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

Microsoft Mechanics Podcast

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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