Create an AI connection for Copilot Studio (v2.3)

Create an AI connection for Copilot in AI Control Tower using the  AI Service Graph Connector for Microsoft (version 2.3).

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. Click Add.

3. Select AI connector for Microsoft from the available connectors.

4. Click Create connection.

5. Select the Microsoft Copilot check box.

6. Review setup instructions page displays.

   Note: Verify to follow all the prerequisite steps.

7. Select Continue.

8. Setup page appears

9. 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

10. 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

Click View all connections to view the newly created connection.

The AI connection for Copilot Studio is created and configured.