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Dkrish2020's avatar
Dkrish2020
Copper Contributor
Nov 03, 2023

How to enable sales copilot to specific users

Hello,

 

We want to enable sales copilot to specific set of users and as per documentation users should have salesperson role or sales copilot user role to access copilot but users are able to access withou

5 Replies

  • udayan_r's avatar
    udayan_r
    Copper Contributor

    Is it possible from out of the box to enable the D365 Sales Copilot for few users based on security role to rollout and test for few users only? FYI: All the users have D365 Sales Enterprise License?

    • Dkrish2020's avatar
      Dkrish2020
      Copper Contributor
      Do you know how to restrict specific users to access sales copilot.?
      • SharmaNeeraj's avatar
        SharmaNeeraj
        MCT
        you want restrict access for Sales Hub App or MS Teams or MS Outlook or Everywhere ?

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