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Integration with Copilot Studio (CP Studio)

Copilot Studio Logo

1. Azure Portal Configuration (Registering App & API Permissions)

  • Go to API permissions for the registered application.
  • Add permissions for Microsoft Graph.

Detailed Steps

Refer to Azure AI/ML Onboarding Steps 1 to 8 here for a more detailed guide with screenshots.

  • After adding the permissions as per above until step 8, add few more Application permissions:
    • Application.Read.All
    • AuditLog.Read.All
    • AuditLogsQuery-CRM.Read.All
    • AuditLogsQuery.Read.All
  • Now, select Grant Admin Consent for Default Directory and say Yes to confirm. Confirm that all permissions show a Granted status.

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2. Power Platform Configuration

2.1 Add Application User

  • Open the Power Platform Admin Center.
  • Select the required Environment.
  • Navigate to: Settings → Users + Permissions → Application users
  • Click New app user.
  • Select the Azure application created earlier.

Copilot Studio Logo

2.2 Assign Security Role

  • Assign the Service Reader role (or another required role based on access needs).
  • Save the changes.

Detailed Steps

Once the above is done complete Steps 10 to 17 from Azure AI/ML Onboarding to complete the Copilot studio integration.