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Out-of-the-Box Copilots in Dynamics 365 Sales: A Game-Changer for Sales Teams

Friday, February 21, 2025
Reading time: 15 minutes

What Are Copilots in Dynamics 365 Applications?

To discuss the out-of-the-box copilots in Dynamics 365 Sales, it is important to first explain what they are in Microsoft Dynamics 365 applications and their basic purpose.

Copilots in all Dynamics 365 applications serve as AI helpers for end-users, potentially enhancing productivity and improving user experience.

All Dynamics 365 applications include some copilots, which can be found in key areas of each application. It means Dynamics 365 Sales has its own Copilots, primarily designed to assist and increase the productivity of salespersons.

These copilots are included in the Dynamics 365 Sales Enterprise license at no additional cost.

Dynamics 365 Sales Copilot: Features and Capabilities

Let us delve into Dynamics 365 Sales Copilots. Primarily, Copilots in Dynamics 365 Sales have access to Accounts, Leads, and Opportunities. This access allows them to provide users with various combinations of data, which can be advantageous in daily operations.

Interactive Natural Language Conversations

The Copilot in Dynamics 365 Sales stands out because it can be accessed as a general table, allowing you to chat and get relevant data without leaving the application. This includes Specific Account information, Recent Opportunities, Opportunity Pipelines, reports, and summaries.

From this screen, users can navigate using hyperlinks, delve deeper into pipelines, directly summarize records, and more. With Natural Language conversation capabilities, there are numerous possibilities.

When a salesperson is interested in a specific opportunity and needs assistance from Copilot, here is what they can do:

1. Personalized Summaries

Once Copilot is enabled, it provides a customizable summary every time you open an Opportunity, Account, or Lead. You can then start chatting with it immediately.

2. Highlights of Recent Activities

Copilot can review recent activities on the record and provide Highlights. This feature is useful if the conversation with the customer has been extensive and covered various channels, allowing you to quickly prepare and manage the task efficiently.

3. Online Searches and Document Retrieval

Copilot has the ability to perform online searches and retrieve relevant information about customers, directly within the Dynamics 365 Sales application. It can also search SharePoint to quickly find documents related to products or other matters, including PDFs, PowerPoints, Word documents, and more.

4. Email Drafting

Importantly, Copilot offers the ability to assist in creating and drafting emails for clients, effortlessly adjusting tone and length. Additionally, it can utilize real data from Dataverse while preparing proposals within Dynamics 365 Sales, all without the need to constantly switch applications.

5. Insights from Auditing

Enabling Auditing for Opportunities, Accounts, and Leads allows you to ask Copilot about recent changes or similar records. This helps you track colleagues’ activities and find successfully closed Opportunities with similar offers, which can improve your chances of closing a deal.

Easy One-Click Enablement

After discussing their features, the next step is to enable these Copilot functionalities. To do so, you need to be an admin of the application and have a Dynamics 365 Sales Enterprise License. Here’s how to enable it:

  • Navigate to the Dynamics 365 Sales settings: Access the settings menu in your Dynamics 365 Sales environment.
  • Locate the Copilot settings: Find the section dedicated to Copilot features.
  • Enable the Copilot: Toggle the switch to activate the Basic Copilot functionality.
  • Confirm and save: Save the settings to activate the Copilot.
This simple process allows partners to quickly enable Copilots for themselves and for their customers without extra costs.

Extending Copilot Capabilities for Unique Customer Needs

Once Basic Copilots are enabled, you can customize what they present in the record summary. This feature allows clients to have personalized Copilots with relevant data. To do this, go to where you enabled Copilot, navigate to an Opportunity, and choose which Dataverse values to display to users.

What can we do more but with Agents

The introduction of Agents from Microsoft brings fresh excitement to Copilot in Dynamics 365 Sales. Beyond out-of-the-box features, we can now build and extend capabilities with AI Agents to automate tasks in D365 Sales. This requires development (using Power Automate and Copilot Studio) and a new license. Imagine having a Copilot that assists you daily by providing timely information and now also Agents that handle repetitive tasks like answering emails, creating tasks, tracking opportunities, and sending updates—all powered by AI. Stay tuned for future blog posts about these Agents.

What’s Next

Enable Basic Copilots now for your own team. If you’re a Microsoft Partner using Dynamics 365 Sales, start by enabling Copilots to enhance internal processes and gain firsthand experience for better customer implementation.

Customer Implementation: Conduct a 1-hour session with your customer to overview Copilot features and explain their daily use. Follow with one-click enablement and a 1-hour training session for smooth adoption.

Need expert guidance? Schedule a 1-hour exclusive session with your Companial Partner Technology Strategist, Marko Totovic, for any questions on Copilot capabilities. This session is included in your Companial Membership. To book, open a service ticket or contact your Partner Success Manager.

Use Dynamics 365 Sales Copilots now to enhance your sales team’s efficiency, productivity, and results!

Not a Companial Member yet? Discover how membership can benefit your business by exploring our Membership options.

Marko Totovic
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