| title | description | ms.date | ms.topic | ms.service | ms.custom | author | ms.author | ms.reviewer | search.app | ms.collection | ||||
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Turn on preview features for Copilot in Dynamics 365 Sales |
Learn how to turn on all preview features in Sales to access preview features before their official release. |
12/13/2024 |
how-to |
dynamics-365-sales |
|
lavanyakr01 |
lavanyakr |
lavanyakr |
salescopilot-docs |
bap-ai-copilot |
Instead of turning on Copilot preview features in Dynamics 365 Sales individually, you can turn them all on at once. This article describes how to do that, and lists the Copilot preview features that are available.
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Preview features aren't intended for production use and might have limited functionality. These features are made available to get early feedback from customers.
Typically, you turn on Dynamics 365 preview features individually in Power Platform. To make it easier, we added an option that turns on all the Copilot preview features in Dynamics 365 Sales with a single selection.
The following table lists the Copilot preview features that are available in Dynamics 365 Sales.
| Preview feature | Description |
|---|---|
| Full-screen, immersive view | Open Copilot in full-screen view (preview) when you want more space and focus to chat with Copilot and ask questions. |
| Account summarization | Summarize an account in your organization |
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In the Sales Hub app, go to Change area in the lower-left corner of the page and select App Settings.
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Under General Settings, select Copilot.
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In the Set up Copilot in Dynamics 365 Sales page, turn on Try our newest preview features before they're rolled out to everyone.
:::image type="content" source="media/enable-copilot-preview.png" alt-text="Screenshot of the Set up Copilot in Dynamics 365 Sales page in Dynamics 365 Sales Hub.":::
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Select Publish.