Deploy Copilot for Sales in your organization – Part 1

Here’s how you can setup Copilot for Sales in your organization given that you have the correct privileges –

1. Make sure Copilot for Sales license is assigned to the User who will be using it.
   
2. Then, in the Admin Center, go to Integrated Apps under Settings and look for Get Apps.
   
3. Search for Copilot for Search in the box on the top right and Copilot For Sales will show up as follows.
   
4. Once you click Get it now, you’ll need to confirm the same.
   
5. It’ll then continue to setup and show the App that is getting deployed which is part of the Apps setup in M365 itself.
   
6. It’ll also let you either select the Entire Organization or select the Users whom you want to deploy this to.
   
7. Finally, Accept the permissions listed in case of no objections based on your orgs’ policies.
   
8. You’ll need to re-authenticate with the Admin User you are using to set this up with.
   
9. Once done, you’ll see that the permissions are accepted.
   
10. And finally you can Finish the deployment.
    
11. This is when the Deployment is completed.
    
12. And you can confirm that the App is now enabled for the said user.

In the next post [Releasing on 8th May 2025], we’ll see how you can setup Copilot for Sales under it’s own Settings through a Tenant Administrator!

Hope this was useful!

Thank you!

This post was originally published on this site