After a client meeting, the manager writes notes into Salesforce or Dynamics 365 from memory, and some of the agreed actions get lost. Copilot prepares a summary and picks out the actions and the client's requests, the manager approves, and only then does Power Automate record them on the client record in the CRM, create tasks and send the agreed documents for signature through DocuSign.
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A portfolio manager has several Teams meetings with clients a day: a review, a change in a family situation, a new deposit, a request to send a document or to change a suitability questionnaire. In the evening they try to remember what they promised and write a short note on the client record in Salesforce or Dynamics 365, sometimes the next day. A wish not to change the risk level or a request to be called only after working hours stays in paper notes, and an updated questionnaire is sent out for signature a week later. From a compliance standpoint, this is a problem: information about the client's situation that matters for the suitability assessment must be recorded in the CRM, and promises made to the client must be kept on time.
Microsoft 365 Copilot in your tenant, after a meeting whose recording was agreed with the client, prepares a summary and picks out the agreed actions, deadlines and the client's requests, separately flagging information about changes in the client's situation. The manager reviews the summary in Teams: corrects inaccuracies, strikes out anything that was not agreed and approves. Only then does a Power Automate flow record the summary on the client record in Salesforce or Dynamics 365, create tasks with deadlines for the people responsible and, if a document was agreed, for example an updated suitability questionnaire, prepare it from a template and send it for signature through DocuSign. The summary contains no investment recommendations and cannot contain any: it is a list of agreed actions and facts. We connect to Salesforce, Dynamics 365 and DocuSign through an API or an e-mail flow, depending on your version. Recordings and conversation content stay in your Microsoft 365 tenant and are not used to train models, and every write to the CRM is logged with the time and the person who approved it.
Four steps from input to a record in your system, with human approval wherever there is risk.
The meeting takes place in Teams, and the client is informed about the recording according to your procedure and GDPR requirements. The transcript stays in your Microsoft 365 tenant. The flow does not start for meetings without consent, and the manager writes notes into Salesforce or Dynamics 365 as before.
Copilot prepares a summary in your structure: topics discussed, agreed actions with deadlines, the client's requests, documents to be sent or signed through DocuSign and information about changes in the client's situation that matters for the suitability assessment. Sentences that sound like a recommendation or a promise about returns are flagged for the manager's attention.
In Teams, the manager reviews the summary, corrects inaccuracies, strikes out anything that was not agreed and approves. A Power Automate flow records the summary on the client record in Salesforce or Dynamics 365, creates tasks with deadlines for the people responsible and, if a document was agreed, sends it for signature through DocuSign. Without approval, nothing reaches the CRM.
If a summary is not approved within the agreed time, the manager gets a reminder in Teams and their supervisor sees a list of open summaries. Writes to Salesforce or Dynamics 365 and sends through DocuSign are logged with the time and the person who approved. We maintain the flow and the summary structure when CRM fields or your procedure change.
Your meeting summary structure with sections for actions, requests, documents and changes in the client's situation, and a list of wording to flag.
Recording the approved summary on the client record in Salesforce or Dynamics 365, creating tasks for the people responsible and sending documents for signature through DocuSign.
A review card for the manager in Teams, with editing, striking out and approval in one step before the write to the CRM.
A log of CRM writes and DocuSign sends, reminders for unapproved summaries, and flow maintenance when Salesforce or Dynamics 365 fields change.
Microsoft 365 Copilot in your tenant + a Power Automate flow into Salesforce or Dynamics 365 and document sending through DocuSign. We connect to the CRM and the e-signature service through an API or an e-mail flow, depending on your version and licences, and we choose the method after a check. Learn more about this service and its limits on the service page.
No. The Power Automate flow starts only after the manager approves in Teams, and the log shows who approved and when. Unapproved summaries stay only in the manager's review, and no document is sent through DocuSign without approval.
Yes. We write to Dynamics 365 through a Power Automate connector and to Salesforce through an API connector or, if your licence does not include the API, through an e-mail flow into a CRM mailbox. We send documents through DocuSign using its API. We choose the integration method after a check in the first week, and the client's consent to recording and the transcript stay in your Microsoft 365 tenant under GDPR.
No, licences for the portfolio managers who hold client meetings are enough. Everyone responsible can see the tasks in Salesforce or Dynamics 365 without an additional licence. We sort out licences and tenant settings together with the implementation.
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