Extending Copilot in D365 Sales – Part 1
This article discusses how to extend Copilot in Dynamics 365 Sales. It explains that Copilot is a feature in Dynamics 365 Sales that provides quick access to sales data and streamlines tasks like reviewing sales record updates and preparing for meetings. The article focuses on creating an action in Copilot and calling that action from within a topic. It provides step-by-step instructions on how to create the action using Power Automate and how to pass the contact ID to the action. The article also mentions that there are other configuration options available for extending Copilot in D365 Sales, such as adding topics, knowledge, and actions, as well as configuring the "View Prompts" menu.
Article 5m
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