How to Enable Copilot in a Dynamics 365 Sales Environment – A Detailed Guide

I want to show you how Copilot in Dynamics 365 Sales can change the way you work. Sales teams spend a huge amount of time searching through records, checking updates, and preparing notes. Copilot cuts through that by giving quick summaries, surfacing changes, and answering questions directly inside the Sales Hub. It feels less like another feature and more like a built-in assistant that helps you focus on deals.

In this article, I’ll walk you step by step through the process of enabling Copilot in your own environment. We will look at what it is, why it matters, and the prerequisites before moving into a clear setup guide. Each step is marked with where to add your screenshots so you can follow along without missing anything.

What is Copilot in Dynamics 365 Sales?

Copilot is Microsoft’s generative AI assistant embedded inside Dynamics 365 Sales apps. It can summarize customer activity, highlight recent changes in records, and answer natural language questions about your data. This is not the same as the Copilot for Sales add-in for Outlook or Teams. Instead, this guide focuses on Copilot experiences inside the Sales Hub and other Dynamics apps.

How Copilot is Helpful for Sales in Dynamics 365

Copilot acts as a productivity partner that helps sellers focus on closing deals. Instead of navigating through long lists of records, users can ask Copilot to summarize opportunities, surface account updates, and provide quick answers about customer data.

It also reduces time spent on repetitive work, such as checking activity history or preparing meeting notes. For managers, Copilot delivers improved visibility into pipeline health without requiring manual reporting. The outcome is a streamlined sales process with information always available in context.

Before You Start (Prerequisites)

Before enabling Copilot, make sure these requirements are in place:

• Admin access: You need system administrator rights in the environment.
  
• Data movement consent: Some regions require approval for cross-region data transfer in the Power Platform admin center.
  
• Auditing: Copilot needs auditing enabled for key tables like Lead, Opportunity, and Account.
  
• Licensing note: If you also want to use Copilot in Outlook or Teams, licenses must be assigned separately.
  

Step-by-Step Setup

Step 1: Open Sales Hub
Go to the Sales Hub app in the environment you want to configure.

Step 2: Go to App Settings
From the bottom-left area selector, switch to App Settings.

Step 3: Locate Copilot Settings
In App Settings, under General Settings, select Copilot.

Step 4: Enable Auditing if Prompted
If you see a Turn audit on option, click it to enable auditing for required tables.

Step 5: Choose Where to Enable Copilot
Decide whether to turn Copilot on for All apps or configure it only for specific apps like Sales Hub.

Step 6: Try Preview Features
Enable the option to test newest preview features before general release. Recommended for sandboxes first.

Step 7: Save Changes
Click Save. It may take a few minutes for the settings to apply.

Step 8: Add Copilot to Sitemap (Optional)
If your custom app does not display Copilot, add a URL page to the sitemap:

/main.aspx?&pagetype=control&controlName=PowerApps.Copilot

Verify Copilot is Working

• Open Sales Hub and check for the Copilot panel.
  
• Make a test update to Lead or Opportunities and confirm Copilot recognizes the change.

Troubleshooting Tips

• If Copilot does not appear, refresh your browser or reopen Sales Hub.
  
• Make sure auditing is active on all key tables.
  
• If region restrictions apply, confirm cross-region data movement consent is given in the admin center.
  (Insert Screenshot: Example of region consent screen)
  

Final Thoughts

Enabling Copilot in Dynamics 365 Sales is a quick win for productivity. By combining AI-driven insights with your existing sales data, teams can focus on building stronger client relationships and improving outcomes. With the right setup, Copilot ensures your sellers spend less time managing records and more time closing deals. It’s a simple step that can deliver lasting impact across your sales organization.

FAQs

Is this the same as the Outlook/Teams Copilot add-in?
No. This guide is only for enabling Copilot inside Dynamics 365 Sales apps.

Why do settings look off by default?
Copilot features are disabled until an admin turns them on.

Can I enable Copilot only for one app?
Yes, you can turn it on for Sales Hub while leaving it disabled elsewhere.