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Enable Call Summary Between Two Leads When Scheduled Through Appointment


We have an out-of-the-box (OOB) feature that captures the call summary between two users when it is scheduled through an OOB Teams call. Similarly, we have utilized Copilot for Sales to set a call between two leads, but in Dynamics 365, it is considered an appointment, and the OOB feature is n...

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Category: Sales Accelerator (62)

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