Use Sales Copilot to see the pipeline (Dynamics 365)


The article discusses how to use the Sales Copilot feature in Microsoft Dynamics 365 to view a list of opportunities assigned to you. To enable Sales Copilot, go to App Settings in Sales Hub and specify the Sales Apps where you want it enabled. Once enabled, you can open the Sales Copilot Help Pane and select the Sparkle Icon to access the Prompt Guide. From there, you can choose "Show my pipeline" to see the opportunities sorted by estimated close date. Clicking on "Show all" will open the corresponding opportunity view.


Article 15m

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