Use Copilot to get suggestions and answers from SharePoint

If you have integrated SharePoint with Dynamics 365 Sales, Copilot can recommend documents related to the products in the sales records. You can also ask questions about the products and get answers from the documents stored in SharePoint.

Prerequisites

• Your organization must have integrated SharePoint with Dynamics 365 Sales.
• The SharePoint site must be associated with your tenant.
• You must have the required permissions to access SharePoint documents.

Get document recommendations from SharePoint

As a salesperson, you need to be aware of the latest product and account-related information, such as product brochures, pricing, sales pitch, and specifications, which are typically stored in SharePoint. You can ask Copilot to provide you with the list of SharePoint documents related to your sales records.

To get document recommendations, use one of the following methods in the Copilot chat window:

• Select the sparkle icon ( ) in the chat window, select Get info > Show related files, and enter the record name.

• Use natural language chat. For example, you can ask Copilot, Show me the product-related files or Get files related to this or Display documents for the opportunity name.

• Select the follow-up prompt Show related files if available.

  • The follow-up prompt is displayed depending on the type of record and whether products or accounts are associated with the record. For example, if you have associated products with an opportunity, you'll see the follow-up prompt Show product-related files.

  • The follow-up prompt also appears after Copilot responds to the prepare for a meeting prompt to help you gather relevant files for the meeting based on the account or product involved.

The documents are listed in the ranking order of SharePoint search results. Learn more about which files are listed

Which records are supported?

The SharePoint document recommendation capability is supported for the account, contact, lead, opportunity, quote, order, and invoice records.

Which files are listed?

The Show related files prompt lists the files that meet the following criteria:

• The file must be of type Word, Excel, PowerPoint, or PDF.

• The file must be related to the product or account associated with the record, or any other keywords provided in the prompt.

  • For the records that have associated products, such as opportunity and quote, files related to the associated products are listed. If there are no product associations in the record or no product-related files in SharePoint, the files related to the account are listed.

  • For the records that don't have associated products, such as accounts, contacts and leads, the files related to the account are listed.

  • Apart from product and account-related files, you can also ask Copilot to get files related to any keyword. For example, you can ask Show files related to Healthcare case studies.

Get answers from SharePoint documents

As a seller, you might have to refer to documents such as contracts, technical documents, and marketing collateral to answer questions from your customers. If these documents are stored in SharePoint, Copilot can help you find answers from the documents and summarize them for you.

To get answers from SharePoint documents

1. Open Copilot and select the sparkle icon ( ).

2. Select Get info > Get info from SharePoint about and type in your question. If the answer is available in SharePoint, Copilot summarizes the answer and provides links to the corresponding documents in SharePoint.

To get answers from Dataverse and SharePoint

1. Open Copilot and type in your question in natural language, and select Enter. You need not open a record to ask Copilot a question. For example, you can ask Copilot, What is the warranty period for Contoso 3D printers? or What is the price of Contoso 3D printers?.

   Copilot searches for answers from the sales data stored in Dataverse first. After the result is displayed, you'll see a follow-up prompt.

2. Select the follow-up prompt Search for the answer in SharePoint.
   If the answer is available in SharePoint, Copilot summarizes the answer and provides links to the corresponding documents in SharePoint.