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

This video explains how Copilot for Sales enhances the sales process by using generative AI to gather and synthesize information from various sources. It highlights how this tool integrates with CRM and Microsoft 365 data to provide valuable insights, such as enriched email summaries, suggested CRM updates, and customized meeting preparation documents. Furthermore, the source demonstrates how to extend Copilot for Sales to incorporate data from external connected systems and build custom AI skills using Copilot Studio, allowing for even more comprehensive customer intelligence and personalized interactions. The core mechanism involves Retrieval Augmented Generation to orchestrate data retrieval and AI skills to handle multi-step tasks, ultimately providing a zero-code way to connect to external data and enhance the sales experience.