Extend Microsoft Copilot for Sales

Important

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
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, 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.

See also

Extend Microsoft Copilot for Sales with partner applications (docs)