How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide

In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a flood of irrelevant results, making it frustrating to find the right one. That’s where Microsoft Dynamics 365… Read More »

The post How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A Simple Guide first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.