Unanswered

How to integrate Copilot Studio agent with Dynamics Sales?

(0) Share

Report

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?

Categories:

Publish & channel management

I have the same question (0)

All responses (2)

Answers (0)

Expiscornovus 33,195 Most Valuable Professional on at

Like (1)

Report

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 😁

I share more #PowerAutomate and #SharePointOnline content on my Blog, LinkedIn, Bluesky profile or Youtube Channel

Was this reply helpful? Yes No
Suneetha Akula 5 on at

Like (0)

Report

Yes, it helps to get started, thanks

Was this reply helpful? Yes No