【Copilot in Dynamics 365 Sales】为Dynamics 365销售环境启用副驾驶

在撰写本文时，Dynamics 365 Sales的副本处于预览阶段。因此，我将首先展示如何为您的环境打开用于Dynamics 365销售的Copilot。

建议先在沙盒实例中执行此操作。

为Dynamics 365销售启用复制副本

如果您已正确设置了许可证并且是系统管理员，则可以按照以下步骤为Dynamics 365销售启用Copilot

1. 确保您在Sales Hub应用程序中。
   
2. And then go to the App Settings
   
    
3. Here, you’ll see the Copilot as an option on the Sitemap, select that.
   
    
4. Note that all the Settings are turned off by default.
   
    
5. First thing you can do is, turn Auditing On. It’ll take a while to Save the changes in the background.
   
    
6. Then, you can turn on other features which are in Preview On and enable the Copilot App based on your Published apps in your environment.
   
    
7. Here are the Preview features which are listed under the See what’s in preview link in the above screenshot – https://learn.microsoft.com/en-gb/dynamics365/sales/view-copy-email-summary
    
8. Once the changes are saved, it’ll look like this in the Published state. the selections will remain the Publish button will be disabled.
   
    
9. At this stage, the Copilot has been enabled for the selected Apps in your environment.
   Now, you can move to other options like Opportunities and Leads tabs on the settings page.
   The Summary section in the entities will show which fields should be included in Summary information that Copilot will generate.
   The Recent Changes in the entities will show which fields should be included to keep track of the changes which happen on these fields.
   

此时，您已经在Copilot in your Dynamics 365 Sales。接下来，我将写一篇关于如何使用我们在这篇文章中启用的功能的文章，我将在这里分享下一篇文章的链接。

Hope this helps!