Really impressed with the new plugins for Copilot Cowork, especially Dynamics 365 Sales.
Really impressed with the new plugins for Copilot Cowork, especially Dynamics 365 Sales.
I've tried a few of the AI sales tools across Dynamics 365 and M365 Copilot recently, and even built a custom agent to update Dynamics 365 Sales records. However, the tools felt disjointed and not in line with how I work.
This changed with the latest Copilot Cowork release. Microsoft has added plugins, including Dynamics 365 Sales, that lets Cowork read and write directly to my CRM.
It is now part of how I work my pipeline.
The built-in Sales AI agents in Dynamics 365 & M365 Copilot have clear roles. Sales Qualification Agent triages leads. Sales Research Agent prepares meeting briefs. Sales Copilot lives in Teams and Outlook. Each one is designed for a specific moment in a defined sales process. And for a sales team running that process at scale, they make sense.
My situation is different in that I'm one person managing a small pipeline end to end.
Here are some examples.
In a Copilot Cowork session with the new Sales plugin, I sent it a rough, vague prompt:
"Can you review my latest emails from [client name] and suggest updates to the opportunity?"
Copilot Cowork then:
• found all relevant emails
• found the correct Opportunity record in Dynamics 365
• suggested updates to the Opportunity record with clear reasoning
• highlighted real risks to the Opportunity
• after I confirmed the suggestions, it updated the Opportunity
Other things I got it to do were:
• create multiple new Dynamics 365 records (Account, Contact, Opportunity) all in one go from emails or Teams conversations
• research an Account before populating its details
• add notes and follow-up tasks
• close completed tasks as we work through them together
• create a Sales SKILL with my preferences for managing sales in Dynamics 365
The built-in Sales AI agents in Dynamics 365 & M365 Copilot are designed for teams with defined processes across multiple roles. For the right setup, they work well.
There is no single approach that works for every sales team. Whether you are evaluating which AI tools to roll out across a team or managing your own pipeline, finding what fits how you and your team actually work matters more than using the most capable tool. If the prescribed agent flows feel tight, the new Sales plugin for Copilot Cowork is worth a look.