Enable Copilot for Dynamics 365 Sales environment
To enable Copilot for Dynamics 365 Sales, follow these steps: 1. Make sure you are in the Sales Hub app. 2. Go to the App Settings. 3. Select Copilot as an option on the Sitemap. 4. Turn on Auditing. 5. Enable other features that are in Preview. 6. Save the changes. 7. The Copilot will be enabled for the selected Apps in your environment. Once enabled, you can configure Copilot for specific entities like Opportunities and Leads. The Summary section will show which fields should be included in the generated information, and the Recent Changes section will track changes in specific fields. This post provides a guide on enabling Copilot, and future posts will cover how to use the enabled features. Note: This content contains additional unrelated information about Power Automate posts.
Article 15m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time