Get document recommendations from SharePoint (preview) from Copilot for Sales


Dynamics 365 Sales now has a new feature in preview that allows sellers to get product-related files directly from within the Sales Hub. Sellers can ask Copilot for a list of documents stored in SharePoint that are related to an opportunity. To use this feature, sellers need to summarize the opportunity and have products associated with it. Copilot for Sales will search SharePoint for related files and display them in the sidecar. Sellers can copy the link of a document or copy all listed documents into an email message. Administrators can enable this preview by enabling Copilot for Sales in Dynamics 365 and opting into the Copilot preview features.


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