![\"How](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Use-Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
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This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse<\/em>, which you can read here<\/a>. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs.<\/p>\n Sales teams today face increasing pressure to deliver personalized, timely, and accurate communication.<\/p>\n According to industry studies, sales reps spend up to 30% of their time on administrative tasks instead of engaging customers.<\/p>\n To reduce that burden, Microsoft Dynamics 365 Sales introduces Copilot in the Prompt column, empowering teams to generate tailored content with custom prompts and AI Builder inputs.<\/p>\n This blog explores how to use these features to boost<\/p>\n Sales professionals often need:<\/p>\n With Copilot custom prompts, users can instantly generate context-aware outputs, saving time and improving accuracy.<\/p>\n A Sales Manager preparing for a client meeting wants a quick overview:<\/p>\n Instead of searching across multiple fields, Copilot can instantly create a summary or even draft an email, ensuring the Sales Manager focuses on the client conversation\u2014not data entry.<\/p>\n 💡 Pro Tip<\/strong>: Specify an output format<\/strong> (text, JSON, or document) when writing your prompt, and Copilot will automatically generate the response in that format.<\/p>\n You can define a custom prompt tailored to your specific requirements and execute it to validate the output. When an output format is specified within the prompt, Copilot generates the response automatically in the designated format.<\/p>\n This flexibility ensures the generated content aligns with your specific communication needs.<\/p>\n Copilot supports multiple output formats for convenience:<\/p>\n For Document format, you need to provide document layout.<\/p>\n Once saved, prompts and formats appear directly in CRM.<\/p>\n Enhancing Prompts with AI Builder Inputs<\/strong><\/p>\n Custom prompts get even more powerful with AI Builder runtime inputs. This allows real-time data and files to be fed into prompts for dynamic adaptability.<\/p>\n Text Inputs<\/strong> \u2192 <\/strong>Enter customer details, deal information, or notes.<\/p>\n Image\/Document Inputs<\/strong>: Upload JPG, PNG, or PDF files (up to 25 MB)<\/p>\n Dynamic Values:<\/strong> Use Power Fx formulas for logic-based inputs such as dates or calculated fields.<\/p>\n By providing specific inputs like opportunity name, close date, and estimated value, AI-generated content becomes more accurate and context-aware.<\/p>\n Important Considerations<\/strong><\/p>\n – Maximum file size: 25 MB<\/p>\n – Very large documents (50+ pages) may reduce accuracy<\/p>\n – Inputs should not include instructions, only data<\/p>\n Benefits:<\/strong><\/p>\n Runtime adaptability<\/strong> \u2013 prompt behavior changes based on real-time data.<\/p>\n Broader use-case coverage<\/strong> \u2013 from sentiment analysis to document understanding.<\/p>\n More user-centric interactions<\/strong>, enhancing responsiveness and personalization.<\/p>\n 1. What is the difference between Copilot custom prompts and AI Builder inputs?<\/strong><\/p>\n 2. Can I use Copilot prompts without AI Builder inputs?<\/strong><\/p>\n Yes. Custom prompts work independently, but adding AI Builder inputs makes the results more personalized and data-driven.<\/p>\n 3. What output formats are supported by Copilot in Dynamics 365 Sales?<\/strong><\/p>\n Copilot supports Text, JSON, and Document formats, each serving different business needs.<\/p>\n 4. Is there a file size limit for AI Builder inputs?<\/strong><\/p>\n Yes. Each file must be under 25 MB<\/strong>, and very large documents may affect accuracy.<\/p>\n 5. How does this help improve sales efficiency?<\/strong><\/p>\n It reduces time spent on repetitive tasks, ensures communication accuracy, and allows sales teams to focus on customer conversations and closing deals.<\/p>\n By combining Copilot custom prompts with AI Builder inputs, sales teams can:<\/p>\n This approach strengthens both sales productivity and customer engagement, aligning CRM processes with business goals.<\/p>\n Want to explore more?<\/p>\n This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs. 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Why Copilot with Custom Prompts Matters<\/strong><\/h3>\n
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Example Sales Scenario<\/strong><\/h3>\n
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![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\n![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\nOutput<\/strong> Formats<\/strong> Available<\/strong><\/h3>\n
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![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
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![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
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![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\n![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\n![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\n![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\nTypes of Inputs You Can Add<\/strong><\/h3>\n
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How to add inputs to a prompt:<\/strong><\/h3>\n
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![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
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![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\n![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\n![\"Copilot](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/12Copilot-Custom-Prompts-and-AI-Builder-in-Dynamics-365-Sales.png\")
<\/p>\nFAQs on Copilot Custom Prompts & AI Builder<\/strong><\/h3>\n
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Conclusion<\/strong><\/h3>\n
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