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[PATTERN]: Extend Copilot in Dynamics Sales to interact with external system #309

@SuneethaXpedition

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@SuneethaXpedition

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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