Organizations capture their most valuable insights during meetings—requirements, customer needs, issues, decisions, and next steps. Yet much of this information stays buried in transcripts or gets manually re‑entered into Dynamics 365, leading to inconsistent data, missed follow‑ups, and lost context. In this session, we’ll show you how to build a flexible, repeatable pipeline that transforms unstructured meeting transcripts into structured Dynamics 365 records using tools you already have: Microsoft Teams Premium, Dynamics 365, Power Automate, and Copilot Studio—all without requiring Copilot for Sales.
You’ll learn how Teams Premium generates rich meeting transcripts and AI‑powered recap data, and how Copilot Studio can act as a custom “Transcript Mapping Copilot” that extracts key information using prompt‑based logic. We’ll demonstrate how Power Automate applies your mapping rules and writes the results into any Dynamics 365 table—Opportunities, Cases, Contacts, custom entities, and more. The result is a practical, license‑efficient solution that empowers functional SMEs to automate data capture, reduce manual entry, and improve CRM accuracy.
By the end of the session, you’ll walk away with a clear blueprint, reusable patterns, and a starter architecture you can implement
immediately—turning every meeting into actionable, structured data inside Dynamics 365.