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Copilot in D365 Sales boosts efficiency with content recommendations and Q&A  

Sellers are often faced with situations where they need to sift through a lot of information to find the one piece they need. There are often extensive knowledge bases where sellers need to search for information, and lots of precious time is lost in the process.  

We are here to help with that! 

With our new features outlined below, sellers can access relevant sales information from SharePoint through the Copilot chat interface in Dynamics 365 Sales

By automating the extraction of critical insights from sales documents, Copilot in Dynamics 365 Sales frees up valuable time for sales teams to focus on nurturing leads, closing deals, and delivering exceptional customer experiences. With Copilot in Dynamics 365 Sales, businesses can streamline their sales processes, gain deeper customer insights, and ultimately drive greater revenue growth. Copilot in D365 Sales empowers sales teams to work smarter, not harder, and achieve unparalleled efficiency in their daily operations. 

Contextual content recommendations

With this feature, the system seamlessly reads the CRM context, and intelligently recommends relevant product and account-related files. For example, sellers are provided with content recommendations regarding the products added to opportunities. From PDFs to Word documents and PowerPoint presentations, the Copilot pane in D365 Sales provides instant access to the most pertinent sales materials, empowering sales reps to make informed decisions and deliver personalized experiences to customers. This could include sales pitch decks, account strategy collaterals, product brochures and training materials that are made available to sellers. As a result, sales interactions are tailored and impactful, driving stronger customer engagement and business growth. 

D365 Sales Hub with Copilot sidecar open where there are insights and prompts.
“Show product-related files” appears as a trailing prompt to opportunity summary

Users effortlessly access contextual file recommendations in Copilot in D365 Sales by selecting from the sparkle icon (marked in the image below) or typing queries in their preferred language. Sorted by relevance, the latest files and most popular results appear first. Files can be viewed, downloaded, or shared via email, ensuring seamless collaboration. Additionally, users can specify keywords for targeted searches, enhancing efficiency while upholding data security. Copilot in D365 Sales respects user permissions, displaying only accessible SharePoint files. 

Access related files in Copilot in D365 Sales – through sparkles menu, natural language prompts, associated products.

SharePoint Q&A

Sellers can now easily navigate through sales documents and literature by simply asking questions. Leveraging Azure OpenAI technology, Copilot in D365 Sales swiftly scans through data and literature, summarizing pertinent information from SharePoint documents. This seamless integration empowers sellers to swiftly access insights, enhancing productivity and enabling quick, informed responses to customer inquiries. 

Invoke SharePoint Q&A and get summaries from relevant documents, with citations of references.

In Copilot in D365 Sales, accessing answers is seamlessly integrated with your SharePoint documents. Simply type your question in the Copilot pane using natural language and hit Enter – no need to navigate through any of your files and folders! For instance, inquire about warranty periods or prices directly. Copilot initiates a search in SharePoint. Should the answer reside in one or more files in SharePoint, Copilot offers a concise response alongside links to relevant documents, ensuring comprehensive insights are just a click away. 

Next steps

Increasing your sales team’s efficiency could be as simple as having all the information just a click away! 

To get started with this new capability: 

Use Copilot to get content recommendations and answers from SharePoint

Not a Dynamics 365 Sales customer yet? Take a guided tour and sign up for a free trial at Dynamics 365 Sales overview

AI solutions built responsibly. 

Enterprise grade data privacy at its core. Azure OpenAI offers a range of privacy features, including data encryption and secure storage. It allows users to control access to their data and provides detailed auditing and monitoring capabilities. Copilot is built on Azure OpenAI, so enterprises can rest assured that it offers the same level of data privacy and protection.  

Responsible AI by design. We are committed to creating responsible AI by design. Our work is guided by a core set of principles: fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability. We are putting those principles into practice across the company to develop and deploy AI that will have a positive impact on society.