Extending Copilot for Sales with Microsoft Copilot Studio
summary
Demo shows how Copilot for Sales plugs partner apps into Microsoft Copilot Studio using Power Platform connectors to expose real‑time partner APIs that surface in Outlook, Teams, M365 Chat and an always‑on contextual sidecar. Extensions wrap connector APIs (CRM record details, key sales info), publish into a solution for ALM, and support staged rollouts and per‑user sign‑in. Live partner integrations include Databook, Showpad, Outreach, Highspot, People.ai, Seismic, Crossbeam, ProSmart CPTU and DocuSign; feature set is available now in private preview with governance and versioning via Copilot Studio.
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chapters (6)
- 0:00Copilot for Sales intro
- 3:24How Copilot for Sales works
- 7:14Partner extensions demos
- 19:19Build your own extension
- 27:27Governance and deployment
- 33:10Q&A
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