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Use Copilot to get information about your pipeline, summarize your opportunities, leads, and accounts, and get the latest news about your accounts. You can either use predefined prompts or ask questions in natural language. This article describes some of the prompts that you can use to get information from Copilot. Learn more about chatting with Copilot in natural language.
Show the latest news about an account
Copilot can get the latest news that features or mentions your accounts, curated by Bing. These news articles can be great conversation starters and help you understand the dynamics in your customers' organizations.
You can use the latest news feature only if the following conditions are met:
- Your admin provided consent for Copilot to use Bing search. Learn more in provide consent for Copilot to use Bing search.
- You didn't turn off the Bing search. Learn more in Turn off Bing search.
Note
When Bing‑powered skills are enabled, Copilot in Dynamics 365 Sales follows the data protection and privacy policies.
As always when you're working with AI-sourced content, read articles thoroughly to confirm they're from authentic sources and are indeed about your customer.
Select View Prompts above the Copilot chat box, select Get info > Get latest news for account, and then press Enter.
- If you have a record open, Copilot lists the news articles that are related to that account.
- If you're in the grid view, Copilot lists news articles for the top 10 accounts you work with, ordered by their associated revenue.
To get the news articles for a specific account, type a slash (/) and then start typing the name of the account.
Note
To hide Bing-sourced news from your search results, turn off Bing search. In the Copilot Studio page, go to the Copilot in Dynamics 365 Sales agent and disable the Gen AI Bing News topic.