Sales Copilot: Opportunity Summary and Configurability
Many powerful Copilot features in Dynamics 365 Sales aren’t enabled by default. This guide walks you through activating Copilot functionality within the Sales Hub and customizing opportunity summarization to include the specific fields and data sources your sales team needs to close deals faster.
Key Takeaways:
- Enabling Copilot in Sales Hub: Unlike Customer Service, which uses a separate Admin Center, Copilot settings for Dynamics 365 Sales are configured directly within the Sales app under App Settings, where you can turn on Copilot functionality and configure AI agents.
- Customizing opportunity summaries: You can add additional fields to opportunity summaries beyond the default settings, including estimated revenue, account details, contact information, and even fields from custom tables to provide more comprehensive insights.
- Multi-entity configuration: Copilot summarization can be configured separately for opportunities, leads, and accounts, allowing you to tailor the summary information displayed for each entity type based on your sales process needs.
- Knowledge sources integration: The knowledge sources area allows you to add additional resources and information that sellers can access through Copilot, enhancing the AI’s ability to provide relevant guidance and recommendations during the sales process.
- Auditing requirements: Enabling auditing on entities allows Copilot to show recent changes in summaries, providing sellers with a complete view of opportunity progression and modifications over time.
