Add the Copilot control to the rich text editor

The Copilot control is available in the email form's rich text editor toolbar by default. You can add the Copilot control to the rich text editor in other forms by changing the editor's properties in its advanced configuration file.

Important

• This is an early access feature. You can opt in to use it for testing and adoption in your environments.
• This feature is in early access only for new organizations. Existing organizations that are already using the feature can continue to use it, even if they haven't opted in for early access.
• This feature is available for Dynamics 365 Sales, including custom sales apps that have lead and opportunity entities added to the site map.

Prerequisites

Have a configuration file for the rich text editor in the form where you want to add the Copilot control.

Add the Copilot control

To add the Copilot control to the rich text editor toolbar in a form, you need to add a value that represents it to the extraPlugins and toolbar properties in the editor's advanced configuration file.

1. Open the editor's advanced configuration file.

2. Add the following values in the defaultSupportedProps section of the file:

   • In the extraPlugins property, add copilotrefinement.
   • In the toolbar property, add CopilotRefinement.

   It should look something like the following example, where "…" represents values that aren't shown to save space:

   "defaultSupportedProps": {
       ...
       "extraPlugins": "computedfont,...,copilotrefinement",
       ...
       "toolbar":[{ "items": ["CopyFormatting", ... ,"CopilotRefinement"]}]
   },
   

3. Save the file, and then publish the changes.

See also

Use Copilot in the email rich text editor