Loading...

How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide

How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide

In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a flood of irrelevant results, making it frustrating to find the right one. That’s where Microsoft Dynamics 365… Read More »

The post How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

Published on:

Learn more
	Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting
Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Share post:

Related posts

Excel Live in Teams – Collaborate in real-time on Excel spreadsheets

Excel Live is another feature after PowerPoint Live that delivers a modern experience for Microsoft Teams meetings where you work on Excel spr...

5 hours ago

Take control of SharePoint Agent in your Microsoft 365 tenant

SharePoint Agent taking over Microsoft 365 environment. As an administrator, you will need to prepare to manage how users use AI Agents in you...

5 hours ago

Webinar: How to Reduce CRM Storage Costs & Securely Sync Documents to SharePoint!

In a world where 87% of organizations use cloud-based CRM platforms, it’s clear that managing ever-growing volumes of data is a challenge ever...

1 day ago

Removal of Deprecated SharePoint & OneDrive Permission Resource Properties

We are announcing the phased rollout of an update to remove the grantedTo and grantedToIdentities properties from the Permission resource type...

2 days ago

Resize Teams window and slots

Teams will support window resizing down to 360x502px or 502x360px, and side panels will be adjustable. This update improves accessibility, mul...

2 days ago

Microsoft Viva Amplify: Introducing collaborative authoring

Microsoft Viva Amplify will soon support collaborative authoring on the web, allowing multiple campaign members with edit access to work simul...

2 days ago

Microsoft Teams: Share Teams apps and agents from their profile or the Teams side panel

Users will soon be able to share Microsoft Teams apps and agents from their profile or the Teams side panel on Windows, Mac, and web. This fea...

2 days ago

Microsoft Teams: Users can report security concerns involving external collaborators

Microsoft Teams users will soon be able to report security concerns involving external collaborators in chats and meetings, starting April 202...

2 days ago

Microsoft Teams: Personal meeting templates (Premium)

Personal meeting templates enable users to pre-save meeting configurations (meeting options) and schedule meetings quickly with one click. Pro...

2 days ago

Microsoft Teams: New Microsoft Teams chat and channels experience in GCC

The new, streamlined chat and channels experience makes it easier to stay on top of what matters most and organize your digital workspace. Cat...

2 days ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy