How to Integrate Dynamics 365 with Copilot

‍

‍

Microsoft Copilot is now built directly into Dynamics 365, meaning you don’t install it as a plugin, you enable Copilot features, assign roles, and make sure your environment supports AI. Here’s how: 

‍

1. Let's get Copilot up and running in Dynamics 365. Click the gear icon in the bottom-left corner to open settings.
2. Now, head to "App Settings" where all the system configuration lives.
3. Navigate to "General Settings" and select "Overview" to access Copilot controls.
4. Click on "Copilot" and then "Edit Settings" to see what you can configure.
5. Select "Advanced Settings" to unlock more granular options.
6. Choose "Individual apps" to control Copilot on a per-app basis.
7. Pick the app you want to enable Copilot for, this gives you flexibility.
8. Click the dropdown arrow next to "Copilot" to reveal the integration toggle.
9. Select "On" to activate Copilot. Your team will thank you later.
10. Hit "Save" and you're all set. Copilot is now integrated with Dynamics 365.