Integrating Copilot Studio with SharePoint Using Single Sign-On (SSO)

Integrating Copilot Studio with SharePoint using Single Sign-On (SSO) enhances the user experience by allowing seamless access to AI-driven assistance without repeated logins. Here’s a detailed guide on how to achieve this integration:

Overview

Copilot Studio allows you to create custom AI copilots that can be deployed across various platforms, including SharePoint. By leveraging SSO, users can interact with these copilots without needing to re-authenticate, streamlining the process and improving efficiency.

Key Steps for Integration

  1. Prerequisites:

    • Microsoft Entra ID (formerly Azure AD): Administrative access to configure authentication.
    • SharePoint Online: Access to the SharePoint site where the copilot will be deployed.
    • Copilot Studio Environment: A configured copilot that you want to integrate.
    • Development Tools: Installed tools like Visual Studio Code, Node.js, and PowerShell.

  2. Create an App Registration in Microsoft Entra ID:

    • Sign in to the Azure portal using an admin account in the same tenant as your agent.
    • Navigate to App registrations and select New Registration.
    • Enter a name for the registration and select Accounts in any organizational directory.
    • Set the Redirect URI to the URL of your SharePoint site (e.g., https://mytenant.sharepoint.com/sites/MySite).

  3. Define a Custom Scope for Your Agent:

    • In the Azure portal, define a custom scope that your copilot will use to request permissions.

  4. Configure Authentication in Copilot Studio:

    • In Copilot Studio, configure the authentication settings to enable SSO.
    • Ensure that the copilot can acquire tokens from Microsoft Entra ID to access protected data sources like SharePoint and OneDrive.

  5. Deploy the Copilot to SharePoint:

    • Use the SharePoint Framework (SPFx) to create a component that acts as a wrapper for the copilot.
    • Embed the SPFx component in your SharePoint site, allowing the copilot to interact with users based on the site’s pages and documents.

  6. Testing and Validation:

    • Test the integration to ensure that users can access the copilot without needing to re-authenticate.
    • Validate that the copilot can access and respond based on the content available in SharePoint.

Example Use Case

Imagine a SharePoint site dedicated to HR-related information. By embedding a copilot created with Copilot Studio, employees can ask questions about company policies, benefits, and more. The copilot will provide answers based on the content available on the SharePoint site, ensuring that users only access information they are authorized to view.

Benefits of SSO Integration

  • Seamless User Experience: Users can interact with the copilot without repeated logins, enhancing productivity.
  • Secure Access: Ensures that only authenticated users can access the copilot and the data it references.
  • Efficiency: Reduces the time and effort required for users to access AI-driven assistance.

For more detailed steps and code samples, you can refer to the Microsoft Copilot Blog and the SharePoint Europe Guide[1][2][3].


References

Comments

Post a Comment

Popular posts from this blog

Power Automate Pagination: How to Retrieve More Than 5000 Items from a SharePoint List

One of the common scenarios that you may encounter when using Power Automate is to retrieve data from a SharePoint list and perform some actions on it. However, if your SharePoint list has more than 5000 items, you may run into some challenges and limitations. In this blog, we will explain why this happens and how to overcome it using pagination. Why does Power Automate have a limit of 5000 items for SharePoint lists? The reason why Power Automate has a limit of 5000 items for SharePoint lists is because of the underlying SharePoint API that Power Automate uses to connect to SharePoint. SharePoint has a feature called list view threshold, which limits the number of items that can be returned in a single query to 5000 by default. This is to prevent performance issues and ensure optimal performance for all users. If you try to query more than 5000 items from a SharePoint list, you will get an error message like this: This error message will also appear in Power Automate if you use the Ge...
Read more

Power Apps: Modern Controls vs. Classic Controls – A Comprehensive Comparison

 In the realm of Power Apps, the evolution from classic to modern controls marks a significant milestone, enhancing user experiences and development processes. This shift not only reflects Microsoft's commitment to innovation but also addresses the growing demands for more intuitive, efficient, and visually appealing applications. In this blog, we'll delve into the differences between modern and classic controls in Power Apps, exploring their functionalities, user experience, performance, and customization capabilities. In the realm of Power Apps, the evolution from classic to modern controls marks a significant milestone, enhancing user experiences and development processes. This shift not only reflects Microsoft's commitment to innovation but also addresses the growing demands for more intuitive, efficient, and visually appealing applications. In this blog, we'll delve into the differences between modern and classic controls in Power Apps, exploring their functionalit...
Read more

Handling Throttling in Power Automate: A Practical Guide

Introduction Throttling is a common issue that users encounter when working with Power Automate. But fret not, this blog post is designed to walk you through how to effectively manage this challenge. Understanding Throttling While I will not be delving into what Power Automate is, it's important to understand the concept of throttling in this context. Essentially, throttling happens when your flows are making requests at a rate that exceeds the limits set by the service you are interacting with. This results in the service slowing down or even stopping the flow of data, which is what we refer to as 'throttling'. You can learn more about the specific limitations that Microsoft puts in place for Power Automate here . How to Handle Throttling Now, let's delve into how you can handle throttling in Power Automate. Here are a few strategies: Use Delays: Adding delay actions between your requests can he...
Read more