[This article is prerelease documentation and is subject to change.]
Customize Copilot chat to make it more intelligent and relevant for your organization.
Important
This is a preview feature.
Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
You can customize the following aspects of the Copilot chat experience in Dynamics 365 Sales:
Add additional topics to help Copilot learn from your organization's data, content, and processes.
Customize the prompt guide to include the most relevant prompts for your organization.
Knowledge source is not yet supported for Copilot in Dynamics 365 Sales.
Customize Copilot using Copilot Studio
Use a solution to manage your customizations so that you can easily deploy them across different environments. Learn more in Create a solution in Copilot Studio
Improve business processes for customer service functions, such as automatic case creation and queue management with Microsoft Dynamics 365 Customer Service.