Copilot prompt guide reference
The prompt guide in Copilot in Dynamics 365 Sales provides predefined prompts that you can use to get information, ask questions, and stay ahead of your work. Use these prompts to get the most out of Copilot and be more productive and efficient in your daily work. Learn about how to chat with Copilot using predefined prompts
| Prompt | Description | More information |
|---|---|---|
| Get info > Show my pipeline | Displays the pipeline view of your open opportunities, along with the list of opportunities in your pipeline. The opportunities are ordered by the estimated close date. | Show my pipeline |
| Get info > Summarize account, Summarize lead, or Summarize opportunity | Displays the summary of a given account, lead, or opportunity. | Summarize account, lead, or opportunity |
| Get info > Get related files | Displays files related to the record you specify from SharePoint. | Get related files |
| Get info > Get info from SharePoint about | Displays answers to your questions from the documents stored in SharePoint. | Get info from SharePoint |
| Get info > Which account generates the most revenue | Displays a list of accounts that have generated the most revenue in the last 12 months. | Prompt in natural language. For a list of sample prompts in natural language, see questions related to sales data and sales-specific terminology |
| Get info > Which products are selling the most compared to last month | Get a list of products that have the highest sales compared to the previous month, across your org. | Prompt in natural language. For a list of sample prompts in natural language, see questions related to sales data and sales-specific terminology |
| Get info > Get latest news for account | Displays the latest news that features or mentions the account you specify. | Get latest news for account |
| Ask questions > The average deal size and cycle time for won deals | Calculates the average size and cycle time of deals that have been marked as won, across your org. | Prompt in natural language. For a list of sample prompts in natural language, see questions related to sales data and sales-specific terminology |
| Ask questions > What is the conversion rate for deals | Determines the percentage of deals that are successfully closed compared to those initiated, across your org. | Prompt in natural language. For a list of sample prompts in natural language, see questions related to sales data and sales-specific terminology |
| Ask questions > What's new with my sales records | Get a list of your sales records that were updated in the last seven days. | What's new with my sales records |
| Ask questions > What's newly assigned to me | Get a list of leads and opportunities that were assigned to you in the last 15 days. | What's newly assigned to me |
| Ask questions > What's changed for record type | Get a list of updates to your account, lead, or opportunity records in the last seven days or since you last signed in. | Show recent changes |
| Stay ahead > Prepare for sales appointments | Prepare better for your sales appointments with a summary of notes from the last three months and the most recent email thread on the timeline of the related record. | Prepare for sales appointments |
| Stay ahead > Show emails that need follow up | Get a list of emails that you haven't replied to. | Show emails that need followup |
| Stay ahead > Give me all the opportunities that i have not contacted in the last 20 days | Lists opportunities that have not been contacted or followed up within the last 20 days. | Prompt in natural language. For a list of sample prompts in natural language, see questions related to sales data and sales-specific terminology |