Extending Copilot in Sales Part 2 | Dynamics 365 Bites

 

 

Extending Copilot in Sales continues with Part Two. This Dynamics 365 Bite from Senior FastTrack Solution Architect Amreek Singh explains how to extend out-of-the-box skills, focusing on enhancing Opportunity and Account summaries.

It also includes a detailed walkthrough of a sample plugin code and demonstrates its application through a banking scenario, showcasing how to display additional customer information within summaries.

 

 

Chapters:

00:00 Intro 
00:12 Recap
00:27 Agenda
00:51 Extending OOB skills
03:58 Sample plugin walkthrough
08:35 Real life scenario
11:44 Register a plugin
12:36 Test your plugin (extension)
13:10 Resources
13:32 Closing comments

Watch part one here:  Copilot in Sales: Extensibility Part 1

 

Check out all the videos in our D365 Bites series here:    Dynamics 365 Bites