Sales Extension Suite for Copilot Bill Whalen | Microsoft

Install the Cowork plugins.

Download two plugins, upload each in Cowork, then try one fictional task.

These plugins add guided sales agents to Microsoft 365 Copilot Cowork—not Windows, VS Code, GitHub Copilot, or Copilot Studio.

Before you download

See what this adds to Microsoft’s standard Sales plugin.

You need a work account with a Microsoft 365 Copilot license, Cowork available, and permission to upload custom plugins. If Cowork or Upload plugin is missing, contact your Microsoft 365 administrator. This download cannot enable access.

Final package names, version 2.1.3. Owner testing passed as reported before the display-name cleanup. Verify final import/display and recipient access. No CRM connector, credentials, new permissions, or automatic updates are included.

Download both plugins

1. Seller Workflows

Meeting preparation, follow-up drafts, pipeline review, and coaching.

Download Seller Workflows ZIP

sales-suite-seller-workflows-2.1.3.zip

2. Account & Deals

Account Intelligence briefs, opportunity evidence, and team handoffs.

Download Account & Deals ZIP

sales-suite-account-deals-2.1.3.zip

Save both ZIPs to Downloads. Do not unzip them. Optional service/admin plugins are not needed to start.

Optional packages: install only for the right role

Service specialists and administrators only

Download the 25 optional workflow tests. Local packaging checks pass; import, discovery, behavior, effects and rollback still need host evidence.

Install in five steps

  1. Open Cowork in Microsoft 365 Copilot using your approved work account. Select Customize → Plugins (or + → Customize → Plugins).
  2. Protect your existing setup. Record enabled versions. Keep the old packages. Disable only overlapping Sales Suite versions through supported controls; stop if safe disablement is unavailable.
  3. Select Upload plugin. Choose sales-suite-seller-workflows-2.1.3.zip from Downloads. If the Share dialog appears, choose Only you and Apply for this first check.
  4. Repeat for Account & Deals. Upload sales-suite-account-deals-2.1.3.zip. Verify both names, version 2.1.3, and developer Bill Whalen | Microsoft.
  5. Start a fresh task. In Sources & Skills, enable both plugins. Then run the rehearsal below.

Microsoft’s upload instructions · Enable plugins. Labels may vary by tenant.

Try your first task—no customer data

Copy this into a fresh Cowork task:

Read the fictional first-task prompt
Use Sales Suite | Seller Workflows, call-follow-up. Synthetic rehearsal only. Use only the notes below; do not query CRM, email, Teams, or other sources. Do not send, save, schedule, assign, or update anything. Return a concise recap, confirmed actions with owners and agreed dates, open decisions, one next best action, and proposed V-team handoffs. Keep reviewer identification, completion of the IT review, and the data-use decision separate. Report what actually ran.

Synthetic rehearsal only. Northstar Equipment is fictional.
Opportunity: Field Service Agent Pilot. Meeting date: October 15, 2026.
Jordan wants technicians to spend less time searching manuals and repair notes.
One equipment family was suggested, but none was selected.
Casey requires an IT data-access and security review before customer data is used.
Jordan will send three anonymized scenarios by October 20.
Bill will draft an outline after receiving them; no delivery date was agreed.
Casey will identify the security reviewer; no deadline was agreed.
Two weeks was suggested, not agreed. No budget, start date, success target,
purchase decision, data-use approval, or production deployment was agreed.
A follow-up meeting was discussed but not scheduled.

Success: the recap keeps Jordan’s October 20 action, leaves Bill’s deadline unagreed, and makes no source queries or changes. Inspect host activity for the workflow actually used; a plausible answer alone does not prove invocation.

Compare fictional results · More example prompts

Blocked or not working?

Upload missing, validation error, or plugin absent

Missing upload: ask your administrator; do not bypass policy. Validation error: confirm the exact 2.1.3 ZIP, not 2.1.0 or an unzipped folder. Record the error, version, and host for the pilot owner; stop rather than repeatedly importing. Installed but absent: start a fresh task and check Sources & Skills.

CRM access or rollback

Notes-only rehearsal needs no CRM. Live evidence needs separately approved sources and identity checks. Do not grant unexpected permissions. To roll back, disable only these candidates, restore the recorded old enabled states, and start a fresh task. Keep connections and original packages.

Copilot Studio work is deferred—not part of this install. Repeat with each pilot participant's permissions before customer expansion. Readiness details.

Pilot tests · Next: release to a named internal group.

Already installed 2.1.3?

Only full display names/descriptions changed in the final cleanup. IDs, version and workflow files are unchanged; ZIP hashes changed. Keep your working copy and verify supported import/update behavior before replacing it. If a same-version upload is rejected, stop and record the host message; do not delete working plugins or invent a version change.