Create and Deploy custom copilot to MS Teams and SharePoint Site (Part 1)


Custom Copilot using Copilot Studio published to MS Teams:


In this two part series we see how to create a custom copilot using Microsoft Copilot Studio for Generative Answers based on the SharePoint Knowledge DB(files uploaded to SharePoint) and deploy the copilot to MS Teams and a SharePoint site.

Deploying custom copilot to MS Teams and SharePoint require an authentication enabled. Lets create an Azure Service Principal(Client Id and Secret) required to enable Manual Authentication as deploying to SharePoint requires Manual Authentication.

Create App Registration for Authentication:
Login to https://portal.azure.com -> Microsoft Entra ID -> Create New App Registration

  

Add delegated API permissions: openid, profile, Files.Read.All, Sites.Read.All from Microsoft Graph


Add a Scope from 'Expose an API' blade. This is required to publish the copilot to SharePoint site. You can ignore this step if you are publishing your copilot to MS Teams only.



Crete a client secret from 'Certificates & Secrets' and save the secret somewhere on your device securely. Client secret will not be visible again.


Create a SharePoint Site and Upload documents:
Now, Create a SharePoint site and upload few documents to the site. 

Create custom Copilot using Copilot Studio:
We now navigate to Copilot Studio - https://copilotstudio.microsoft.com and create a custom copilot 




Enable 'Boost Conversational coverage with generative answers' from Generative AI blade




Enable Manual Authentication from Settings -> Security -> Authentication and select service provider as 'Azure Active Directory v2' and enter client id, secret, Token exchange URL(required to host on SharePoint site) and add below scopes: profile openid Files.Read.All Sites.Read.All

Makes sure you add these scope otherwise Generative Answers will not be able to access SharePoint content via Graph API





Add SharePoint site as a source to 'create generative answers node': Go to Topics -> System tab -> Select Conversational boosting -> click Edit under Data Sources -> Enter SharePoint site URL with the documents uploaded and Save



Verify if the copilot is generating answers based on the uploaded data


Now lets publish the copilot to MS Teams

Go to Channels -> select Microsoft Teams and Turn on Teams. You should see below




Chat with Copilot in MS Teams:
Click on Open copilot. Custom copilot should now be opened in MS Teams and lets start asking questions based on the content in SharePoint



In, Part 2 we will see how to publish the same custom copilot to SharePoint site as a canvas component.

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