A company has a Microsoft Dynamics 365 Sales environment that has Microsoft Copilot enabled.
You need to customize Copilot by tailoring how opportunity summaries are generated or how they are presented to users.
Solution: You add the opportunity summary widget to the Opportunity form. Does this meet the goal?
Adding the opportunity summary widget to the Opportunity form can make the summary visible in the user interface, but it does not tailor how the summary is generated, nor does it meaningfully customize its presentation logic beyond placement.
The question asks whether this meets the goal of customizing Copilot by tailoring:
how opportunity summaries are generated, or
how they are presented to users
Simply placing the widget on the form is more of a UI inclusion step than a true customization of Copilot summary behavior or rendering logic.
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