Use Microsoft Copilot Studio to extend Copilot for Sales

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

Business value

Copilot for Sales already integrates with Dynamics 365 and Salesforce CRMs out of the box. However, sales is more than just CRMs. Customers often use additional apps for account planning, customer insights, quoting, e-signatures, and more. With this feature, customers can author, test, and publish connector plugins in Microsoft Copilot Studio that bring data and insights from any sales application into Copilot for Sales.

Feature details

As a Copilot for Sales customer or partner, you can use Microsoft Copilot Studio to:

• Author Power Platform connector plugins to bring data and insights from any sales application into chat and non-chat experiences in Copilot for Sales.
• Test the connector plugins authored for Copilot for Sales.
• Publish connector plugins for use with Copilot for Sales within their tenant.

See also

Extend Microsoft Copilot for Sales with partner applications (docs)