Create an AI connection for Copilot Studio (v3.0.0)

Create an AI connection for Copilot Studio in AI Control Tower using the  AI Service Graph Connector for Microsoft (version 3.0.0).

Copilot Studio prerequisites

Complete the following steps in your Power Platform environment before creating a Copilot connection.

Register an Application in Microsoft Entra ID

Register an application to obtain OAuth credentials for the connector.

To register the application:

• Follow the Microsoft Entra app registration quickstart to create application.
• Record the Client ID and Client Secret from the registration.

Grant application access to your Copilot environment

Configure the application as a user in your Copilot environment.

To configure application access:

1. Open the Power Platform admin Center.
2. Navigate to Environments and select your Copilot environment.
3. Go to Settings > Users + Permissions > Application users.
4. Select New App User and add your application using the Client ID from step 1.
5. Assign the following security roles to the application user:
   • Basic User
   • System administrator

If you don't want to create a System administrator role, you can create a Copilot Studio dataverse custom role. For custom role creation, see Create a Copilot Studio Dataverse custom role.

Note:

You can obtain the Environment ID from Settings > Session details > Environment ID in your environment.

Multi-Environment Support

You can discover agents from multiple Copilot environments using a single connection. To configure multi-environment discovery:

• Enter multiple environment IDs as comma-separated values in the Environment ID field (examples: env-id-1, env-id-2, env-id-3).
• The same OAuth credentials (Client ID and Client Secret) are used for all environments.
• Verify that the application user is configured in each environment with the required security roles.
• Each environment will be tested and discovered separately during the import process.

Before you begin

Role required: sn_ai_disc.discovery_admin and sn_cmdb_int_util.sgc_admin

Procedure

1. Navigate to Al Control Tower workspace > Configurations > AI connections.
2. Select AI connector for Microsoft from the available connectors and then select Create connection.
3. Select the Microsoft Copilot check box.
4. Review setup instructions page displays.
   Note:

   Verify to follow all the prerequisite steps.
5. Select Continue.
6. Setup page appears.
7. Enter the details on Configure and Test Copilot connection:
   1. Enter the Connection name.
   2. Enter the Environment URLs (example: https://org55f16a5d.crm.dynamics.com).
      Note:

      You can obtain the Environment URL from Settings > Session details > Instance URL in your environment.
   3. Enter the OAuth client ID.
   4. Enter the OAuth Client Secret.
   5. Enter the Tenant ID.
   6. Select Create and test connection.
   7. Select Continue.
8. Configure Copilot import schedule:
   1. Verify that both the parent-scheduled jobs, Discovery and Execution are active as they’re shipped base system inactive.
      Note:

      Ensure to execute the Discovery-scheduled job first.
   2. Set the run frequency.
      Note:

      This is an optional step as the schedule imports run according to the schedule.
   3. To run frequency by demand, select Execute now to run.
   4. Select Continue.
   5. Select View all connections to view the newly created connection.

Result

Select View all connections to review the connection details. The created connection appears in the Installed connections list.