microsoft / microsoft/dynamics365patternspractices
[PATTERN]: Extend Copilot in Dynamics Sales to interact with external system
Open
@rachel-profitt is already working on this.
Since Dec 26, 2025.
architecture
needs review
order to cash
- Dominant language
- Python
- Stars
- 227
- Forks
- 106
- Avg merge
- 2d 13h
- Merged PRs (30d)
- 1
Description
Contact details
suneetha.akula@xpedition.co.uk
Organization type
Partner / ISV / Independant consultant
End-to-end business process
Order to cash
Which business process area is this article related to?
Create and manage sales
Which business process is this article related to?
Manage accounts receivable
Which pattern or practice is this request related to?
Verify account when converting from Prospect
Enter any additional comments or information you want us to know.
This is a reference architecture for a solution idea to extend Copilot in Dynamics 365 to interact with external system by connecting to their APIs.
ai-interact-with-external-system-from-dynamics365Sales-copilot.docx
ai-interact-with-external-system-from-dynamics365Sales-copilot.pptx
ai-interact-with-external-system-from-dynamics365Sales-copilot-reference-architecture.pptx
Specify the date you expect the article to be completed and ready for review.
12/26/2024
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