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This is a sample connector to extend Copilot for Sales

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Connector Metadata
Publisher Microsoft

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Chat about key stakeholders (Preview)

This API returns the key decision makers, or key stackholders for an account, given a CRM account name as input

Enrich CRM record details (Preview)

This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales

Enrich CRM record summary (Preview)

This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales

Enrich email summary (Preview)

This action gets additional sales insights that will be shown in C4S email summary experience inside outlook summary. The action enhances the existing skills of copilot for sales

Enrich key sales info (Preview)

This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of Copilot for sales

Chat about key stakeholders (Preview)

This API returns the key decision makers, or key stackholders for an account, given a CRM account name as input

Parameters

Name Key Required Type Description
accountName
accountName True string

The input CRM account name

crmType
crmType string

This input indicates the type of CRM in which the CRM acount exists, for which key decision makers, or key stackholders is requested

Returns

Enrich CRM record details (Preview)

This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales

Parameters

Name Key Required Type Description
recordType
recordType True string

This input identifies the record type in CRM for which related records are requested

recordId
recordId True string

This input provides the unique identifier of the CRM record for which related records are requested

top
top integer

This input indicates the number of related records to fetch

skip
skip integer

This input indicates the number of records to skip when fetching related records

crmType
crmType string

This input indicates the type of CRM the related records are fetched from

crmOrgUrl
crmOrgUrl string

This input indicates the URL of the CRM environment the related records are fetched from

Returns

Enrich CRM record summary (Preview)

This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales

Parameters

Name Key Required Type Description
recordType
recordType True string

This input indicates the entity or object type in CRM for which insights are requested

recordId
recordId True string

This input indicates the unique identifier of the CRM record for which insights are requested

startDateTime
startDateTime date-time

This input indicates the start date and time for insights requested

endDateTime
endDateTime date-time

This input indicates the end date and time for insights requested

top
top integer

This input indicates the number of insights to fetch

skip
skip integer

This input indicates the number of insights to skip

crmType
crmType string

This input indicates the type of CRM in which the CRM record exists, for which insights are requested

crmOrgUrl
crmOrgUrl string

This input indicates the URL of the CRM environment in which the CRM record exists, for which insights are requested.

Returns

Enrich email summary (Preview)

This action gets additional sales insights that will be shown in C4S email summary experience inside outlook summary. The action enhances the existing skills of copilot for sales

Parameters

Name Key Required Type Description
emailContacts
emailContacts True string

This input indicates a list of all relevant participant emails in the current email thread

recordType
recordType string

This input identifies the record type in CRM which is related to the summarized email

recordId
recordId string

This input provides the unique identifier of the CRM record which is related to the summarized email

crmType
crmType string

This input indicates the type of CRM in which the record related to the summarized email exists

crmOrgUrl
crmOrgUrl string

This input indicates the URL of the CRM environment in which the record related to the summarized email exists

top
top integer

This input indicates the number of insights to fetch

skip
skip integer

This input indicates the number of items to skip when fetching insights

Returns

Enrich key sales info (Preview)

This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of Copilot for sales

Parameters

Name Key Required Type Description
recordType
recordType True string

This input identifies the record type in CRM for which key sales info is requested

recordId
recordId True string

This input provides the unique identifier of the CRM record for which key sales info is requested

crmType
crmType string

This input indicates the type of CRM in which the CRM record exists, for which key sales info is requested

crmOrgUrl
crmOrgUrl string

This input indicates the URL of the CRM environment in which the CRM record exists, for which key sales info is requested

top
top integer

This input indicates the number of sales highlights to fetch

skip
skip integer

This input indicates the number of items to skip when fetching sales highlights

Returns

Definitions

Activity

Name Path Type Description
title
title string

This output indicates the title of the activity in the citation card

description
description string

This output indicates the description of the insight

dateTime
dateTime date-time

This output indicates the time associated with the insight

url
url string

This output indicates the URL to open insight

additionalProperties
additionalProperties object

This output indicates additional properties displayed in the detailed view of the insight

ActivityListResponseEnvelope

Name Path Type Description
value
value array of Activity
hasMoreResults
hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls

AdaptiveCardWrapper

Name Path Type Description
adaptiveCard
adaptiveCard string
previewCardData
previewCardData PreviewCardData

EmailInsight

Name Path Type Description
title
title string

This output indicates the title of the partner section and should include only the partner's name

description
description string

This output indicates the text you would like to be included in the email summary

EmailInsightListResponseEnvelope

Name Path Type Description
value
value array of EmailInsight
hasMoreResults
hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls

ExternalRelatedRecord

Name Path Type Description
recordId
recordId string

This output uniquely identifies each related record returned by the action

recordTypeDisplayName
recordTypeDisplayName string

This output indicates the display name of record type of each related record returned by the action

recordTitle
recordTitle string

This output indicates the title of each related record returned by the action

recordTypePluralDisplayName
recordTypePluralDisplayName string

This output indicates the plural display name of the record type of each related record returned by the action

recordType
recordType string

This output indicates the type of each related record returned by the action

url
url string

This output indicates the URL of each related record returned by the action

additionalProperties
additionalProperties object

This output indicates additional properties as name-value pairs of each related record returned by the action

ExternalRelatedRecordListResponseEnvelope

Name Path Type Description
value
value array of ExternalRelatedRecord
hasMoreResults
hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls

PartnerConnectorResponse

Name Path Type Description
adaptiveCards
adaptiveCards array of AdaptiveCardWrapper

PreviewCardData

Name Path Type Description
title
title string
subtitle
subtitle string
url
url string

SalesHighlight

Name Path Type Description
title
title string

This output indicates the title of citation card for the insight.

description
description string

This output indicates the text of the insight to be included in key sales info.

dateTime
dateTime date-time

This output indicates the time associated with the insight.

url
url string

This output indicates the URL to learn more about the insight.

additionalProperties
additionalProperties object

This output indicates additional properties as name-value pairs of each related insight returned by the action.

SalesHighlightListResponseEnvelope

Name Path Type Description
value
value array of SalesHighlight
hasMoreResults
hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls