How to integrate Copilot Studio agent with Dynamics Sales?

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Posted on by Suneetha Akula

I have created custom agent using Copilot Studio, published to Power Platform Dynamics Sales environment, I can see the custom agent under agents, but how to use it from Account form?

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Suneetha Akula 4 on at

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How to integrate Copilot Studio agent with Dynamics Sales?

Yes, it helps to get started, thanks
Expiscornovus 31,967 Most Valuable Professional on at

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How to integrate Copilot Studio agent with Dynamics Sales?

Hi @Suneetha Akula,

In the below Dynamics 365 community forum thread they suggest to add the agent via a webresource to your a form for your account table/entity.

Below is the link to that thread:

https://community.dynamics.com/forums/thread/details/?threadid=8661e5e5-2f0b-f011-bae3-7c1e521a9c2c

Hopefully that helps to get you started?

Happy to help out 😁

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