Manage extensions for Microsoft 365 Copilot for Sales (preview)
[This article is prerelease documentation and is subject to change.]
Copilot Studio can be used to extend Microsoft 365 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 Agent connectors, actions, and extensions overview (preview).
As a Microsoft 365 Copilot for Sales administrator, you can manage plugins for Microsoft 365 Copilot for Sales within your CRM instance by enabling or disabling specific plugins from Copilot Studio.
Note
By enabling a connector action for Microsoft 365 Copilot for Sales, you may be allowing Microsoft 365 Copilot for Sales users on Microsoft 365 and Teams applications to send and receive data from external sources using Microsoft 365 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 Microsoft 365 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 Microsoft 365 Copilot for Sales?
To manage plugins for Microsoft 365 Copilot for Sales in Copilot Studio, you must be:
Assigned as a Microsoft 365 Copilot for Sales administrator. For more information, see Microsoft 365 Copilot for Sales admin settings.
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 Microsoft 365 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 agent administrators (default)
- Entire organization
- Specific users/groups
Note
If a plugin is enabled, it is automatically enabled for all agent administrators.
Select Save. This enables the plugin for the users you selected. You also need to:
The plugin is now enabled for the users.
Assign security role to user
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.
Disable a plugin for Microsoft 365 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 Microsoft 365 Copilot for Sales. It might take a few minutes for the changes to take effect.