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Install and pin Copilot for Sales in Teams

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To install the Copilot for Sales app in Teams, go to the Teams admin center and create setup policies to install the app and assign users. We also recommend that you pin it to increase discoverability and encourage your sellers to use it.

To install and pin the app in Teams, you'll create a custom Teams app setup policy and assign the policy to a user group (security group, organizational unit, or distribution list).

Note

  • The Teams meeting must be transcribed for Copilot for Sales to generate insights. For information about enabling recording transcription for your organization, go to Turn on or turn off recording transcription.
  • The connection between Copilot for Sales and your CRM is controlled through Copilot for Sales add-in in Outlook. More information: Use Copilot for Sales in Outlook

Create a custom Teams app setup policy

  1. Sign in to the Teams admin center.

  2. In the left pane, select Teams apps > Setup policies.

  3. On the Manage policies tab, select Add.

  4. Enter a name and description for the policy.

  5. Turn on User pinning.

  6. Under Installed apps, select Add apps.

  7. In the Add installed apps panel, search for the Copilot for Sales app. You can also filter apps by app permission policy.

  8. Select Add to add Copilot for Sales to the list of apps to install.

  9. Select Add again to install the listed apps.

  10. Under Pinned apps, select Add apps.

  11. In the Add pinned apps panel, search for the Copilot for Sales app. You can also filter apps by app permission policy.

  12. Select Add to add Copilot for Sales to the list of apps to pin.

  13. Select Add again to pin the listed apps.

  14. Under App bar or Messaging extensions, arrange the apps in the order that you want them to appear in Teams.

  15. Select Save.

For more information about managing Teams app setup policies, go to Manage app setup policies in Microsoft Teams.

Assign the custom Teams app setup policy to a user group

  1. Sign in to the Teams admin center.

  2. In the left pane, select Teams apps > Setup policies.

  3. On the Group policy assignment tab, select Add.

  4. Search for and add the group you want to assign the policy to.
    Ideally, this is the group that sellers belong to. If your sellers are spread across multiple groups, you'll need to create multiple group policy assignments.

  5. Set the ranking for the group assignment.

  6. Select the policy you created earlier.

  7. Select Apply.

For more information about assigning user and group policies, go to Assign policies to users and groups.

Welcome message

Once the Copilot for Sales app is deployed, each user is welcomed by an engaging message from the Copilot for Sales bot in Teams. This message outlines the key capabilities in Copilot for Sales and provides direct links to comprehensive feature documentation and other learning resources.

See also

Install Copilot for Sales add-in for Outlook