Ask a question to Copilot

Ask Copilot to update you on the latest changes to your sales records, get a list of records that were assigned to you, or list any changes to your leads and opportunities. You can either use predefined prompts or ask questions in natural language. This article describes some of the predefined prompts you can use to ask Copilot questions. Learn more about chatting with Copilot in natural language.

What's new with my sales records

Use this prompt to get a list of sales records that were recently updated.

1. Open Copilot.

2. Select the sparkle icon ( ), select Ask questions > What's new with my sales records, and then select Enter.

   

Copilot fetches the list based on the following conditions:

• The records are of the following types: Opportunity, Lead, and Account.
• The records were updated in the last seven days.
• The records are owned by you. For account records, the records are owned by you or your team.
• The fields that were updated are configured by your administrator. If you've updated fields other than the configured fields, those records aren't listed in the response.
• If a record type has more than five records, Copilot picks the five most recently updated ones.

Hover over a record in the list and select Get updates to view all changes to the record in the last seven days.

What's newly assigned to me

Copilot can help you stay on top of your pipeline by showing you a list of leads and opportunities that were assigned to you in the last 15 days.

Open Copilot, select the sparkle icon ( ), select Ask questions > What's newly assigned to me, and select Enter.

Get recent changes to a lead or opportunity

Copilot can help you catch up on any updates to your opportunity or lead records in the last seven days or since you last signed in.

The list of recent changes is taken from the audit history of the record. If the list of changes doesn't appear, ask your administrator to turn on auditing and grant you access to the audit history.

1. Open Copilot.

2. Select the sparkle icon ( ), select Ask questions > Show recent changes for opportunity or Show recent changes for lead, and select Enter.

   • When a record is opened, Copilot displays the list of recent changes to it.
   • When in grid view, Copilot lists the records for which you have read access. Hover over a record and select Get updates.

3. To get the list of changes to a specific lead or opportunity, type / and then start typing the name of the opportunity or lead.

   

4. To learn more about the updated information or activity, select Know more in audit history.

   

Would you like to view recent changes to different fields?

Copilot summarizes the last 10 updates to the record from the audit history, for the fields configured by your administrator. However, you might want to stay updated on changes to other fields that matter more to you. Work with your Dynamics 365 Sales administrator to add those fields to the configuration.

Keep in mind that these fields are set at the organization level. Make sure that your entire sales team agrees on the top 10 fields that are most relevant for your business.

See also

• Copilot overview
• Enable and set up Copilot
• Chat with Copilot in natural language
• Get answers from SharePoint documents