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Access to this page requires authorization. You can try changing directories.
To set up and use the built-in sales agents such as the Sales Qualification Agent and Sales Close Agent, make sure you meet certain common prerequisites. This is a one-time setup. The Create option on the AI agents page is disabled until all the common prerequisites are marked as Done.
Agent-specific prerequisites are covered in their respective agent setup articles.
Verify prerequisites
Ensure that you have the Power Platform administrator role.
In the Sales Hub app, go to Change area in the lower-left corner of the page and select App Settings.
Go to General Settings > Dynamics 365 AI hub.
If you have trouble finding or accessing the AI hub, it might be due to permission restrictions. Learn more in Access Dynamics 365 AI Hub.Under Agent manager, select Create and manage agents . The Prerequisites page opens, displaying the list of prerequisites required to create and use AI agents in Dynamics 365 Sales. This page appears only when you create an agent for the first time.
Select the relevant action for each prerequisite to mark it as Done. If the prerequisites are already marked as Done, no further steps are required. The prerequisites are:
Microsoft Copilot Studio capacity: Select Set up to open the Power Platform admin center and set up capacity. Learn more in Manage Copilot Studio messages and capacity.
Move data across regions: Select Accept terms to open the Power Platform admin center and allow data movement under Generative AI features > Move data across regions. Learn more about data residency and movement in Regions where data is processed for Copilots and generative AI features.
AI prompts: Select Set up to open the Power Platform admin center and turn on AI prompts. This setting allows the agent to use custom or predefined prompts.
Select Refresh to update the status of the prerequisites. Ensure that all prerequisites are marked as Done.
Turn on the following AI capabilities in Power Platform admin center:
- AI insight cards. This setting notifies sellers about the insights on the opportunity record. Learn more about turning on this feature in Manage feature settings.
- AI Agents. This setting enables the configuration and use of AI agents in Dynamics 365 Sales.
Select Create to start creating your agent.