Turn on and set up Copilot in Dynamics 365 Sales
Copilot in Dynamics 365 Sales is turned on by default for the following orgs:
Orgs in regions where an Open AI Service endpoint is available.
Orgs that have provided consent for data movement across regions and set the release channel for the sales app to Monthly release channel.
For all the other orgs, an admin must provide consent in the Power Platform admin center and then turn on Copilot in the Sales Hub app. This article provides instructions for turning Copilot on or off, providing consent for data movement, and configuring Copilot for your business.
Important
- If you had previously turned Copilot off, it remains turned off.
- Throughout this article, the term sales apps refers to apps that have lead and opportunity tables and are not part of the exclusion list
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise |
| Security roles | System Administrator |
For more information about the licensing requirements for Copilot in Dynamics 365 Sales, see licensing FAQs
Prerequisites
- Verify whether your org is in a region where Copilot in Dynamics 365 Sales is available. For a list of regions where Copilot is available, see the Copilot international availability report.
- Verify whether your region has an Azure OpenAI Service endpoint. If not, you must provide consent for data movement across regions to use Copilot in Dynamics 365 Sales. Learn more about data movement and regions involved with copilots.
Turn Copilot features on or off in Sales Hub
Turning on Copilot features turns on the chat and embedded Copilot experiences in the Sales apps.
In the Sales Hub app, go to Change area in the lower-left corner of the page and select App Settings.
Under General Settings, select Copilot.
Select Turn audit on to turn on audit history for the lead, opportunity, and account tables. If auditing is already turned on for these tables or globally, the Turn audit on option isn't displayed.
- Audit history is required for Copilot to display recent changes to leads, opportunities, and accounts.
- If you configure Copilot to show recent changes from tables other than lead, opportunity, and account tables, turning on auditing turns on audit history for those tables as well. However, if you remove those fields later, you need to turn off audit history for those tables manually.
If your org is in a region where Azure Open AI Service endpoint isn't available but you didn't provide the consent for data movement, select Go to Power Platform admin center and follow the instructions to provide consent.
Under All apps, select a global setting that you want to apply to all Sales apps and then override the setting at the app-level. For example, if you want to enable Copilot only for the Sales Hub app, select Off for All apps and then select On only for the Sales Hub app under Individual apps > Sales Hub.
The initial setting on the Set up Copilot in Dynamics 365 Sales page depends on the setting for the org and the app. For example, if your Power Platform admin turned Copilot on for your org but your Power Apps admin turned it off for the Sales Hub app, the initial setting in the Set up Copilot in Dynamics 365 Sales page is set to Off for Sales Hub app and On for all other Sales apps.
The Default setting applies the default behavior explained at the beginning of this article.
Select Try our newest preview features before they're rolled out to everyone to get all the Copilot preview features automatically.
Turn on Email (preview) to get the Copilot email experience. This option is enabled only after you turn on the Try our newest preview features before they're rolled out to everyone option.
Select Save.
Add the Copilot page site map entry to custom sales app
When you create a custom model-driven app, you can choose a default solution to create a site map for it. However, you can choose solutions that are based on table forms only. The full-screen Copilot page is based on a URL custom control and doesn't appear in the list of solutions. You must add it to the site map manually.
Add the Copilot page to your site map by following the instructions in add site map entry to your custom app and enter or paste the following URL:
/main.aspx?&pagetype=control&controlName=PowerApps.Copilot
Next steps
- Configure fields for generating summaries and recent changes list
- Configure fields for generating what's new with my sales records list
- Configure Copilot to use specific SharePoint locations