Copilot prompt guide reference
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 |
| Get info > Show my pipeline | Displays the pipeline view of your open opportunities, along with the list of opportunities in your pipeline. The opportunities are ordered by the estimated close date. | Show my pipeline |
| Get info > Summarize file | Displays the summary of the document you specify. | Summarize proposals or sales documents |
| Ask questions > What's new with my sales records | 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 |
| Ask questions > What's changed for record type | Get a list of updates to your account, lead, or opportunity records in the last seven days or since you last signed in. This prompt is available only when auditing is enabled. | Show recent changes |
| Stay ahead > Prepare for sales appointments | Prepare better for your sales appointments 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 appointments |
| Stay ahead > Show emails that need follow up | Get a list of emails that you haven't replied to. | Show emails that need followup |