Solved: How to Enable Microsoft Copilot Opportunity Summaries in Dynamics 365 Sales

Unlock the full potential of Microsoft Dynamics 365 Sales by enabling Microsoft Copilot opportunity summaries. This powerful feature revolutionizes your CRM experience by providing instant, AI-driven summaries of opportunities, enhancing sales team productivity and decision-making. In this comprehensive step-by-step guide, you’ll learn how to set up and configure Copilot in the Sales Hub app, streamline your sales processes, and ultimately close deals faster with insightful opportunity summaries.

Microsoft Copilot is revolutionizing how sales teams operate, significantly impacting businesses by streamlining processes and enhancing productivity. A key feature that Microsoft is adding to their Dynamics 365 Sales Suite is the ability to use Copilot to summarize opportunities quickly. If you’re looking to enable this feature, you’re in the right place! This step-by-step guide will show you how to set up Copilot opportunity summaries in your system.

Why Use Copilot Opportunity Summaries?

Utilizing Copilot opportunity summaries in Dynamics 365 Sales can greatly improve the efficiency and effectiveness of your sales team. By providing instant, concise summaries of opportunities, sales professionals can quickly access critical information, make informed decisions, and focus on closing deals faster.

Step-by-Step Guide to Enabling Copilot Opportunity Summaries

Step 1: Navigate to the Sales Hub App

The first step in setting up Copilot opportunity summaries is to navigate to the Sales Hub app in your Dynamics 365 system. This app is the central hub for configuring your sales settings.

Step 2: Access App Settings

Once you’re in the Sales Hub, change your area to the App Settings. In the bottom left corner, under the General Settings section, you’ll find a Copilot tab. Click on this tab to access the Copilot settings.

Step 3: Configure Opportunity Summaries

Within the Copilot settings, navigate to the Opportunities subsection. Here, you’ll see the default fields that come out of the box for Copilot opportunity summaries.

• Add Fields: To customize your opportunity summaries, click the “Add Fields” button. This will display all the fields available in the opportunity table, including both standard and custom fields. Select the fields you want to include in your summaries. For example, you might want to add the “Created On” date to know when an opportunity was created.
• Manage Field Count: Ensure you have between 4 to 10 fields selected, as Copilot will not save changes if there are fewer than 4 or more than 10 fields selected.

Step 4: Save Changes

After selecting the desired fields, save your changes. These settings will dictate the information that Copilot uses to generate opportunity summaries.

Step 5: Accessing Opportunity Summaries

To see your opportunity summaries in action, go back to the Sales Hub and open an opportunity record. On the right side of the screen, click on the Copilot help pane. You can type “summarize this opportunity,” and Copilot will generate a summary based on the fields you configured.

Key Tips for Using Copilot Opportunity Summaries

• Field Order: Currently, you cannot change the order of fields in the summary directly. However, you can add fields in the desired order by removing all fields first and then adding them sequentially.
• Real-Time Updates: The opportunity summary will update in real-time as you configure fields. Ensure you have all necessary information filled out in your opportunity records to maximize this feature.
• Mobile Compatibility: The Copilot opportunity summaries feature is also available on mobile devices, making it convenient for sales teams on the go.

Conclusion

Enabling Copilot opportunity summaries in Microsoft Dynamics 365 Sales is a straightforward process that can significantly enhance your sales productivity. By following this step-by-step guide, you can quickly set up opportunity summaries and start benefiting from this powerful tool.

For more insights on configuring summaries for leads, be sure to check out this related post.

Happy Developing!