Microsoft 365 Copilot for Sales personal app
Copilot for Sales personal app is the enhanced Teams personal app that has Home and Settings tabs available in Outlook and other Microsoft 365 apps.
Open the personal app in Outlook
On the left navigation pane, select More Apps, and then search and select Copilot for Sales.
Open the personal app in Teams
On the left navigation pane, select View more apps (...), and then search and select Copilot for Sales.
Home tab
The Home tab provides you with links to various resources, such as the Copilot for Sales documentation and the feedback form. It also shows the environment name you are connected to. The environment name is displayed at the top-right corner of the Home tab.
If you're connected to Dynamics 365 and you select the environment name, it shows the friendly name, type (Production/Sandbox), and URL for the environment. It also shows the following options:
- Switch environments: Select this option to switch to another Dynamics 365 environment.
- Switch to Salesforce CRM: Select this option to connect to Salesforce CRM. Follow the steps shown in the wizard.
- Disconnect: Disconnect from the current environment. You can connect to another environment later.
If you're connected to Salesforce and you select the environment name, it shows the environment type (Production/Sandbox) and URL for the environment. In the dropdown, it only shows the Disconnect option.
Share feedback from personal app
If you have any feedback about Copilot for Sales, you can share it from the app. Your feedback is valuable, and we use it to improve the product.
Open the personal app in Outlook or Teams.
The Copilot for Sales app is opened with the Home tab selected.
Select Share feedback in the upper-right corner.
Enter your responses in the feedback form and then select Send feedback.
Settings tab
The Settings tab is currently available only for the admin users. More information: Microsoft 365 Copilot for Sales admin settings
Switch environments
Note
This section is applicable only for users signed in to a Dynamics 365 environment.
You can switch to another Dynamics 365 environment, without signing out of your current environment, from the Copilot for Sales app.
On the Home tab, select the environment name, and then select Switch environments.
From the Choose a Dynamics 365 environment list, select another environment.
Select Switch environment.