Configure Sales Copilot for D365 Sales (preview)

I previously wrote an article when I initially gained access to the preview for Sales Copilot, where I explained how to install/enable Sales Copilot in Dynamics 365 and showed you how it works. If you haven’t read the article yet, you can access it here. Since then, a few things happened an a few updates were implemented to enhance Microsoft’s Sales Copilot. Let’s first talk about what happened with Viva Sales. In July, it was revealed that Viva Sales underwent a rebranding, transforming into Sales Copilot. You might be wondering about the implications of this change, so let me clarify. Essentially, all the features and capabilities of Viva Sales are now integrated into Sales Copilot. The Viva Sales functionality includes two main components: the functionalities accessible within Outlook and Microsoft Teams, which are generally available today. The Sales Copilot features within Dynamics 365 Sales were already called Sales Copilot, so collectively, all of these features are now one product referred to as Sales Copilot.

Enable Sales Copilot for Dynamics 365

The steps to enable Sales Copilot for Outlook and Microsoft Teams are still the same and if you’re looking for instructions on how to do that, you can find them here. In a previous article, I explained the process of installing and enabling Sales Copilot in Dynamics 365. However, it’s important to note that these steps have been recently changed, which is why I decided to write this article. The steps needed to get Sales Copilot working in your Dynamics 365 Sales instance have been considerable simplified, which is good news for you!
The first thing you’ll need to do is open the Sales Hub and navigate to the ‘App Settings’ area. You’ll notice a navigation item for ‘Sales Copilot(preview)’ below ‘General Settings’ on the sitemap. When clicking on ‘Sales Copilot(preview)’ you’ll be taken to a page with a button that reads ‘Set up Sales Copilot’.

Once the “Set up Sales Copilot’ button has been clicked you’ll notice an overlay screen that shows all the apps in the environment. Admins can select for which model driven apps Sales Copilot should be enabled for, and which functionality should be accessible. If they only want the email compose feature to be turned on for a certain app, they can the box under ‘Compose’ next to each model driven app, if they want to enable the chat functionality, they can check the ‘Chat’ box next to the model driven app they want to turn this on for. If both features should be enabled, both boxed need to be checked. Once a box is checked, the admin will see the ‘confirm’ button on the right bottom side of the screen. Once this is clicked, the screen refreshes, showing three different sections under the Sales Copilot Settings: Record Summary, Record Catch Up, and Compose. NOTE: You can go back to add or remove apps for which you have enabled Copilot Sales at any time by clicking the ‘Manage Apps’ button on the right bottom of the Sales Copilot settings (preview) screen.

Record Summary Columns

When the ‘Record summary’ tab is clicked, you’ll notice the default view for leads and opportunities has automatically been selected. This is where we can do some configuration to Copilot. The views that are selected here, will act as datasources, as Copilot Sales will use the first 7 columns in those views to create the summary for leads and opportunities. You can select an existing view for Copilot to use, or you can create a new view and select that as the source here. In case you were wondering, yes you can add custom columns to a view as well!

Record Catch Up

The catch up summaries are created from fields that have recently been changed. The metadata of these field changes are stored in audit history, so in order to use the catch up summaries, you’ll need to have the audit feature enabled, and your sellers need to have access to it. The record catch up section shows a button where admins can enable auditing in the environment. Simply sliding the button over will enable auditing in the system. As mentioned before, don’t forget to give your sellers access to view audit history by adding or adjusting their security role. They will need the following privilege’s:

• View audit history
• View audit summary

Once auditing has been enabled in the ‘record catch up’ section, you’ll see the view selector here as well for both leads and opportunities. Just like we can configure the views to include columns that will be used to generate the record summary, we can do the same here. Any time a catch up summary is created, Copilot Sales will use the last 10 updates in the audit history for the columns in these views. Keep in mind that auditing needs to be enabled for the columns in the views you selected here! I hope you enjoyed reading this article! Be sure to check in again next week or subscribe here to never miss another post!