Privacy

Sales Extension Suite for Copilot: website and Cowork V2.1.3 evaluation packages. Updated October 16, 2026.

The static website examples run in your browser. They do not run AI, connect to CRM, send form data, store your entries or add analytics. Copy buttons use your clipboard only when selected. GitHub Pages and any external documentation you open operate under their own service terms and logging policies.

Package contents and live work

The ZIPs contain agent instructions, icons and deployment metadata—not customer records, credentials, tenant connections or a custom backend. Copying a prompt does not run it; submitting it in Cowork is a separate action.

When you use Cowork and approved tools, data is processed by those services under your organization’s configuration, permissions, policies, retention settings and applicable Microsoft or provider terms. The static website is not the runtime. These packages do not add CRM permission or establish delegated identity isolation.

Permissions, review and incidents

Administrators own least privilege, source approval, licensing, data policies and audience controls. Verify each recipient’s effective identity and permitted record scope. A successful author test does not prove recipient access.

Keep customer evidence and completed test results in approved private storage. Do not put raw CRM records, messages, tokens or private feedback into this public repository.

Review outputs and inspect actual tool activity. Instructions are not security enforcement. Read-only and draft-only requests must not change source systems; effects need the owning system’s supported controls and separate approval.

Use your named pilot owner and organization’s normal Microsoft 365, Power Platform, Dynamics 365 and connected-service incident routes. Stop use and disable the relevant plugin for new conversations if behavior or data movement differs from the approved boundary. Material changes to sources, audience, runtime or telemetry require review.