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Finding the right data in Dynamics 365 Sales just got easier with Natual Language Search, also referred to as Copilot Search. This feature allows users to filter and retrieve records using simple, conversational queries—no complex filtering required!
With Natural Language Search, you can quickly refine your leads, contacts, and opportunities using plain language, such as:
“Show me all leads with ‘AirPods’ in the topic.”
“Find leads where the owner is not [insert name].”
“Show records where the business phone contains 314.”
Why Use Copilot Search?
Faster searches – No need for manual filtering.
Customizable views – Save your filtered searches for quick access.
Easy setup – Admins can enable the feature in just a few clicks.
Ready to streamline your CRM workflow? Read the full breakdown and step-by-step setup guide on our blog here: Read More
Watch the video here: https://youtu.be/c-l_6zNCr1Y
#Dynamics365 #CopilotSearch #CRM #SalesAutomation #MicrosoftCopilot #BusinessTech #enCloud9
How do you see Natural Language Search improving your workflow in Dynamics 365? Share your thoughts in the comments below! ????
The post Boost Your Productivity with Natural Language Search in Dynamics 365 Sales appeared first on CRM Software Blog | Dynamics 365.
