Extend Copilot for Sales with connectors in Copilot Studio

Important

This content is archived and is not being updated. For the latest documentation, go to Microsoft Dataverse documentation. 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 21, 2024 -

Business value

This feature provides an easy way for makers to connect Microsoft Copilot for Sales to additional data sources, increasing the scope of their AI capabilities. It reduces time to discover important data and trends and streamlines work through the use of natural language queries.

Feature details

Using Microsoft Copilot Studio, makers can extend Copilot for Sales by creating connector plugins using out-of-the-box or custom connectors. By following step by step prompts, users will be able to connect to a data source, specify the actions they would like copilots to execute, provide sample questions for users to get started with their queries, provide adaptive cards to present data in easy-to-understand formats, and more.

See also

Copilot connectors and actions overview (docs)