Boost Your Sales Efficiency with D365 Sales Copilot’s Content Recommendations and Q&A

Sales teams often spend valuable time searching through extensive knowledge bases to find the information they need. This can be a time-consuming process, but we’re here to help!

With the latest features in Dynamics 365 Sales, sellers can now access relevant sales information from SharePoint directly through the Copilot chat interface.

Key Features

Contextual Content Recommendations

With this feature, the system seamlessly reads the CRM context, and intelligently recommends relevant product and account-related files. For example, sellers are provided with content recommendations regarding the products added to opportunities. From PDFs to Word documents and PowerPoint presentations, the Copilot pane in D365 Sales provides instant access to the most pertinent sales materials, empowering sales reps to make informed decisions and deliver personalized experiences to customers. This could include sales pitch decks, account strategy collaterals, product brochures and training materials that are made available to sellers. As a result, sales interactions are tailored and impactful, driving stronger customer engagement and business growth.?

Users effortlessly access contextual file recommendations in Copilot in D365 Sales by selecting from the sparkle icon (marked in the image below) or typing queries in their preferred language. Sorted by relevance, the latest files and most popular results appear first. Files can be viewed, downloaded, or shared via email, ensuring seamless collaboration. Additionally, users can specify keywords for targeted searches, enhancing efficiency while upholding data security. Copilot in D365 Sales respects user permissions, displaying only accessible SharePoint files.?

SharePoint Q&A

Sellers can now easily navigate through sales documents and literature by simply asking questions. Leveraging Azure OpenAI technology, Copilot in D365 Sales swiftly scans through data and literature, summarizing pertinent information from SharePoint documents. This seamless integration empowers sellers to swiftly access insights, enhancing productivity and enabling quick, informed responses to customer inquiries.?

In Copilot in D365 Sales, accessing answers is seamlessly integrated with your SharePoint documents. Simply type your question in the Copilot pane using natural language and hit Enter – no need to navigate through any of your files and folders! For instance, inquire about warranty periods or prices directly.?Copilot initiates a search in SharePoint. Should the answer reside in one or more files in SharePoint, Copilot offers a concise response alongside links to relevant documents, ensuring comprehensive insights are just a click away.?

Next steps

Increasing your sales team’s efficiency could be as simple as having all the information just a click away!?

To get started with this new capability:?

Use Copilot to get content recommendations and answers from SharePoint