Problem Definition:
Sales teams work with a large number of records every day, such as leads, opportunities, and
accounts. As the amount of data grows, finding the right records quickly becomes more difficult.
Although Dynamics 365 provides filtering and sorting options, users often need to apply
multiple conditions manually, which can be time-consuming, especially for those who are not
familiar with advanced filters.
For example, if a salesperson wants to view open opportunities with an estimated revenue
above a certain amount, they have to open the filter panel, select the appropriate columns,
define condition, and then apply them. Repeating this process multiple times throughout the
day affects productivity and interrupts the user’s workflow.
There is a need for a faster and more intuitive way to search, filter, and organize business data
without relying on complex filter configurations or extensive navigation.
Solution:
Dynamics 365 Sales now enables users to interact with Smart Grids using natural language
through Copilot Search.
Instead of manually configuring multiple filters, users can simply describe what they are looking
for in everyday language. Copilot interprets the request, applies the appropriate filters, and
immediately updates the Smart Grid.
This significantly improves productivity by reducing the time required to locate business-critical
information.
What is Smart Grid?
A Smart Grid is the enhanced tabular view used in Dynamics 365 Sales for displaying business
records such as:
•Leads
•Opportunities
•Accounts
•Contacts
With Release Wave 1 2026, Smart Grid becomes AI-enabled through Copilot, making data
exploration faster and more intuitive. javascript:”javascript:”javascript:”
Thank you, Prathamesh Desai for your valuable insights for this blog.
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