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The prompt guide in Copilot in Dynamics 365 Sales provides predefined prompts that you can use to get information, ask questions, and stay ahead of your work. Use these prompts to get the most out of Copilot and be more productive and efficient in your daily work. Learn about how to chat with Copilot using predefined prompts
| Prompt | Description | More information |
|---|---|---|
| Get info > Get info from SharePoint | Displays answers to your questions from the documents stored in SharePoint. | Get info from SharePoint |
| Get info > Get latest news for account | Displays the latest news that features or mentions the account you specify. | Get latest news for account |
| Get info > Show files from SharePoint | Displays files related to the record you specify from SharePoint. | Get related files |
| Ask questions > Show my customer updates | Get a list of your sales records that were updated in the last seven days. | What's new with my sales records |
| Ask questions > What's newly assigned to me | Get a list of leads and opportunities that were assigned to you in the last 15 days. | What's newly assigned to me |
| Stay ahead > Prepare for sales meetings | Prepare better for your sales meetings with a summary of notes from the last three months and the most recent email thread on the timeline of the related record. | Prepare for sales meetings |