How To Add a Copilot Page in the Site Map Entry to Your Custom Sales App?

AI tools like Copilot in Dynamics 365 Sales are revolutionizing how organizations interact with data, automate tasks, and enhance customer engagement. For organizations leveraging custom sales applications within Dynamics 365, ensuring seamless access to Copilot is critical for maximizing its potential. By integrating the Copilot page into your custom sales app’s site map, you can provide users with a streamlined AI experience that enhances productivity and decision-making.

This blog will guide you through the steps to add the Copilot page as a site map entry in your custom sales app, ensuring users can harness its full capabilities with ease.

Client Requirement:

We recently had a client requirement where the client needed a feature to generate a summary of all appointments scheduled for the day, including account names and contact details, ensuring quick access to critical data without the need to manually navigate through multiple records. Essentially, the client wanted a seamless solution to conveniently fetch and summarize related data from multiple entities within their custom sales app.

Steps to Add the Copilot Page to the Site Map of your Custom Application.

1. Open the Power Apps

• Navigate to Apps > My apps.
• Locate your custom sales app and click Edit to open the App Designer.

2. Access the Site Map Editor

• In the App Designer, select the New tab to add a new Navigation Page in the Site Map Editor.

3. Add a New Area or Group (Optional)

• If you want to organize Copilot under a specific section, create a new Area or Group.
• Click on the Ellipsis Menu (…) beside Navigation > New Group, and provide a name that reflects the functionality (e.g., “AI Tools”, “Copilot”).

4. Add a Hyperlink for Copilot

• Within the URL Tab in the Navigation Link Page add the following URL: “/main.aspx?&pagetype=control&controlName=PowerApps.Copilot”.
• Also Add your desired title in the Title Area as shown in the figure.

5. Set Display Options

• Choose the appropriate Table privileges & Miscellaneous privileges to control access.

6. Validate and Save

• Click verify and save in the App Designer to ensure the configurations are correct.
• Save your changes and publish the app.

7. Test the Integration

• Open your custom sales app and verify the Copilot entry appears in the site map.
• Ensure it navigates to the intended Copilot page and functions as expected.

Implementation and Results

The implementation shown in the image demonstrates how Copilot in Dynamics 365 retrieves and summarizes data from multiple entities based on user queries. In this example, the user requested all accounts with their phone numbers or email addresses that have scheduled appointments for a specific date. Copilot dynamically fetches relevant data from the Account and Appointment tables, presenting a concise summary of matching records. This functionality enhances efficiency by providing quick access to critical business insights without manual searches, enabling users to make informed decisions and streamline workflow processes.

Conclusion

Adding the Copilot page as a site map entry in your custom sales app unlocks a personalized and efficient AI experience for your team. By following these simple steps, you can integrate Copilot into your app’s navigation, empowering users to leverage its advanced features effortlessly. This enhancement not only supports smarter decision-making but also helps your organization stay ahead in today’s AI-driven business environment.

The post How To Add a Copilot Page in the Site Map Entry to Your Custom Sales App? first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.