Define knowledge sources for getting more out of Copilot
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Dec 2024 | - | - |
Business value
As a seller, you frequently face challenges in locating information spread across multiple sources, leading to time-consuming and tedious tasks. This fragmented access not only hampers your productivity but also raises the risk of misinterpreting crucial data, which can negatively impact decision-making accuracy. You expect information from different systems and databases consolidated and instantly accessible at your fingertips, streamlining workflows and enhancing your efficiency.
Copilot enhances decision-making by drawing from various enterprise data sources, such as Power Platform, Dynamics 365, and external websites, providing comprehensive insights that support timely, informed business choices. Quick access to accurate data also accelerates sales cycles, enabling you to respond to customer queries, gather necessary information, and close deals more efficiently. Additionally, by unifying data across multiple systems, Copilot fosters better cross-functional collaboration, allowing departments to work from a shared understanding and reducing organizational silos.
Feature details
With this feature, you can:
- Add various knowledge sources in Microsoft Copilot Studio to enable Copilot in Dynamics 365 Sales to retrieve information. The knowledge source can be from Power Platform, Dynamics 365, websites, and external systems, providing relevant insights for users. You can add knowledge sources either at initial setup or later to improve flexibility and enhanced functionality.
- Get relevant and authentic information from the configured knowledge sources.
