At the start of this year, we embarked on an exciting journey to revolutionize our Microsoft Copilot for Sales solution with a new extensibility story. Our goal was to empower customers and partners to enrich Copilot with their own data and insights using their preferred tools. Recently, we reached a significant milestone by launching this solution in preview, making Copilot for Sales one of the first role-based Microsoft Copilots that can be seamlessly extended through Microsoft Copilot Studio.

Additionally, we partnered with nine innovative ISVs to enhance our Copilot; resulting in the delivery of multiple extensions across chat, embedded canvas experiences, and our contextual side car, showcasing the versatility and potential of our platform.

We also had the privilege of showcasing these groundbreaking achievements at the 2024 Microsoft Build conference. The response from attendees, customers, MVPs, and our partner and ISV community was overwhelmingly positive. We were inspired by the enthusiasm and numerous unique use cases shared with us, highlighting the potential of Copilot Studio to transform sales processes with new extensible solutions. 

What we presented at Build

Our presence at Build included three key sessions:

Mechanics Presentation for Extending Copilot for Sales with Microsoft Copilot Studio

This session demonstrated how Copilot for Sales can seamlessly integrate data from both internal and external systems using generative AI. Attendees were shown how to use zero-code solutions to connect their data with Copilot Studio, creating custom AI skills that enhanced sales workflows. Key highlights included enriching email summaries with CRM data, generating personalized meeting prep documents, and utilizing external data to inform sales interactions. The session also covered how to set up and test these extensions within Copilot Studio, ensuring that users could easily replicate these enhancements in their own environments.

Watch the video: 

Extending Copilot for Sales with Microsoft Copilot Studio

During this session participants learned they can extend Microsoft Copilot for Sales using Microsoft Copilot Studio to empower sales teams with data and insights from any in-house or partner sales application. Copilot for Sales is purpose built to deliver actionable insights from Dynamics 365 Sales or Salesforce CRM, and during the session we showed in live demos how to use Copilot Studio to incorporate data and insights from any sales application –from account planning to eSignature and more!

Demo: Extend Copilot for Sales with Data and Insights from Any Sales App

In this in-person demo, participants watched us demonstrate how to easily extend Microsoft Copilot for Sales using Microsoft Copilot Studio. We showed how building an extension can empower your sales teams with data and insights from any in-house or partner application into both chat and non-chat experiences within Copilot for Sales. All your sales data, right in the flow of work within the Microsoft 365 applications you know and love!

Moving Forward

The momentum from Build 2024 marks the beginning of an exciting new chapter for Copilot for Sales. We are eager to see how our partners and customers will leverage these new extensible capabilities to drive innovation and achieve their business goals. Stay tuned for more updates and success stories as we continue to expand and enhance our ecosystem.

As mentioned earlier in this article, we announced our preview release in the May 2024 Copilot for Sales blog. Use the links below to get more details!

Check out our Microsoft Mechanics video about extensibility.
Watch our breakout session at Microsoft Build (on-demand)

Learn how to use the preview release to extend Copilot for Sales with partner applications. Today you can extend the following out of the box capabilities:

Email summary
Key sales information
Opportunity summary
Record details

To extend additional capabilities sign up for preview support from the product team.

Get started

Ready to join us and other top-performing sales organizations worldwide? Reach out to your Microsoft sales team or visit our product web page.

Ready to install Copilot for Sales? Have a look at our deployment guide for Dynamics 365 Sales users or our deployment guide for Salesforce users.

Learn more

Ready for all the details? Check out the Copilot for Sales product documentation.

Ready for the latest tips…and more? Copilot for Sales Tip Time can serve as a foundation for your training of Copilot for Sales users, customers, or partners! This content includes use cases and demonstrates how each feature will benefit sellers, administrators, and sales managers.

Looking for the latest adoption resources? Visit the Copilot for Sales Adoption Center and find the latest information about how to go from inspiration to adoption.

Stay connected

Want to stay connected? Learn about the latest improvements before everyone else at https://aka.ms/copilotforsalesupdates. Join our community in the community discussion forum and we always welcome your feedback and ideas in our product feedback portal.

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