Sellers at a consultancy ask Copilot in Dynamics 365 Sales whether a deal still clears the margin rule. The figures live in the project-accounting system, and a teammate pastes them into the opportunity notes. What should the architect connect?
Select an answer to reveal the explanation.
Short Explanation
You read the meter, you do not copy last month's number onto a sticky note. You connect the project-accounting system so the sales copilot answers the margin question from that source. A paste into the opportunity notes goes stale at the next posting.
Full Explanation
The seller's margin question is only as current as the system that posts the figures. Those figures live in the project-accounting system, so the architect connects that system to Copilot in Dynamics 365 Sales and stops the practice of pasting margins into opportunity notes. Connecting nothing and pasting by hand leaves every opportunity with a copy that can disagree with accounting after the next posting. A public article of every client's margin exposes commercial figures beyond the seller who is working the deal, and it is still a copy rather than the accounting system. A custom model trained on last quarter's pasted notes learns the stale copies and will not see a margin that accounting changed after those notes were written. Exam caveat: the connector should return the margin the seller is allowed to see for that opportunity. It is not a feed of unrelated client ledgers into the chat. Operational check: change a margin in the project-accounting system for a test deal and confirm the sales copilot reports the new figure without anyone editing the opportunity notes.