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Allow saving recurring meetings to Dynamics 365

Kevin Quach on 10/24/2024 3:01:45 PM

Currently, Copilot for Sales cannot save recurring meetings to Dynamics 365, please consider this implementation in the future

Category: Admin Settings for Sales
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RE: Allow saving recurring meetings to Dynamics 365

Olena Yevstihnieieva on 3/16/2026 6:53:15 PM

Sales teams rely heavily on recurring customer meetings (e.g., weekly check-ins, account reviews, cadence calls). Without the ability to save a recurring meeting series from Copilot for Sales into Dynamics 365, activity history in CRM is incomplete and requires manual effort to maintain.

Category: Admin Settings for Sales