Dynamics 365 Copilot Magic ✨ | Configure Fields for Al Summaries (Step-by-Step) – YouTube

Want more accurate and meaningful summaries from Copilot in Dynamics 365 CE?

In this beginner-friendly Dynamics 365 Copilot tutorial, you’ll learn how to configure fields
used for generating summaries and see how Copilot creates AI-powered summaries on
Opportunity records.

We’ll walk through Copilot settings, explain why Copilot summaries are useful, and show
how you can control which fields and recent changes are included—helping sales users
focus on the most important information and boost productivity.

This tutorial is perfect for:
✔ Dynamics 365 CE beginners
✔ Sales Hub users
✔ CRM consultants & functional users
✔ Power Platform learners
✔ Anyone exploring Microsoft Copilot in D365

Video Chapters-
00:11 – Introduction
00:55 – Why Copilot Is Useful
00:56 – Navigate to Copilot Settings
02:24 – Demo: Copilot Summary on Opportunity

By the end of this video, you’ll understand how to customize Copilot summaries, improve AI
accuracy, and make better use of Copilot for real-world sales scenarios.

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