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Boost your sales with product content recommendations

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

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 Feb 2, 2024 - May 2024

Business value

As a sales professional, you often find it challenging to find the right product information in a timely manner. With the personalized content recommendation feature, you're presented with the right document at the right time, significantly enhancing meeting preparations, saving time, and fostering deeper customer connections. The seamless integration of content recommendations directly within the workflow ensures that you remain focused, enabling you to maximize the value of each 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.

Sample image of content recommendation

See also

Get content recommendations from SharePoint (docs)