Microsoft 365 Copilot for Sales deployment guide for Dynamics 365 customers
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Follow the instructions in this guide to deploy Copilot for Sales for your Dynamics 365 Sales customers. Here's a quick video overview of the steps involved:
In the left pane, select Meetings > Meeting policies.
On the Manage policies tab, select Global (Org-wide default).
On the Global (Org-wide default) page, scroll down to the Recording & transcription section, and turn on the Transcription toggle.
Select Save.
Step 4: Set up server-side synchronization of emails and appointments
Copilot for Sales allows sellers to save Outlook emails and appointments to Dynamics 365. Saving Outlook activities to Dynamics 365 requires server-side synchronization for emails and appointments to be enabled. While sellers can enable server-side synchronization for their own mailboxes when they save Outlook activities to Dynamics 365 using Copilot for Sales for the first time, you can simplify their experience by setting up server-side synchronization of emails and appointments for all Copilot for Sales users.
Step 5: Confirm users have the right security roles
If you're using the following out-of-the-box Dynamics 365 Sales security roles, you don't need to do anything. Copilot for Sales privileges are added automatically for:
Primary sales roles: Salesperson or Sales Manager
Administration roles: System Administrator or System Customizer
Administrator settings control the seller's Copilot for Sales experience in Outlook and Teams. You can customize Copilot for Sales to meet your organization's needs.
Now that you've installed and configured Copilot for Sales in Outlook and Teams, get your sellers to use it. Here's an example email message you can share.
Subject: Welcome to Copilot for Sales!
Dear Sellers,
Welcome to Copilot for Sales, a new app that brings CRM data and AI-powered intelligence into your flow of work in Outlook and Teams.
Copilot for Sales doesn't support multiple tenants. It uses Microsoft Entra ID credentials to authenticate end users, so access is restricted to environments in the same tenant.
Users added as guests to a tenant can't access Copilot for Sales.
Community
We encourage all Copilot for Sales users to visit and register on the Copilot for Sales community. The community has:
Forums to connect with peers and discuss shared experiences.
Forums to contribute and receive support on common issues, which are routinely reviewed by our team of experts.
Spaces to share ideas and engage with the product development team.
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.