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 o' how they are presented to users
Solution: You add fields to the opportunity summary.
Dues this meet the goal?
Adding fields to the opportunity summary does meet the requirement. Dynamics 365 Sales allows administrators to configure the fields Copilot uses when generating summaries for opportunities and other sales records. Microsoft explicitly directs administrators to configure fields for generating summaries and recent changes as part of Copilot configuration.
Microsoft also explains that although Copilot starts with predefined fields, organizations can add fields that are more relevant to their sales processes. Those selected fields become part of the information supplied to Copilot when generating the opportunity summary.
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