Microsoft Dynamics 365 Sales (Copilot): Find product and sales content in SharePoint from the CRM
Copilot in Dynamics 365 Sales can get information from SharePoint in chat, so sellers find the right document without leaving the deal record.
How to do it
- Open Copilot chat in Dynamics 365 Sales
- Ask for the document or answer you need
- Share the relevant content with the customer
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/copilot-overview · Page updated Oct 13, 2026
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