Forum Discussion
Dkrish2020
Nov 03, 2023Copper Contributor
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_rCopper 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?
- i have tested Sales copilot with Sales Modules , Outlook and Teams using Free Trial . It may help you understand this https://www.youtube.com/watch?v=VjJrWWK1xFw
- Dkrish2020Copper ContributorDo you know how to restrict specific users to access sales copilot.?
- you want restrict access for Sales Hub App or MS Teams or MS Outlook or Everywhere ?