Deploy a custom copilot to SharePoint, with a seamless single sign-on experience
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Microsoft Copilot Studio
19. Feb 2024 22:28

Deploy a custom copilot to SharePoint, with a seamless single sign-on experience

von HubSite 365 über Microsoft

Software Development Redmond, Washington

Citizen DeveloperMicrosoft Copilot StudioSharePoint OnlineLearning Selection

Seamlessly deploy custom copilots in SharePoint for an enhanced employee experience with single sign-on

Key insights

 

 

 

  • Seamless Integration of Copilots in SharePoint: Organizations can now enhance their SharePoint sites with custom copilots, offering a single sign-on experience for users. This development facilitates easier access to organizational information and collaboration, contributing to streamlined employee interactions.

  • Generative AI Capabilities: Microsoft's introduction of Generative AI features in Copilot Studio in 2023 has revolutionized bot development. It enables the creation of copilots capable of answering questions based on information from SharePoint, OneDrive, and other sources, making it simpler to deploy conversational AI experiences for employees.

  • Enhanced Employee Experience: Deploying copilots on SharePoint sites can significantly benefit use cases such as providing HR information. An embedded copilot can answer employee inquiries by referencing pertinent documents and policies, thereby improving the overall employee experience.

  • Streamlined Deployment Process: The new code sample includes a SharePoint Framework Extension (SPFx) component, allowing for easy integration of copilots into SharePoint sites. This component handles token acquisition and exchange, enabling the copilot to access protected data sources on behalf of the user, without the need for additional logins.

  • Guided Setup and Deployment: Despite the complexity of deploying a custom copilot with SSO support, the provided code sample comes with a comprehensive guide. It outlines steps from app registration to deploying the SPFx component on SharePoint sites, simplifying the process for developers.

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Extending SharePoint with AI: A Leap into the Future

The integration of AI-powered copilots into SharePoint signifies a significant advancement in how organizations manage and disseminate information. By allowing for a seamless single sign-on experience, organizations can now provide a more engaging and interactive platform for their employees. This not only streamlines the process of accessing and interacting with corporate information but also paves the way for more personalized and instantaneous responses to employee inquiries. The ability to embed such copilots directly into SharePoint sites, where much of an organization's critical information is stored, represents a move towards more efficient, AI-driven workplaces. The ease of deployment, coupled with the sophisticated capabilities of Generative AI, means organizations can now more effectively utilize their SharePoint ecosystems. This technological progression underscores the ongoing evolution of digital workplaces, making them more adaptive, intuitive, and aligned with the needs of the modern workforce. Thus, the introduction of custom copilots into SharePoint is not just a feature update; it's a forward leap into the future of work.

 

Deploy a custom copilot to SharePoint, providing users with a seamless single sign-on (SSO) experience. The addition to the Copilot Studio Samples repository shows how to add a custom copilot to a SharePoint site easily. Many organizations utilize SharePoint for their employee websites, enhancing interactions within the organization.

SharePoint is the backbone for content management in various Microsoft 365 services, including Teams. In 2023, Microsoft introduced Generative AI features in Copilot Studio, revolutionizing bot development. This allows the creation of copilots capable of answering questions by sourcing information from places like SharePoint and OneDrive.

Using Generative Answers in Copilot Studio, it's now simpler to develop conversational AI experiences for employees. These experiences can address topics such as personal time-off and company policies. Copilots can also be published to multiple platforms, including Microsoft Teams.

For specific scenarios, deploying copilots directly on SharePoint Online sites offers a more integrated conversational experience. Imagine a SharePoint Online site for HR, with an embedded copilot guiding employees through HR policies. The new code sample makes this possible by wrapping Copilot Studio creations and integrating them into SharePoint Online as a widget, supporting SSO.

The new code sample utilizes the SharePoint Framework Extension (SPFx) to encapsulate copilots. Once a user signs in to a SharePoint Online site with their credentials, the SPFx component ensures seamless interaction with the copilot. This process allows the copilot to pull data from secured sources, enhancing the user experience.

 

 

SharePoint Online - Seamless SharePoint Custom Copilot Deployment with SSO

 

 

People also ask

"How do I install Copilot in Office 365?"

To integrate Copilot into Office 365, begin by downloading the app either from the Microsoft 365 app store or directly from the Microsoft Copilot website. After the download, use your Microsoft 365 credentials to log in. Proceed by accessing the settings menu to activate Copilot. Once enabled, Copilot becomes accessible in any compatible Microsoft software, such as Word, PowerPoint, or Excel, appearing as a panel on the right side of your screen.

"How do I enable Copilot in MS teams?"

Activating Copilot within MS Teams can be accomplished directly in a Teams chat.

"How do I deploy an app in SharePoint online?"

The deployment of custom apps in SharePoint Online is facilitated by adding such apps to your site.

"Is Microsoft Copilot available in Canada?"

Indeed, Copilot Pro is available in various global markets including Austria, Australia, Brazil, Canada, Switzerland, Germany, Spain, France, the United Kingdom, India, Italy, Japan, Mexico, New Zealand, and the United States. Plans are underway to extend its availability to additional markets in the near future.

 

Keywords

Deploy custom copilot SharePoint seamless single sign-on experience integration guide tutorial how-to SSO AI-driven optimization strategies automated assistant