Extend Copilot for Sales with custom data and insights from your own apps

Optimize the sales process by integrating internal and external data with Copilot for Sales. Create enriched email summaries, customized meeting prep documents, and actionable meeting recaps to improve customer interactions. Copilot uses AI to generate insights and suggest actions based on comprehensive data, ensuring sales teams have all the necessary information at their fingertips. Create custom AI experiences using Copilot Studio with zero code. By adding Copilot extensions, users can connect to external data sources and build tailored AI skills.

Eric Boocock, Copilot for Sales Principal Program Manager, shares how Copilot for Sales works and how to build Copilot extensions to connect with other systems for personalized experiences.

► QUICK LINKS:
00:00 - Copilot for Sales
00:36 - Baseline experiences
02:13 - Bring in external data
03:26 - Use Copilot to respond to emails
03:54 - Meeting prep and meeting recap
04:52 - Security and Responsible AI
06:27 - Copilot extensions
09:09 - Publish Copilot extensions
09:40 - Wrap up

 

► Link References

Check out https://aka.ms/CopilotforSalesExtensibility 

Stay updated on monthly releases at https://aka.ms/CopilotforSalesUpdates

 

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