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Customer experience | Sales, Customer Insights,...
Answered

copilot in Sales premium trial

Posted on by 37
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.
 
 
 

 

  • Verified answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    copilot in Sales premium trial
    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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