Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also known as Copilot Search. This innovative feature allows users to filter and retrieve information using simple, conversational queries—no complex syntax required!
What is Natural Language Search?
Natural Language Search enhances the traditional search experience by allowing users to type natural language commands, such as:
- “Show me all leads with ‘AirPods’ in the topic.”
- “Find leads where the owner is not [insert name here].”
- “Show records where the business phone contains 314.”
Instead of manually applying filters, users can instantly refine their search results by simply describing what they need.
Key Features & Benefits
✅ Faster Data Retrieval – No need to navigate complex search filters.
✅ Customizable Views – Save filtered searches as new views for easy access.
✅ User-Friendly Interface – Ideal for both new and experienced users.
✅ Quick Setup – Admins can enable Copilot Search in just a few clicks via the Power Platform Admin Center.
How to Enable Natural Language Search
To turn on Natural Language Search in your Dynamics 365 environment:
- Navigate to the Power Platform Admin Center.
- Select Settings for your environment.
- Under Features, find Natural Language Grid and View Search.
- Toggle the setting to All Users Immediately or Users as This Feature Becomes Available.
- Save your changes, and you’re all set!
Ready to Try Natural Language Search?
Copilot Search is a powerful tool that makes navigating Dynamics 365 Sales more efficient than ever. Try it out today and experience smarter, faster CRM search!
📌 Watch our full demo here: https://youtu.be/c-l_6zNCr1Y
📌 Learn more about Dynamics 365 Copilot: enCloud9 Blog
About enCloud9
enCloud9 helps businesses maximize Dynamics 365 with expert implementation and customization, optimization, and support. As a Microsoft Solutions Partner, we streamline sales, marketing, and customer service with tailored solutions that drive efficiency and ROI.
🚀 Why choose enCloud9?
✅ Expert CRM guidance for seamless adoption
✅ Custom solutions tailored to your business
✅ Ongoing support to keep you on track
✅ Faster ROI with automation and optimization
Let’s unlock the full potential of Dynamics 365 together!
🔗 Learn more: www.encloud9.com
