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Business value
As a sales professional, you often face the challenge of finding the right product information quickly. With the personalized content recommendation feature, you get the right document at the right time. This feature greatly improves meeting preparation, saves time, and helps you build stronger customer relationships. By integrating content recommendations directly into your workflow, you stay focused and get the most value from every interaction.
Feature details
As an admin, you can:
- Configure any knowledge source to retrieve product-specific content.
As a seller, you can:
- Get contextual content recommendations based on the products included in the opportunity, from sources like SharePoint.
- Leverage the Copilot prompts for easy retrieval of product-specific content.
Additional resources
Copilot in D365 Sales boosts efficiency with content recommendations and Q&A (blog)