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Customer experience | Sales, Customer Insights,...
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Copilot Chat to Search for Specific Words in Records

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Hi ,

I would like to know if Copilot Chat in Dynamics 365 can be used to search for records containing specific keywords or phrases.

For example, if I want to quickly find all records that include a certain word in a field, can Copilot help with this?

Is there a way to configure or prompt Copilot Chat to return such filtered results directly?

In addition, can Copilot Chat also return results based on filters we provide (e.g., status = active, created after a certain date, etc.)?

If yes, could you please share the correct approach or example prompts?

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