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Power Platform Community / Forums / Copilot Studio / How to integrate Copil...
Copilot Studio
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How to integrate Copilot Studio agent with Dynamics Sales?

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Posted on by SA-01041601-1 5
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?
Categories:
Publish & channel management
I have the same question (0)
  • Expiscornovus Profile Picture
    Expiscornovus 33,830 Most Valuable Professional on at
     
    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:
     
    Hopefully that helps to get you started?
     
     
    Happy to help out 😁

    I share more #PowerAutomate and #SharePointOnline content on my Blog, LinkedIn, Bluesky profile or Youtube Channel
  • SA-01041601-1 Profile Picture
    SA-01041601-1 5 on at
    Yes, it helps to get started, thanks

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