Amira Beldjilali | Extend Sales Agent in Microsoft 365 | March 2026 Dynamics 365 CRM Community Call
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In this session from the March 2026 #Dynamics365Community Call, Microsoft's Amira Beldjilali shows how to extend the Sales Agent in Microsoft 365 Copilot to connect with tools like Dynamics 365, Salesforce, and ServiceNow—unlocking smarter, more connected selling. This walkthrough breaks down the setup, key decisions, and common pitfalls so you can build the right solution with confidence.
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What you'll learn in this video:
+ How Sales Agent extensibility works in Microsoft 365 Copilot
+ Which systems you can connect (Dynamics 365, Salesforce, ServiceNow, SharePoint, Outlook)
+ When to use extensibility vs. out-of-the-box capabilities
+ How to build and connect declarative agents in Copilot Studio
+ The difference between connected agents and custom tools
+ Common setup mistakes—and how to avoid them
+ Best practices for driving real user adoption
+ How to turn seller needs into practical, high-impact solutions

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