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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Copilot in Dynamics 36...
Customer experience | Sales, Customer Insights,...
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Copilot in Dynamics 365 Sales

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Posted on by YD-10050155-0
Hello Everyone,
 
I am new to Dynamics 365 Sales. Can anyone help me about below questions?
1, Can Copilot in Dynamics 365 Sales can be customized in Copilot studio?
2, If so, can customized Copilot be used only with Dynamics 365 Enterprise license?
3, What can be set up from Copilot pane in Dynamics 365 sales?
 
Best regards
 
 
 
 
  • Muhammad.Affan Profile Picture
    Muhammad.Affan 4,449 on at
    Copilot in Dynamics 365 Sales
    Hi There,
     
    Please verify the answer so that this thread can be closed and can be used as a solution for future similar problems.
     
    Thanks
    Affan
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,449 on at
    Copilot in Dynamics 365 Sales
    Hi There,
     
    Here are the answers to your questions:
     
    1: YES
    Refer these links:
     
     
    2:   Dynamics 365 Sales enterprise license must purchase the Copilot for Sales subscription ($50/month) to get the full power of the product. Whereas, Dynamics 365 Sales Premium customers can unlock Copilot for Sales with an additional purchase of Microsoft 365 Copilot ($30/month).
    Refer this link:
     
    I have made a YouTube video too, refer that as well:  https://youtu.be/IVqIAMPAiHI
     
     
    Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

    Thanks
    Affan
    Follow my channel related to Dynamics 365:  https://www.youtube.com/@AffansDynamicsJourney
     
     
     
  • MichaelTorres Profile Picture
    MichaelTorres 58 on at
    Copilot in Dynamics 365 Sales
    Hello, welcome to Dynamics 365!

    1. Yes, Copilot can be customized using Copilot Studio. You can tailor its responses and behavior based on your business needs.

    2. The ability to customize Copilot is typically available with higher-tier licenses like Enterprise, as it’s considered an advanced feature. However, Microsoft may have specific guidelines based on your region and version
     
    3. From the Copilot pane, you can interact with various capabilities like generating follow-up emails, summarizing meetings, creating insights from data, or even drafting responses for leads. The goal is to streamline sales tasks based on the context of the data you’re working with.
     
    Hope this helps clarify your questions

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