Manage extensions for Copilot for Sales (preview)
[This article is prerelease documentation and is subject to change.]
Copilot Studio can be used to extend Copilot for Sales with actions or plugins. These plugins can be either developed within your enterprise or sourced from Microsoft and other partners.
For more information on connector plugins, see Copilot connectors, actions, and extensions overview (preview).
As a Copilot for Sales administrator, you can manage plugins for Copilot for Sales within your CRM instance by enabling or disabling specific plugins from Copilot Studio.
Note
By enabling a connector action for Copilot for Sales, you may be allowing Copilot for Sales users on Microsoft 365 and Teams applications to send and receive data from external sources using Copilot for Sales. Data transfer may occur even if the same connector action has been disallowed for use directly with Microsoft 365. You should ensure that this action complies with your organization policies before enabling it.
The data and insights that connector actions bring to Copilot for Sales experiences are powered by third parties and may be subject to third party terms and conditions and/or privacy policies. We recommend you validate connector actions for compliance with your organization policies.
Who can manage plugins for Copilot for Sales?
To manage plugins for Copilot for Sales in Copilot Studio, you must be:
Assigned as a Copilot for Sales Administrator. For more information, see Administrator settings for Copilot for Sales.
Given any of the following roles in Dataverse:
- Microsoft Copilot Administrator
- Environment Maker
- System Customizer
For Salesforce administrators, these roles can be given for the msdyn_viva Power Platform environment. For more information, see Assign a security role to a user.
Enable a plugin for Copilot for Sales
Sign in to Copilot Studio.
Select the right Power Platform environment for your CRM instance:
- For Dynamics 365 CRM, refer to Find your environment and organization ID and name.
- For Salesforce CRM, you can use msdyn_viva.
Select Copilot for Sales > Manage. Here you can see all the plugins that are enabled in this environment.
Select Enable Plugins.
Find and select the plugin you want to enable. You can review the information about the plugin and choose to enable it.
Use the Enable plugin toggle to turn on the plugin.
Select the users you want to enable the plugin for. You can use one of the three options:
- Only Copilot administrators (default)
- Entire organization
- Specific users/groups
Note
If a plugin is enabled, it is automatically enabled for all Copilot administrators.
Select Save.
Assign a security role to the selected users.
Share the plugin with the selected users.
The plugin is now enabled for the selected users. You can return to the same plugin screen later to change the users if needed.
Assign security roles to users
Once you enable a plugin for a user, you must add appropriate security permissions for the user to be able to use the plugin. Assign the role Microsoft Copilot User to the user. For more information, see Configure user security in an environment.
Share a plugin with users
The plugins authored over custom connectors must be shared with the users as well. To do that:
Sign in to the Power Apps Maker portal (https://powerapps.com).
Select your environment.
- For Dynamics 365 CRM, refer to Find your environment and organization ID and name
- For Salesforce CRM, you can use msdyn_viva.
Go to Solutions. Select the solution that contains your plugin.
Select the plugin to open the details of the plugin.
Select Share > Manage access.
Select the user or team that you want to share the plugin record.
Select Read for the permission.
Select Share.
Note
The underlying custom connector for a plugin must be shared with the users. Learn more
Disable a plugin for Copilot for Sales
Sign in to Copilot Studio.
Select the right Power Platform environment for your CRM instance:
- For Dynamics 365 CRM, refer to Find your environment and organization ID and name.
- For Salesforce CRM, you can use msdyn_viva.
Select Copilot for Sales > Manage. Here you can see all the plugins that are enabled in this environment.
Select the plugin you want to disable.
Use the Enable plugin toggle to turn off the plugin.
Select Save.
This disables the plugin in Copilot for Sales. It might take a few minutes for the changes to take effect.