Changes in Copilot for Dynamics 365 Sales: licensing, credits, and customization
This article summarizes the current licensing model and credit usage for Copilot in Dynamics 365 Sales, focusing on the embedded version included with the Enterprise and Premium licenses.
Copilot in Dynamics 365 Sales (Embedded Experience)
Copilot in Dynamics 365 Sales is built into both the Enterprise and Premium licenses. It provides a set of AI-powered features that enhance daily sales workflows, including:
- Natural language queries
- Lead and opportunity summaries
- Meeting preparation assistance
- Conversation intelligence
Recently, Microsoft transitioned the orchestration model for Dynamics 365 Sales from Classic AI to Generative AI, bringing more advanced reasoning and automation capabilities to the platform.
Customization via Copilot Studio
Users can still extend the embedded Copilot in Dynamics 365 Sales using Copilot Studio. Supported customizations include:
- Adding new topics
- Editing the SalesSparks topic (prompt guide)
- Adding glossary terms
These capabilities are currently part of a preview feature and do not require Copilot credits.
Source: Customize Copilot in Dynamics 365 Sales – Microsoft Learn
Generative Orchestration
Generative orchestration allows Copilot to reason across multiple topics, chain related actions, and respond to specific event triggers.
While generative orchestration normally consumes Copilot credits in other Microsoft contexts, Microsoft documentation does not currently specify any credit requirements for its use within the embedded Copilot in Dynamics 365 Sales.
Source: Use generative orchestration – Microsoft Learn
Tools in Copilot Studio
Prompt actions (also known as Agent Flows) are powerful customization tools in Copilot Studio that allow users to extend the embedded Copilot experience. These features enable Copilot to:
- Trigger Power Automate flows
- Call custom APIs
- Return dynamic responses based on user input
Prompt actions can be integrated into new topics or added to the Prompt Guide (formerly known as the sparkle menu), allowing sellers to engage with business processes through natural language.
When used within the embedded Copilot experience included in the Dynamics 365 Sales Enterprise license, prompt actions do not currently require Copilot credits. This makes them a cost-effective way to enhance Copilot functionality without incurring extra licensing or usage fees.
However, use caution with Agent Flows that connect to external systems.
As with standard Power Automate flows, these may require a premium Power Platform license. As long as your flows stay within the Dynamics 365 Sales data context, there are no additional requirements for creating or running new flows.
Licensing summary
Feature
Built–in prompts and summaries
Included in D365 Sales Enterprise
Supported
Requires Copilot Credits
No
Standard Outlook/Teams
integration
Supported
No
Custom topics via Copilot Studio
Supported
No
Prompt guide
customization
Supported
No
Glossary terms
Supported
No
Generative orchestration
Supported
No
Tools via Copilot Studio
Supported
No
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