The Power of AI in Knowledge Retrieval: Copilot Agents’ Role in CRM & SharePoint- (SEO Approved)
Microsoft Copilot Agents, integrated with Dynamics 365 and SharePoint, help eliminate inefficiencies in knowledge management by providing instant, context-aware answers. These AI-driven agents can retrieve CRM and SharePoint articles, leverage Generative AI for instant responses, and even create case records when no relevant information exists. With Copilot Agents, users spend less time searching and more time making smart decisions. The agents can quickly fetch the right answer from the CRM knowledge base or extend the search to SharePoint if the information is not found in CRM. If no documentation exists, Generative AI steps in to provide an AI-generated response. Copilot Agents also automatically create cases in Dynamics 365 CRM for follow-up. To learn more about Copilot Agents, you can join an upcoming webinar hosted by Team Inogic Professional Services.
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