Use Copilot to get answers from your sales documents

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	-	-	May 2024

Business value

You spend a lot of time responding to questions that come your way, either via emails or chats or any other channels. You often find yourself buried under heaps of sales documents and literature, struggling to find quick answers to these questions.

This innovative CRM feature significantly boosts your productivity and knowledge retention. By harnessing the power of AI, you can get quick answers based on the information and documents stored in SharePoint by simply chatting with Copilot in Dynamics 365 Sales. This feature enables quicker decision-making, reduces response times, and enhances customer interactions. With streamlined access to critical information, you can engage clients more effectively, leading to increased sales, improved customer satisfaction, and ultimately, higher revenue generation for your business.

Feature details

As an admin, you can configure the sources that you want Copilot to use for fetching and summarizing the sales information. As a seller, you can access relevant sales information from SharePoint through the Copilot chat interface in Dynamics 365 Sales.