Harnessing Dynamics 365 Copilot to Access Tailored Content from SharePoint
Microsoft Dynamics 365 Copilot is a tool that simplifies the workflow for salespeople by retrieving relevant documents from SharePoint and providing instant answers to specific questions. This article provides a step-by-step guide on how to use Copilot to streamline the content search process. It explains how to retrieve relevant documents from SharePoint using predefined prompts or natural language queries. It also demonstrates how to ask specific questions about a product's features and receive immediate responses. Copilot supports various Dynamics 365 records and document formats. By saving time and simplifying the search process, Copilot helps salespeople focus on their customers and closing deals.
Article 1m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time