Co pilot to connect to company's Dynamics 365

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Posted on by JAG79

How do you connect to my company's CRM (Dynamics 365) please.

At the moment there is a co-pilot in customer insight Dynamics app, does not recognise any data queries. Not able to return any values when entering in company data.

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Leah Ju Microsoft Employee on at

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Co pilot to connect to company's Dynamics 365

Hi,

All users?
Is the configuration all done as shown in the following documentation?

https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/copilot-global-consent