Use Copilot in Dynamics 365 Sales apps

Article
04/26/2024

Copilot is an AI assistant that helps you be more productive and efficient in your daily work in Dynamics 365 Sales apps. Copilot can summarize information about your leads and opportunities, help you catch up on recent changes to your records, prepare for meetings, and enrich your leads with information from other sources.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
Security roles	Any primary sales role, such as Salesperson or Sales Manager

Prerequisites

Your admin turns on and sets up Copilot.

Open Copilot

You can open Copilot in a side pane—side-by-side with a record such as an opportunity or a lead—or in a full-screen view.

Open Copilot in a side pane

Open the Copilot side pane when you want to get quick insights about a record or ask Copilot to summarize other records, display recent changes, and prepare for meetings without leaving the current page.

Select the Copilot icon ( ) on the right side of your app. You can open the Copilot side pane from any page in your app except for the Copilot page.
Select a prompt from the suggestion list or select the sparkle icon ( ) to get a list of suggested requests, or prompts, that Copilot can help you with. Learn more about the prompts.

Open Copilot in full-screen view (preview)

[This section is prerelease documentation and is subject to change.]

Important

This is a preview feature.
Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Open the Copilot page in a full-screen view when you want more space and focus to chat with Copilot and ask questions.

Select Copilot in your site map.

If it isn't there, ask your admin to turn on Copilot preview features. If you're using a custom app, ask your admin to add the Copilot page to your app's site map.
Select a prompt from the suggestion list or select the sparkle icon ( ) to get a list of suggested requests, or prompts, that Copilot can help you with. Learn more about the prompts.

The following screenshot is an example of how the Copilot full-screen view displays the opportunity pipeline view:

Chat with Copilot

You can chat with Copilot in natural language or use predefined prompts to get the most out of Copilot.

Chat with Copilot in natural language (preview)

[This section is prerelease documentation and is subject to change.]

Important

This is a preview feature.
Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

This feature is only available if your administrator opted into the Copilot preview features.

When you chat with Copilot in natural language, you can use the following types of requests:

Data-based questions: Straightforward data requests such as:
- What's Contoso's annual revenue?
- Who is the owner of Alpine Ski House?
- Show me all my opportunities that are closing this month.

These questions are answered using the data stored in Dataverse, which is the underlying data platform for Dynamics 365 Sales. For more such questions, see Questions about sales data.

Questions with sales-specific terminology: Questions that are based on terms that are specific to Sales organizations. Questions around the following topics are supported:
- Conversion rates. For example, what is my lead conversion rate for the last quarter?
- Deal cycle. For example, what is the average deal cycle for my opportunities?
- Pipeline with filters. For example, show my pipeline with deals closing in next 30 days.
- Deal sizes and values. For example, display open deals with deal size greater than 10000.

For a list of sample questions, see Questions with sales-specific terminology

You can also access some of these question from the Prompt guide that appears when you select the sparkle icon ( ) in the Copilot side pane or Copilot page.

Chat with Copilot using predefined prompts

Use predefined prompts to get the most out of Copilot. The following table includes some of the predefined prompts that you can use to get information, ask questions, and stay ahead with Copilot. More prompts are added regularly to help you be more productive and efficient in your daily work.

Prompt name	Prompt navigation	Description
Show my pipeline	Get info > Show my pipeline	Get a list of opportunities that you own, sorted by the estimated close date.
Summarize lead or summarize opportunity	Get info > Summarize lead or Summarize opportunity	Get a summary of opportunities that you own, sorted by the estimated close date.
Get latest news for account	Get info > Get latest news for account	Get the latest news that features or mentions your accounts.
What's new with my sales records	Ask questions > What's new with my sales records	Get a list of your sales records that were updated in the last seven days.
What's newly assigned to me	Ask questions > What's newly assigned to me	Get a list of leads and opportunities that were assigned to you in the last 15 days.
Show recent changes	Ask questions > *Show recent changes for opportunity or Show recent changes for lead	Get a list of updates to your opportunity or lead records in the last seven days or since you last signed in.
Prepare for sales appointments	Stay ahead > Prepare for sales appointments	Prepare better for your sales appointment with a summary of notes from the last three months and the most recent email thread on the timeline of the related record.
Display unanswered emails	Stay ahead > Show emails that need follow up	Get a list of emails that you haven't replied to.