Extend Microsoft Copilot for Sales

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	General availability
Users, automatically	Apr 2024	Jun 2024

Business value

As a customer, you can extend Copilot for Sales to meet your unique sales organization needs. As a partner, you can extend Copilot for Sales aligned with the broader Microsoft Copilot extensibility story, meaning that you can build skills or plug-ins once and your efforts can be leveraged by customers across all Copilot surfaces both in Dynamics 365 and Microsoft 365.

Feature details

As a customer and partner, you can extend additional Copilot for Sales experiences in Outlook and Teams through Power Platform connectors allowing data and actions to be integrated into Copilot for Sales experiences like the Outlook side pane, Teams side pane during meetings, and adaptive cards.

This capability is enabled in Microsoft Teams, Microsoft Outlook, and Microsoft Copilot for Microsoft 365.