Home > Blog > How to Update Your Copilot in Dynamics 365 Sales Summary Panel On An Opportunity

How to Update Your Copilot in Dynamics 365 Sales Summary Panel On An Opportunity

In this quick Dynamics 365 Sales guide, we will walk you through a few steps for using the Summary Panel within Copilot for Sales:

• How to set up the Summary widget adding it to an Opportunity form
• How to configure the Summary widget with custom fields for your business
• Licensing requirements you will need to use Copilot for Sales

Let's start by setting up the Summary Widget and tailoring it to be unique to our business needs.

Step 1: Enable the Summary Widget in the Sales Hub App

1. Once you open the Sales Hub App, navigate to App Settings > Copilot > Opportunities.
2. At the top of the screen, check the box to "Show Opportunity summary as a widget in the form."

Step 2: Review Default Summary Fields

Before making any changes, make sure the default Summary includes the following fields:

• From the Opportunity Record:
  • Current Situation
  • Custom Need
  • Proposed Solution
  • Purchase Timeframe
  • Customer Pain Points
  • Originating Lead
  • Est. Revenue
  • Est. Close Date
• From the Related Account:
  • Primary Contact
• From the Related Contact:
  • Job Title

Step 3: Add a Custom Field to the Summary

After ensuring your default fields are in the summary you can add customized ones unique to your business. For this example, we will add a custom field called "Close Approval Information":

1. Click + Add Field in the Summary configuration.
2. Select the "Close Approval Information" field.
3. Click Add, then close the field selection panel.
4. Save your changes to finalize the Summary configuration.

Step 4: Verify the Changes

To ensure the new field appears correctly in the Summary, follow these steps:

• Open an Opportunity record with data in the "Close Approval Information" field.
• If enabled, the Summary widget will appear at the top of the form.

• For a different experience, open Copilot and type: "Summarize this opportunity."

You'll notice how Copilot took our raw data of "Send SOW" and translated that back to plain English as "... sending the Statement of Work (SOW)." This is a small example of the power of generative AI in Copilot to improve the user experience.

Additional Important Notes:

• The widget version of the Summary will display the new field.
• The Copilot-generated summary (via the sidebar) may not immediately include the custom field, but it will after a short while.

The Final Result:

After you follow these steps, the Summary Widget (Form View) should now include the "Close Approval Information" field. Additionally, the Copilot Summary (sidebar) will reflect the new field after a short delay.

Licensing Considerations for Copilot in Dynamics 365 Sales

The licensing requirements for Copilot in Dynamics 365 Sales depend on the specific features being used and the user's role. Microsoft Dynamics 365 Copilot integrates AI capabilities to assist with sales automation, insights, and productivity. Check out our Copilot for Sales Quick Start offer, to get your organization up and running in just a few weeks.

Here’s a breakdown of the licensing requirements:

Dynamics 365 Sales Premium (Required for Copilot Features)

• Primary License: Users must have a Dynamics 365 Sales Premium license to access Copilot features.
• This includes:
  • AI-driven sales insights
  • Automated meeting summaries (from Microsoft Teams)
  • Email content generation (in Outlook)
  • Relationship analytics and predictive forecasting
  • Conversation intelligence (call transcription & analysis)

Additional Requirements for Certain Features

• Microsoft 365 Integration: Some Copilot features (e.g., email drafting in Outlook, and meeting summaries in Teams) require a Microsoft 365 E3/E5 or Office 365 E3/E5 subscription.
• Power Platform License: If Copilot is used in conjunction with Power Automate or Power BI, additional licensing may apply.
• Azure OpenAI Service: Some AI features may rely on Azure OpenAI, which may require additional entitlements.

Copilot-Specific Add-Ons (If Applicable)

• Some advanced AI features may require Dynamics 365 Sales Copilot Add-On licenses (check Microsoft’s latest pricing updates).

Minimum User License Requirements

• Sales Reps/Managers: Need Dynamics 365 Sales Premium.
• Customer Service & Other Roles: May need separate licenses if using cross-app Copilot features.

Trial & Testing Options

• Microsoft offers free trials for Dynamics 365 Sales Premium, which includes Copilot features for evaluation.

Additionally, it's important to note that:

• Licensing models may change, so always refer to the latest Microsoft Dynamics 365 Licensing Guide.
• Copilot availability may vary by region.
•  Some features require Microsoft Dataverse access.

Under the terms of this license, you are authorized to share and redistribute the content across various mediums, subject to adherence to the specified conditions: you must provide proper attribution to Stoneridge as the original creator in a manner that does not imply their endorsement of your use, the material is to be utilized solely for non-commercial purposes, and alterations, modifications, or derivative works based on the original material are strictly prohibited.

Responsibility rests with the licensee to ensure that their use of the material does not violate any other rights.