Configure fields for generating summaries and recent changes

By default, Copilot uses a set of predefined fields to generate summaries, a list of recent changes for accounts, leads, and opportunities, and prepare for meetings. You can add other fields from lead, opportunity, account, and related tables to make the summaries and recent changes list more relevant for your business.

Important

• The Account summary feature is an early access feature. You can opt in to use it for testing and adoption in your environments.
• If you have not opted in for the early access preview features, you continue to see account summary as a public preview feature. However, the account summary feature public preview must be enabled.

1. In the Sales Hub app, go to Change area in the lower-left corner of the page and select App Settings.

2. Under General Settings, select Copilot.

3. Select Opportunities, Leads, or Accounts. The following screenshot shows the Opportunity settings page. The Lead and Account settings page is similar.

   

4. To choose fields for generating summaries, select the Summary tab. To choose fields for generating the recent changes list, select the Recent changes tab.

   The recent changes list is generated from the audit history. If the Recent changes tab isn't available, it means that auditing is turned off globally or for the table you selected (leads, opportunities, or accounts). Select Turn audit on in the notification bar to turn on audit history for all the tables in the Recent changes tab.

   

5. Select Add fields.

6. Select at least four fields, up to a maximum of 15 for summaries and 10 for recent changes. You can add fields from the current table or related tables.

   The Save button is disabled if you select fewer or more than the allowed number of fields. If you added more than the allowed number of fields, clear the checkbox, or select fields that you don't need and select Delete.

   In the Recent changes tab, when you add a field from a related table that doesn't have audit history turned on, Turn audit on appears in the notification bar. Select it to turn on auditing for the table. If you remove the field later, you need to turn off audit history for the table manually.

7. For Opportunities only. To display the opportunity summary widget within the opportunity form, in the Opportunities settings page, select the Show opportunity summary as a widget in the form option.
   To add the opportunity widget to custom forms, see Add the opportunity summary widget to custom forms.

8. For Opportunities and Accounts only. To customize the sections to display in the summary, select Customize related info.

   • Opportunities:

     1. In the Customize related info dialog box, select the sections that you want to display in the Opportunity summary view for users to see. These sections are:

        • Enriched key info: Displays relevant insights from related records in the key info section.
        • Product insights: Displays insights about the products in the opportunity and fields such as product names, total amount, and budget are considered for insights.
        • Quote insights: Displays insights about the quotes in the opportunity and fields such as total number of quotes, most recent quote, and total amount are considered for insights.
        • Competitor insights: Displays insights about the competitors in the opportunity and fields such as competitor names, strengths, and weaknesses are considered for insights.

        By default, all options are selected.

     2. Select Save.

   • Accounts:

     1. In the Customize related info dialog box, select the sections that you want to display in the Account summary view for users to see. These sections are:

        • Enriched key info: Displays relevant insights from related records in the key info section.
        • Opportunities: Displays all open opportunities for this account.
        • Leads: Displays all leads linked to this account.
        • Cases: Displays all open cases linked to this account. However, to display information in this section, Dynamics 365 Customer Service must be enabled in your environment.

        By default, all options are selected.

     2. Select Save.

9. Save your changes.

Add the opportunity summary widget to custom forms

The opportunity summary widget includes an AI-generated summary of the opportunity record. This widget is available in the opportunity form by default. If you have a custom form, you can add the opportunity summary widget to it.

1. Sign in to the Power Apps maker portal.

2. From the site map, select Tables and open the table.

3. From the Data experience section, select Forms.

4. Open your custom form for which you want to add the opportunity summary widget.

5. On the command bar, select Component and then add the 1-column section component to the form as a placeholder for the widget.

6. From the Component site map, select Display and then add the Record summary to the newly added column.

   The opportunity summary widget is added to the form.

   Note

   To hide the New section label, go to the Properties tab of the New Section settings pane, and then select Hide label.

7. Save and publish the form.

Grant audit access to your sellers

Copilot generates the list of recent changes for leads, opportunities, and accounts from the audit history. So, your sellers need access to the audit history and audit summary to view the recent changes.

1. Sign in to the Power Platform admin center and select your environment.

2. Select Settings > Users + permissions > Security roles.

3. Select the security role that's assigned to your sellers, and then select the Miscellaneous Privileges tab.

4. In the list below the tab, select Show only unassigned privileges.

5. Select Organization as the Privilege Level for the following privileges:

   • View Audit History
   • View Audit Summary

6. Select Save + close.