Utilize Copilot for Extracting Answers from SharePoint Sales Documents
Using Copilot in Dynamics 365 Sales makes it easier to find information in sales documents stored on SharePoint. Instead of manually searching through files, Copilot allows users to ask questions and quickly receive relevant answers. To enable Copilot, users need to activate it within Dynamics 365 Sales and connect SharePoint to the platform. Once connected, users can initiate a chat with Copilot and ask for information from SharePoint. The results will be displayed, and users can access files, download or copy them, and refresh the results if needed. This feature improves efficiency, reduces response times, and enhances customer interactions, leading to higher sales and customer satisfaction.
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