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Respond to sales-related contextual questions in Copilot

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - May 31, 2024

Business value

In the dynamic world of sales, timely and relevant insights are crucial. Copilot in Dynamics 365 Sales is your intelligent assistant that provides sales-specific insights to help you make informed decisions. By leveraging natural language processing capabilities, Copilot lets you ask questions in a conversational way and delivers meaningful responses and insights based on the data within Dynamics 365 Sales.

Feature details

As a seller, you can ask sales-specific questions on the following topics and get curated responses from Copilot:

  • Conversion rates of leads and opportunities. For example, ask, "What is my lead conversion rate for the last quarter?"
  • Deal cycle. For example, ask, "What is the average deal cycle for my opportunities?"
  • Pipeline with filters. For example, ask, "Show my pipeline with deals closing in the next 30 days."
  • Deal sizes and value. For example, ask, "Display open deals with deal size greater than 10,000."

Responses to natural language questions on conversion rates

Geographic areas

This feature is available in the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • Sweden
  • Qatar
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

Additional resources

Chat with Copilot in natural language (docs)