How to use Copilot in Dynamics 365 Sales - Beginners Guide

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  • Опубліковано 22 вер 2024

КОМЕНТАРІ • 3

  • @DynamicsDojo
    @DynamicsDojo  11 місяців тому

    If you want to see Copilot features in D365 Customer Service click here ua-cam.com/video/RRmEX-y2SeE/v-deo.html. For Copilot Features in Power Apps click here ua-cam.com/video/aR8Fm_jqJzs/v-deo.html. Hope you like the content and you learn something new. Subscribe for more Power Apps and D365 tutorials.

  • @michaobo1762
    @michaobo1762 7 місяців тому

    Hi @Dynamicsdojo
    have you been able to resolve the issue from Copilot email compose, 9:39? I'm struggling, two users are affected here, if I have the same security rights it works correctly.. But for them it does not. Error looks exactly as on your screen, there is nothing more.

    • @DynamicsDojo
      @DynamicsDojo  7 місяців тому

      Hi. I didn't resolve that issue. But in my most recent trial environment I haven't seen that error, it works fine. I always demo as System Admin. If it was me I'd make sure I was troubleshooting in a sandbox and only testing any potential resolution steps there. If you're in the sales App , I did a video on configuring Copilot in Sales, but this is using the latest preview features. Again I only recommend testing these in a sandbox. ua-cam.com/video/fIIQRsSaoEU/v-deo.html
      Sounds like you don't get the error as Admin, but other users do. I would check any licensing allocation for those users and see if there are any security role privileges that may exist for Copilot or even Email Activity, as you need to have an email open to be able to use the Copilot Compose feature. At least in Sales app, you cannot select it until you have an email open. Hope you can resolve this soon.