How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide
Copilot is a feature in Microsoft Dynamics 365 Sales that allows users to access documents stored in SharePoint. However, searching for specific documents in SharePoint can be frustrating due to irrelevant results. Microsoft Dynamics 365 Sales Copilot can help by allowing users to configure Copilot to search only specific SharePoint folders. This article provides a step-by-step guide on how to set up Copilot for specific SharePoint folders. By doing so, users can quickly access the most relevant documents without distractions. This improves productivity and efficiency in the sales process.
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