Get a simpler sign-in experience for Copilot for Sales extensions

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

Enabled for	Public preview	General availability
Admins, makers, marketers, or analysts, automatically	Sep 16, 2024	-

Business value

As a seller, you'll be silently (with zero clicks) signed in to connector plugins using Microsoft Entra ID so that you can access data and insights quickly and easily. To enable this experience, Copilot for Sales admins must enable the connector plugins for their sellers.

Feature details

With the September update, Copilot for Sales will silently create connections for connector plugins that use Microsoft Entra ID for authentication if the Copilot for Sales admin has enabled the connector plugin for Copilot for Sales users.

As a seller, you can view data and insights from non-CRM applications extending Copilot for Sales and using Microsoft Entra ID without explicitly signing in to them again.

See also

Create a custom connector and connector action (docs)