![\"Set](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/Set-up-Copilot-to-Use-Specific-SharePoint-Folders-in-Dynamics-365-Sales.png\")
<\/p>\n<\/p>\n
In today\u2019s 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.<\/p>\n
That’s where Microsoft Dynamics 365 Sales Copilot can make a difference. By setting up Copilot to search only specific SharePoint folders, you can quickly access the most relevant documents without any irrelevant files.<\/p>\n
Here we\u2019ll show you how to configure Copilot SharePoint Locations<\/strong> to focus on Specific SharePoint Folders<\/strong> your sales team wants.<\/p>\n Scenario: New Product Launch for the Sales Team<\/strong><\/p>\n Let\u2019s imagine you\u2019re the Sales Operations Manager at a software company preparing for a new product launch. Your sales team needs access to essential documents like:<\/p>\n However, by default, Copilot searches all kinds of SharePoint folders that your salesperson has access to. This means, that when a salesperson like Sarah searches for something on SharePoint, she might come across irrelevant files, like internal HR documents or company-wide policies, etc. which is time-consuming.<\/p>\n To avoid this, you can configure \u201cThe Copilot SharePoint Locations\u201d <\/strong>to search only the Product Catalogue<\/strong> and Pricing Quote<\/strong> folders. This ensures that when Sarah is on a call with a client, she can quickly find the right document without the distractions of unrelated files.<\/p>\n Before we dive into the setup, make sure you have SharePoint integrated with Dynamics 365 Sales<\/strong>.<\/p>\n Step 1:<\/strong> Copy the SharePoint Folder URLs<\/p>\n Firstly, you need to gather the URL of that particular SharePoint folder that contains your sales Document:<\/p>\n Step 2:<\/strong> Open the Sales Hub App in Dynamics 365<\/p>\n Step 3:<\/strong> Enable Copilot Settings<\/p>\n Step 4:<\/strong> Add SharePoint Locations<\/p>\n Before<\/strong> applying the Copilot Configure SharePoint Locations<\/strong> setting:<\/p>\n After<\/strong> applying the Copilot Configure SharePoint Locations<\/strong> setting:<\/p>\n The faster your team can access the correct documents, the more time they have to engage with clients and close deals. By configuring the Copilot SharePoint Locations setting to search specific SharePoint folders, you make documents easier and faster, boosting your team\u2019s productivity. Also, setting up Copilot to focus on specific folders can significantly improve your sales process and help your team stay efficient.<\/p>\n","protected":false},"excerpt":{"rendered":" In today\u2019s 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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2746,53,2361],"tags":[3097],"class_list":["post-40201","post","type-post","status-publish","format-standard","hentry","category-copilot","category-sharepoint","category-technical","tag-copilot-sharepoint-locations"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/40201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=40201"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/40201\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=40201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=40201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=40201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
Step-by-Step Guide to Set Up Copilot for Specific SharePoint Folders:<\/strong><\/h3>\n
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![\"Set](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Set-up-Copilot-to-Use-Specific-SharePoint-Folders.png\")
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![\"Set](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Set-up-Copilot-to-Use-Specific-SharePoint-Folders.png\")
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![\"Set](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Set-up-Copilot-to-Use-Specific-SharePoint-Folders.png\")
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![\"Set](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Set-up-Copilot-to-Use-Specific-SharePoint-Folders.png\")
<\/p>\n![\"Set](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Set-up-Copilot-to-Use-Specific-SharePoint-Folders.png\")
<\/p>\n![\"Set](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/6Set-up-Copilot-to-Use-Specific-SharePoint-Folders.png\")
<\/p>\nConclusion:<\/strong><\/h2>\n