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Use Copilot to get information about your pipeline, summarize your opportunities, leads, and accounts, and get the latest news about your accounts. You can either use predefined prompts or ask questions in natural language. This article describes some of the prompts that you can use to get information from Copilot. Learn more about chatting with Copilot in natural language.
Show my pipeline
Copilot can provide a list of open opportunities that are assigned to you, sorted by the estimated close date.
Open Copilot, and then select View Prompts above the Copilot chat box.
Select Get info > Show my pipeline, and then press Enter.
Would you like to view a summary of different fields?
Copilot generates its summary from a set of predefined fields. Other fields might be more important to you, however. For example, estimated revenue, close date, contact, pipeline stage, and proposed solution might be the first things you look for in an opportunity. Work with your Dynamics 365 Sales administrator to add those fields to the summary.
Keep in mind that the summary fields are set at the organization level. Make sure that your entire sales team agrees on the top 15 fields that are most relevant for your business.
Show the latest news about an account
Copilot can get the latest news that features or mentions your accounts, curated by Bing. These news articles can be great conversation starters and help you understand the dynamics in your customers' organizations.
The latest news feature is available only if the following conditions are met:
- Your admin has provided consent for Copilot to use Bing search. Learn more in provide consent for Copilot to use Bing search.
- You haven't turned off the Bing search. Learn more in Turn off Bing search
As always when you're working with AI-sourced content, read articles thoroughly to confirm they're from authentic sources and are indeed about your customer.
Select View Prompts above the Copilot chat box, select Get info > Get latest news for account, and then press Enter.
- If you have a record open, Copilot lists the news articles that are related to that account.
- If you're in the grid view, Copilot lists news articles for the top 10 accounts you work with, ordered by their associated revenue.
To get the news articles for a specific account, type a slash (/) and then start typing the name of the account.