly define action items and priorities.