Boost your sales with product content recommendations

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Release plans for Dynamics 365, Power Platform, Cloud for Industry, and Copilot.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - May 17, 2024

Business value

As a sales professional, you often face the challenge of finding the right product information quickly. With the personalized content recommendation feature, you get the right document at the right time. This feature greatly improves meeting preparation, saves time, and helps you build stronger customer relationships. By integrating content recommendations directly into your workflow, you stay focused and get the most value from every interaction.

Feature details

As an admin, you can:

  • Configure any knowledge source to retrieve product-specific content.

As a seller, you can:

  • Get contextual content recommendations based on the products included in the opportunity, from sources like SharePoint.
  • Leverage the Copilot prompts for easy retrieval of product-specific content.

Sample image of content recommendation

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Copilot in D365 Sales boosts efficiency with content recommendations and Q&A (blog)

Get content recommendations from SharePoint (docs)