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- This is a production-ready preview feature.
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[This article is prerelease documentation and is subject to change.]
This section outlines what Sales in Microsoft 365 Copilot expects from your application APIs that either enhance an existing capability or introduce a new one. It covers the following aspects:
- The input context that your application APIs can expect from Sales in Microsoft 365 Copilot (the capability)
- The type of insights that each capability can show in the user interface (and therefore what your APIs should provide)
- The descriptions that are needed at the API level, and for each API input and output, to help Sales in Microsoft 365 Copilot identify the correct API to invoke at runtime
Note
Although these definitions are provided with high confidence, they are subject to change based on our internal reviews, testing, and feedback. Some descriptions might currently be empty. We are in the process of defining these descriptions and will provide updates in a future version of the guide.
This section provides the information that you need to enrich the following capabilities of Sales in Microsoft 365 Copilot with insights from your application:
- Email summaries
- Opportunity insights
- Customer relationship management (CRM) record summaries
- CRM record details
Related information
Enrich email summaries with insights from your application
Enrich opportunity insights with data from your application
Enrich CRM record details with insights from your application
Enrich CRM record summaries with insights from your application
Extend Sales in Microsoft 365 Copilot with partner applications