Teams transcripts, a voice memo after a call, or notes typed during the conversation.
Every note follows the same layout: attendees, topics, decisions, actions. Easy to scan weeks later.
The note lands in the dossier history, next to the emails and documents that belong to the same case.
Actions are suggested with an owner and date. Nothing is created until you approve it.
If something was not said, it is not in the note. Unclear points are flagged, not filled in.
Notes come out in Dutch or English, whichever language the conversation was in.
Record a Teams meeting, dictate a quick voice memo after a call, or paste the notes you typed in a hurry. The agent works with whatever you give it.
It produces a structured summary: who was there, what was discussed and what was decided. The note is filed on the contact and dossier you are working in, with the original as attachment.
Agreed actions are turned into proposed tasks with an owner and due date. You approve them in one click, or drop the ones you do not need.
Included in your Dynamics Dossier licence. There is no separate subscription for this product yet.
View Dynamics DossierSomething not on this list? Mail info@q-team.nl and you get an answer within one business day.
| Runs on | Microsoft Dynamics 365 Business Central, as part of Dynamics Dossier |
| Input | Microsoft Teams transcripts, audio recordings, dictation or plain text |
| AI agent | Published and configured in Microsoft Copilot Studio |
| Output | Structured note in the dossier history plus proposed tasks |
| Agent behaviour | Proposes only; notes and tasks are saved after your approval |
| Data | Processed within your own Microsoft 365 tenant |
| Languages | English and Dutch |
Install it yourself and read up in the docs, or let us walk you through it on your own environment.
Step by step setup, configuration and everything the app can do, per version.
Half an hour on your own Business Central environment, so you know whether it fits before you buy.
