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Customer experience | Sales, Customer Insights,...

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copilot in Sales premium trial

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Posted on by Nidhi Purohit

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Hi all,

Need help in deploying sales copilot, I signed in for a trial version of the d365 sales AI version and performed all steps shown in this Install Copilot for Sales (admin-deployed) | Microsoft Learn got mail in Outlook also that copilot is successfully deployed, but now there is a step which I need to perform:- that is needed to assign a copilot related security roles to system administrator but unable to do that .. kindly help with the steps from which I can use copilot in sales trial.

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Dengliang Li Microsoft Employee on at

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Hi,

Is your problem that you can't find copilot related security roles?
If so, it should be the security role shown below.

Best Regards,
Dengliang Li

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