Microsoft Copilot – Setup

Introduction

Microsoft Copilot is Microsoft’s AI Assistant.

This guide explains how to obtain authentication details from Microsoft Copilot and how to install a Microsoft Copilot Connector.

Setup & Authentication

Remote Setup in Microsoft Azure – performed by Cyclr Partner

Create an Azure Active Directory OAuth application

For more information, see the official documentation for creating an Azure Active Directory application.

To summarize the above documentation:

  1. Either log into your existing Azure account or register for a free Azure account.
  2. In your Microsoft Azure portal, go to Azure Active Directory > App Registrations > New application registration.
  3. Provide the following details:
    • Name: Your Application Name
    • Reply URLs: set this to your Cyclr Partner Console’s Callback URL.
    • Multi-tenanted: Yes
  4. Set the appropriate permissions.

Ensure the refresh token expiry time is over 30 days as the OAuth authentication refreshes automatically every 29 days.

Partner Setup in Cyclr Console

To set up the Microsoft Copilot connector in Cyclr, go to your Cyclr console:

  1. Go to Connector Library > Application Connectors.
  2. Use the search box to locate the Microsoft Copilot entry.
  3. Select the Pencil button.
  4. Select the Settings tab.
  5. Enter the following values:
PropertyDescription
Client IDThe Application ID from your Microsoft Azure portal.
Client SecretThe password from your Microsoft Azure portal.
  1. Select Save Changes.

Note: If you leave any values blank, Cyclr asks for the value when you install the connector into an account. This means you can use different settings for different accounts.

Cyclr Connector Installation

When installing a Microsoft Copilot Connector, the user will be taken to a Microsoft login page to sign in and give consent.