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Extend Microsoft Copilot for Sales

Enabled for Public preview General availability
Users, automatically May 31, 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. You can build skills or plug-ins once and customers can leverage your efforts across all Copilot surfaces in both Dynamics 365 and Microsoft 365.

Feature details

As a customer or partner, you can extend Copilot for Sales experiences in Outlook and Teams by adding Power Platform connectors. With these connectors, you can integrate data and actions into Copilot for Sales experiences like the Outlook side pane, Teams side pane during meetings, and adaptive cards.

You can use this capability in Microsoft Teams, Microsoft Outlook, and Microsoft Copilot for Microsoft 365.

Additional resources

Extend Microsoft Copilot for Sales with partner applications (docs)