Configure Sales Copilot for D365 Sales (preview)
The article explains how to configure Sales Copilot for Dynamics 365 Sales (preview). The steps to enable Sales Copilot for Outlook and Microsoft Teams are still the same. The steps needed to get Sales Copilot working in your Dynamics 365 Sales instance have been considerably simplified. The first thing you'll need to do is open the Sales Hub and navigate to the 'App Settings' area. You'll notice a navigation item for 'Sales Copilot(preview)' below 'General Settings' on the sitemap. When clicking on 'Sales Copilot(preview)' you'll be taken to a page with a button that reads 'Set up Sales Copilot'. Once the 'Set up Sales Copilot' button has been clicked, you'll notice an overlay screen that shows all the apps in the environment.
Article 20m
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