Microsoft makes Dynamics 365 Sales plug-ins for Copilot Cowork generally available

Microsoft announced on June 16, 2026 that the Dynamics 365 Sales and Dynamics 365 Customer Service plug-ins for Copilot Cowork are generally available. Copilot Cowork, Microsoft's surface for delegating multi-step work across records, email and meetings, also reached general availability for Microsoft 365 Copilot customers worldwide. Microsoft says the plug-ins run prebuilt prompts on out-of-the-box Dynamics 365 data and need no custom configuration.

The details

• The Sales plug-in covers account, lead, opportunity and competitor research, opportunity health and risk, and drafting follow-up communications.
• Named sales use cases are account and deal preparation, expansion signals, deal-progression guidance and pipeline visibility for managers.
• The Customer Service plug-in covers case triage, knowledge-grounded resolution drafts, escalation handoff and queue visibility for supervisors.
• Microsoft Dataverse is the read, query, create and update layer, and every write-back requires a person to approve, edit or dismiss it.
• Admins deploy and scope the plug-ins in the Microsoft 365 admin center, and each call enforces the user's existing identity and permissions.
• Microsoft refers readers to Microsoft Learn for prerequisites and licensing.

Context

The plug-ins bring Dynamics 365 CRM records into Copilot Cowork, the multi-step work surface inside Microsoft 365 Copilot, with Dataverse handling reads and approved writes. Microsoft says Cowork reaches CRM data only through the plug-ins, and that it should state when data is missing or ambiguous. In October 2026 Microsoft followed with 30 CRM skills for Dynamics 365 and a preview of a Sales Development Agent, extending the agent features available on top of the same CRM data. The June release covered both the sales and the customer service applications at once.

Not disclosed

• Pricing and licensing terms
• Plug-ins for Dynamics 365 applications beyond Sales and Customer Service