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Microsoft 365 Copilot, data from D365 Sales through Business Applications in Work IQ (Preview).
We're looking to enable Microsoft 365 Copilot to surface and ground responses using data from Dynamics 365 Sales through the new Business Applications in Work IQ (Preview). We've followed Microsoft's...
Dynamics 365 Sales data surfacing inside M365 Copilot through Work IQ (Preview). Copilot grounds responses on real pipeline and account data instead of coming up empty
Audit the current Work IQ connection and D365 Sales source config
Verify tenant permissions, Graph connector indexing, and semantic index status
Fix entity scoping, security roles, and column-level sharing on D365
Run grounding test prompts to confirm Copilot pulls live Sales records
Document the fix so your team can replicate it