Extend email drafts with file links from third-party systems

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts - Nov 2024

Business value

As a seller, you refer to multiple systems while responding to customer queries. By providing the capability to add content from third-party systems, you can add the relevant file links from external systems with the capability of the connector plugin without having to navigate to these systems for content.

Feature details

With the new capability to integrate content from third-party systems, customers can now enhance their email replies with the file links from third-party systems.

As an administrator, you can create a connector-based plugin that builds connection between Copilot for Sales and the external system to enable file links to be added in email drafts.

As a seller, you can sign in to the plugin and see file links relevant to the emails automatically added to the email replies.

This capability is available in:

  • Copilot for Sales product area: Microsoft Outlook

Recommended file links from external systems added to the email draft automatically.

Recommended file links from external systems added to the email draft automatically.