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This article lists the tools for using the Copilot capabilities. Make sure that Copilot in Dynamics 365 Sales is configured and turned on.
Learn more about the summaries and insights returned by the following tools in Use Copilot in Dynamics 365 Sales.
| Tool name (friendly) | API name | Purpose | Parameter(s) | Returns |
|---|---|---|---|---|
| Recent changes tool | msdyn_GetInsights |
Retrieve recent changes to leads, accounts, and opportunities owned by the user | None | List of leads, accounts, and opportunities that were updated since the user's last login |
| Sales record summary tool | msdyn_SalesRecordSummary |
Retrieve record summary for the given record | RecordId (string) |
Summary of the given record based on the fields configured by the admin. |
| Sales lead catchup tool | msdyn_SalesLeadCatchup |
Retrieve recent lead updates | LeadId (string) |
Recent changes to the given lead record for fields configured by the admin |
| Sales account catchup tool | msdyn_SalesAccountCatchup |
Retrieve recent account updates | AccountId (string) |
Recent changes to the given account record for fields configured by the admin |
| Sales opportunity catchup tool | msdyn_SalesOpportunityCatchup |
Retrieve recent opportunity updates | OpportunityId (string) |
Recent changes to the given opportunity record for fields configured by the admin |
| SharePoint search results tool | msdyn_GetDocumentSearchResults |
Search SharePoint documents for the given query | Query (string) |
List of documents that contain the given query terms from the configured SharePoint sites. |
| SharePoint Q&A tool | msdyn_SalesAnswerFromDocuments |
Get answers from SharePoint documents for the given query | Query (string) |
Answers from SharePoint documents for the given query from the configured SharePoint sites. |