Use Copilot Studio to enable partner application integrations

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Sales in Microsoft 365 Copilot. For the latest release plans, go to Release plans for Dynamics 365, Power Platform, Cloud for Industry, and Copilot.

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically Jun 10, 2024 -

Business value

Copilot for Sales integrates with Dynamics 365 and Salesforce CRM platforms. However, sales involve more than just CRMs. Customers often use extra applications for account planning, customer insights, quoting, e-signatures, and more. When you enable this feature, as a Copilot for Sales admin, you enable connector plugins in Microsoft Copilot Studio for use in Copilot for Sales when connecting to specific CRMs.

Feature details

As a Copilot for Sales admin, use Microsoft Copilot Studio to:

  • Enable in-house or third-party connector plugins for users of Copilot for Sales when connecting to specific CRMs.
  • Disable connector plugins that you already enabled.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Create a custom connector and connector action (docs)