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Follow the instructions in this guide to deploy the Sales app for your Dynamics 365 Sales customers.
Prerequisites
- You must be a tenant administrator to install the integrated app from the Microsoft 365 admin center. How do I find my tenant admin?
- You must be a Teams administrator to create a setup policy in the Teams admin center.
- You must assign the Microsoft 365 Copilot license to each user that will be using the product. Learn more about assigning licenses from the Microsoft 365 admin center
Step 1: Install the Sales app in Outlook
Install the Sales app in Outlook
Step 2: Create a policy to automatically install and pin the Sales app in Teams
Install and pin the Sales app in your sellers' personal Teams environment and meetings they create
Step 3: Enable Teams meeting transcripts
Enable transcripts for Teams calls so that when the Sales app is added to a recorded Teams meeting, it can generate a meeting summary.
Sign in to the Teams admin center.
In the left pane, select Meetings > Meeting policies.
On the Manage policies tab, select Global (Org-wide default).
On the Global (Org-wide default) page, scroll down to the Recording & transcription section, and turn on the Transcription toggle.
Select Save.
Step 4: Set up server-side synchronization of emails and appointments
The Sales app allows sellers to save Outlook emails and appointments to Dynamics 365. Saving Outlook activities to Dynamics 365 requires server-side synchronization for emails and appointments to be enabled. While sellers can enable server-side synchronization for their own mailboxes when they save Outlook activities to Dynamics 365 using the Sales app for the first time, you can simplify their experience by setting up server-side synchronization of emails and appointments for all the Sales app users.
For information about enabling server-side synchronization, see Connect to Exchange Online.
Step 5: Confirm users have the right security roles
If you're using the following out-of-the-box Dynamics 365 Sales security roles, you don't need to do anything. The Sales app privileges are added automatically for:
Primary sales roles: Salesperson or Sales Manager
Administration roles: System Administrator or System Customizer
If you're using custom security roles, assign users the right roles and privileges required for Dynamics 365 customers.
Step 6 (optional): Customize the Sales app
Administrator settings control the seller's the Sales app experience in Outlook and Teams. You can customize the Sales app to meet your organization's needs.
Set up Copilot AI features
You can set up AI features in the Sales app to use AI features that are in preview or generally available.
Customize forms and fields
The Sales app comes configured to allow users to be productive out-of-the-box. You can customize forms and fields as needed.
Step 7: Welcome sellers to the Sales app
Now that you've installed and configured the Sales app in Outlook and Teams, get your sellers to use it. Here's an example email message you can share.
Important
- It can take up to 48 hours for the app to appear in Outlook and other Microsoft 365 apps. If users can't see the app after 48 hours, it might be due to the public attachment handling policy. More information: Why can't users see the Sales app in Outlook after it's deployed?
- The Sales app doesn't support multiple tenants. It uses Microsoft Entra ID credentials to authenticate end users, so access is restricted to environments in the same tenant.
- Users added as guests to a tenant can't access the Sales app.
Community
We encourage all users of the Sales app to visit and register on the Sales app community. The community has:
Forums to connect with peers and discuss shared experiences.
Forums to contribute and receive support on common issues, which are routinely reviewed by our team of experts.
Spaces to share ideas and engage with the product development team.