Microsoft Dynamics 365's Copilot streamlines the sales process by providing AI assistance to boost productivity. It offers generative AI capabilities for record summarization and email content generation. This article explains how to configure Copilot quickly and discusses end-user authentication options. There are two types of authentication available: user authentication and Copilot author authentication. The article provides step-by-step instructions for creating a custom Copilot and adding actions. It also explains how to set the user authentication method and test the Copilot. The article concludes by highlighting the importance of selecting the appropriate authentication method based on business needs.
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