The mechanics of extending Copilot for Sales with your external data

on YouTube ↗10m

" summary

Copilot for Sales combines Microsoft 365 (via Microsoft Graph) with CRM like Salesforce or Dynamics 365 and uses retrieval-augmented generation to pull context; Copilot Studio lets you add Copilot Studio extensions by wiring up Power Platform connectors, writing API/input/output descriptions that the model reads, testing in the Copilot chat, then publishing for admin enablement. The demo builds a Contoso customer intelligence connector that enriches Outlook summaries, Word meeting briefs and Teams recaps, surfaces competitor mentions, suggests follow-ups and sales owners, and the extension works end-to-end in the demo.

AI-written summary · about

" chapters (6)

1. 0:00Introduction to copilot
2. 0:37Core sales functionality
3. 2:06How copilot works
4. 3:19Building custom extensions
5. 5:32Enhanced user experience
6. 8:06Conclusion and resources

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