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Customize Copilot in Dynamics 365 Sales (preview)

[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.

Note

  • This article applies only to Copilot in Dynamics 365 Sales. You can also customize Copilot in other model-driven apps. Learn more at Customize Copilot chat using Copilot Studio(preview).
  • 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

  1. Sign in to Copilot Studio.

  2. Select your Dynamics 365 environment and then select Agents.

  3. Select Sales Copilot Power Virtual Agent Bot to customize Copilot in Dynamics 365 Sales.

  4. Customize the following aspects of Copilot chat experience:

Note

The Image and Video message types from agent to user aren't supported. As a workaround, you can use Adaptive Cards.

Watch videos

Watch these videos to learn more about customizing Copilot in Dynamics 365 Sales:

Extending Copilot in Sales Part 1
Extending Copilot in Sales Part 2
Extending Copilot in Sales Part 3

FAQ for Copilot chat in model-driven apps
Responsible AI FAQs for Power Apps

Note: The author created this article with assistance from AI. Learn more