Customer experience | Sales, Customer Insights,...

Copilot in Dynamics 365 Sales

(1) Share

Report

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

I have the same question (0)

All responses (3)

Answers (0)

MichaelTorres 86 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Muhammad.Affan 4,620 Super User 2025 Season 2 on at

Like (5)

Report

Copilot in Dynamics 365 Sales

Hi There,

Here are the answers to your questions:

1: YES

Refer these links:

https://www.youtube.com/watch?v=Ux_eo_VlxO0

https://learn.microsoft.com/en-us/microsoft-copilot-studio/manage-copilot-for-sales

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:

https://learn.microsoft.com/en-us/microsoft-sales-copilot/sales-copilot-faq#licensing

I have made a YouTube video too, refer that as well:  https://youtu.be/IVqIAMPAiHI

3: refer this link: https://learn.microsoft.com/en-us/dynamics365/sales/copilot-overview

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

Was this reply helpful? Yes No
Muhammad.Affan 4,620 Super User 2025 Season 2 on at

Like (4)

Report

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

Was this reply helpful? Yes No

Join the conversation

Community site session details

Copilot in Dynamics 365 Sales

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Abhilash Warrier – Community Spotlight

Congratulations to the September Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Copilot in Dynamics 365 Sales

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Abhilash Warrier – Community Spotlight

Congratulations to the September Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates