Configure Sales Copilot for D365 Sales (preview)

Configuring Sales Copilot for Dynamics 365 Sales (preview) is an important step for ensuring a successful implementation. Microsoft has recently released several updates and enhancements to Sales Copilot that will help improve its usability and functionality. To take full advantage of these updates, an understanding of how to configure Sales Copilot for use in Dynamics 365 Sales (preview) is necessary. This article will provide a comprehensive overview of how to install/enable Sales Copilot in Dynamics 365, as well as the steps to configure it for use in Dynamics 365 Sales (preview). It will also discuss the updates and enhancements that have been implemented in Sales Copilot since the initial preview release.

Among the topics addressed in the recent changes was 'Viva'.
For more detailed information and instructions, interested readers are directed to visit the original article on the dedicated webpage.

• Microsoft's Sales Copilot has seen several improvements.
• A link is provided for more details on the changes and enhancements.
• The topic 'Viva' was among the changes discussed.
• For more information, visit the dedicated webpage containing the original article.

 

The first step is to install/enable Sales Copilot in Dynamics 365. This can be done by navigating to the Dynamics 365 AppSource page and downloading the Sales Copilot application. Once the application is installed, it will be available in the Dynamics 365 Sales module. From there, users will need to add the Sales Copilot web part to their Dynamics 365 Sales page by clicking the “+” icon in the top right corner of the page. This will open a window that will allow users to add the Sales Copilot web part.

The next step is to configure Sales Copilot for use in Dynamics 365 Sales (preview). This can be done through the Sales Copilot settings page, which can be accessed by clicking the settings icon in the Sales Copilot web part. On the settings page, users will be able to configure the Sales Copilot settings, such as the users who will have access to Sales Copilot, the type of data that will be displayed in Sales Copilot, and the type of notifications that will be sent. Once the settings are configured, users will be able to start using Sales Copilot in Dynamics 365 Sales (preview).

Since the initial preview release, Microsoft has implemented several updates and enhancements to Sales Copilot. These updates include the ability to add custom fields to the Sales Copilot dashboard, improved analytics and reporting capabilities, and the ability to create custom filters and views for Sales Copilot. Additionally, Microsoft has added the ability to integrate Sales Copilot with other Microsoft products, such as Power BI, Yammer, and SharePoint, as well as third-party applications. Finally, Microsoft has added a new feature called Viva, which is a conversational AI assistant that can be used to ask questions about Sales Copilot data.

In conclusion, configuring Sales Copilot for Dynamics 365 Sales (preview) is an important step for ensuring a successful implementation. Microsoft has released several updates and enhancements to Sales Copilot that will help improve its usability and functionality. To take full advantage of these updates, an understanding of how to configure Sales Copilot for use in Dynamics 365 Sales (preview) is necessary. This article has provided a comprehensive overview of how to install/enable Sales Copilot in Dynamics 365, as well as the steps to configure it for use in Dynamics 365 Sales (preview). It has also discussed the updates and enhancements that have been implemented in Sales Copilot since the initial preview release.

Since the publication of that text, a few changes have occured and several updates have been implemented, resulting in improved functionality of Microsoft's Sales Copilot.
The various changes and enhancements to Sales Copilot were further discussed in another article accessible via link provided.

 

Further Details on Sales Copilot Updates

The Sales Copilot for D365 Sales has seen several updates and improvements, making it more functional and efficient. The original article provides detailed instructions on its installation and implementation. A significant update was the inclusion of 'Viva'. More information about this and other related topics can be found by visiting the link provided. Microsoft continues in its commitment to perfecting the Sales Copilot for D365 Sales.

 

 

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Keywords

Sales Copilot Dynamics 365, Enable Sales Copilot, Sales Copilot Preview, Sales Copilot Enhancements, Sales Copilot Updates