Question

A B2B software company uses Dynamics 365 Sales with Copilot. Sellers want Copilot to summarize and answer questions about opportunities using data that lives in an external third-party revenue-intelligence platform, not just the native CRM tables. The architect must recommend how to surface that external data inside the Copilot in Dynamics 365 Sales experience with the least custom code. What should the architect recommend?

Accepted Answer

Configure connectors for Copilot in Dynamics 365 Sales to bring the external revenue-intelligence data into Copilot's grounding, so sellers get answers that combine CRM and third-party data.

Answer

Build a standalone autonomous agent in Microsoft Foundry that replicates the external platform's data model and replaces Copilot in Dynamics 365 Sales entirely.

Answer

Export the external platform's data nightly to a CSV file and attach it to each opportunity record so Copilot can read the attachments.

Answer

Add a Copilot Studio fallback topic that instructs sellers to open the third-party platform in a separate browser tab when they need that data.