Get document recommendations from SharePoint (preview) from Copilot for Sales
A highly anticipated feature is now available for preview in Dynamics 365 Sales. The feature enables sellers to get access to product-related files directly from the Sales Hub in Dynamics 365 Sales. With this feature, sellers can quickly access updated product information including brochures and other material, making it easier to stay informed. The feature is part of the 2024 release wave 1. For additional information and details, check out the source article from Copilot for Sales.
Source: https://d365goddess.com/get-document-recommendations-from-sharepoint-preview-copilotforsales/
Published on:
Learn moreRelated posts
Dynamics 365 Sales & Marketing Demo Showcase of Top Add On Tools
Microsoft Dynamics 365 Sales offers businesses powerful capabilities to drive sales and optimize processes, including lead tracking and sales ...
Viva Sales: Collaboration space
Viva Sales has leveled up their collaboration game with the new collaboration spaces feature. This tool aims to facilitate smoother and more e...
Dynamics 365 Sales: Product Forecasting – Part 2
In part 2 of this series on product forecasting with Dynamics 365 Sales, the author continues their discussion on the topic, building upon the...
Dynamics 365 Sales Accelerator with Swapnil Agarwwal
In this podcast episode, Swapnil Agarwwal talks about his role at Microsoft and the Dynamics 365 Sales Accelerator. He sheds light on how Sale...
Dynamics 365 Sales: Product Forecasting – Part 1
In this post, you'll gain insight into the forecasting feature that comes with Dynamics 365 Sales. The product is like an org chart and presen...
Accelerate your Sales with Dynamics 365 - 2021 Wave-2
The Dynamics 365 wave-2 release is packed with a host of new features and updates to enhance the Sales accelerator (Sales - Customer Engagemen...
3 Tips to Quickly and Efficiently Generate Quotes in Microsoft Dynamics 365 for Sales
If you're looking to streamline the process of generating quotes in Microsoft Dynamics 365 for Sales, this post offers practical tips to help ...
Supercharge your CRM with Microsoft Viva Sales—Now in preview
Microsoft Viva Sales is the talk of the town in the world of customer relationship management (CRM). It's designed to supercharge your CRM by ...
Exploring sales usage reporting feature in Dynamics 365 CE sales analytics
Microsoft is constantly improving the reporting capabilities within Dynamics 365, and one of the latest features is the sales usage reporting ...
Accelerate your Sales with Dynamics 365 - 2021 Wave-2
If you're planning to use Dynamics 365 to boost your sales, this post is your comprehensive guide to what's new and updated in the 2021 Wave-2...