Harnessing Dynamics 365 Copilot to Access Tailored Content from SharePoint

As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to this data is critical. Most of these clients store this kind of information in SharePoint folders, but searching for it manually can be time-consuming.
This is where Microsoft Dynamics 365 Copilot comes in. Copilot simplifies your workflow by retrieving relevant documents directly from SharePoint and showing them in an easy-to-access format. Additionally, Copilot enables you to ask specific questions about products and receive instant answers derived from the relevant documents.

Let’s assume you are in need of these services and explore how to use Copilot to streamline your content search process.

Scenario: Product Inquiry for the Samsung S24 Ultra

Imagine you are working with a prospective client interested in the Samsung S24 Ultra Product, especially for their…

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