Microsoft Copilot for Sales is reimagining sales. Integrated seamlessly into your daily tools across Microsoft 365 and Teams, Copilot for Sales harnesses the power of generative AI and customer data to keep sellers in their flow of work so they can spend more time with customers.
This month, we’re enabling features to streamline your experiences in Teams, and Copilot Studio. First up: users signing in to Copilot for Sales for the first time can connect to their CRM directly from Teams rather than first having to sign in to Outlook. We also enabled zero-click sign-in for Copilot for Sales extensions using Entra ID, and finally, we’re making it easy to use the sample certified connector plugin – right from within Copilot Studio!
Capabilities highlighted below are included in this month’s release of Copilot for Sales. It may take time for specific capabilities to reach every tenant in each market.
In Teams
CRM sign in experience in Teams
Today, first time users of Copilot for Sales who start from Teams face friction as they must go first to Outlook to sign into their CRM because sign in capabilities in Teams do not have parity and consistency with sign in capabilities in Outlook.
We’re excited to announce that starting this month we’re improving the sign in experience. For Copilot for Sales users who open the Teams Personal App:
- Dynamics users will be automatically signed in to an environment even if they have never signed in before (similar rules as in Outlook) and they can confirm or change their environment! Also, if they have multiple environments, they will be able to switch their environment without signing out.
- Salesforce® users will be able to sign in to any of their environments directly from the Teams Personal App.
Extensibility and Cross-Surface
Sample certified connector plugin for Copilot for Sales (preview)
Currently, customers have access to a sample connector solution that helps them understand how to build a new extension for Copilot for Sales; however, to see and learn from the sample connector solution in action, customers need to take multiple steps: (1) download the connector solution; (2) import the downloaded solution in their Dataverse environment connected to Copilot for Sales; and (3) create a connection action in Microsoft Copilot Studio.
We’re very pleased to announce that starting this month customers can accelerate and get started more quickly extending Copilot for Sales by using a certified connection action that customers can discover, enable and study – directly from Microsoft Copilot Studio!
To get started, follow the instructions in the Learn article Manage extensions for Copilot for Sales (preview) using Microsoft Copilot Studio and enable the Contoso Hub connector action for Copilot for Sales. We also have more information available about the sample certified connector action.
Simplified zero-click sign in experience for Copilot for Sales extensions using Microsoft Entra ID (preview)
Currently, Copilot for Sales users need to explicitly sign into connector plugins enabled to extend Copilot for Sales even if the connector plugin uses Microsoft Entra ID for authentication.
Starting this month, Copilot for Sales will silently create connections for connector plugins which use Microsoft Entra ID for authentication if the copilot administrator has already enabled the connector plugin for Copilot for Sales users.
This allows users to view data and insights from non-CRM applications that extend Copilot for Sales and use Microsoft Entra ID without explicitly signing into those applications again, saving time and energy.
You can learn more about how to create a custom connector and connector action and how to view insights from partner applications (preview) from within Copilot for Sales.
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.