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Enable Copilot for Dynamics 365 Sales environment

https://dynamicscrmclub.files.wordpress.com/2024/01/turnotherthingson.png

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment.

It is recommended to do this in your Sandbox instances first.

Enable Copilot for Dynamics 365 Sales

Given that you have the correct licenses setup and you are a System Administrator, you can follow the below steps in order to enable Copilot for Dynamics 365 Sales –

  1. Make sure you are in the Sales Hub app.
  2. And then go to the App Settings
  3. Here, you’ll see the Copilot as an option on the Sitemap, select that.
  4. Note that all the Settings are turned off by default.
  5. First thing you can do is, turn Auditing On. It’ll take a while to Save the changes in the background.
  6. Then, you can turn on other features which are in Preview On and enable the Copilot App based on your Published apps in your environment.
  7. Here are the Preview features which are listed under the See what’s in preview link in the above screenshot – https://learn.microsoft.com/en-gb/dynamics365/sales/view-copy-email-summary
  8. Once the changes are saved, it’ll look like this in the Published state. the selections will remain the Publish button will be disabled.
  9. At this stage, the Copilot has been enabled for the selected Apps in your environment.
    Now, you can move to other options like Opportunities and Leads tabs on the settings page.
    The Summary section in the entities will show which fields should be included in Summary information that Copilot will generate.
    The Recent Changes in the entities will show which fields should be included to keep track of the changes which happen on these fields.

At this point, you are all set in configuring Copilot in your Dynamics 365 Sales environment. Next, I’ll write about how we can use the features which we enabled in this post and I’ll share link of the upcoming post here.

Hope this helps!

Thank you!

This post was originally published on this site

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