{"id":40336,"date":"2025-02-05T16:02:14","date_gmt":"2025-02-05T10:32:14","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40336"},"modified":"2025-03-27T12:38:20","modified_gmt":"2025-03-27T07:08:20","slug":"harnessing-dynamics-365-copilot-to-access-tailored-content-from-sharepoint","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/02\/harnessing-dynamics-365-copilot-to-access-tailored-content-from-sharepoint\/","title":{"rendered":"Harnessing Dynamics 365 Copilot to Access Tailored Content from SharePoint"},"content":{"rendered":"

\"Dynamics<\/p>\n

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.
\nThis is where Microsoft Dynamics 365 Copilot<\/a> 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.<\/p>\n

Let\u2019s assume you are in need of these services and explore how to use Copilot to streamline your content search process.<\/p>\n

Scenario: Product Inquiry for the Samsung S24 Ultra<\/strong><\/h3>\n

Imagine you are working with a prospective client interested in the Samsung S24 Ultra Product, especially for their photography needs.<\/p>\n

The client has two specific requirements:<\/p>\n

    \n
  1. They want detailed camera specifications<\/strong>.<\/li>\n
  2. They have a few questions about the camera setup<\/strong> and its capabilities.<\/li>\n<\/ol>\n

    Instead of manually finding the file from the SharePoint folder to get the specific document or Searching for answers, you can rely on Copilot to get the file document & find the answer quickly in an easy way, and accurately.<\/p>\n

    Step-by-step guide retrieving relevant documents directly from SharePoint:<\/strong><\/p>\n

      \n
    1. Open Copilot in Dynamics 365<\/strong><\/li>\n<\/ol>\n

      In Microsoft Dynamics 365, open Copilot, where you will find a chat box to interact with Copilot using prompt or natural language commands.<\/p>\n

        \n
      1. Retrieve Relevant Documents<\/strong><\/li>\n<\/ol>\n

        You can choose one of the following methods to get the relevant files from SharePoint:<\/p>\n

        Option A: Predefined Prompts<\/strong><\/p>\n