*See all the video podcasts in the Copilot Agents Solutions Series here!

In this podcast Microsoft’s Maria Kurian and Michael Gannotti showcase how organizations in Life Sciences can extend the capability of Microsoft 365 Copilot to be able to leverage Veeva Vault PromoMatts.

* A reminder: the PromoMats connector is currently in preview status. This means it is still under active development and testing, so encountering issues at this stage is expected.  Microsoft makes preview connectors available so users can test early versions, provide feedback, and help improve stability before general availability. Support for preview connectors is limited, and features or availability may change during this phase.

Resources:

• Connecting Copilot Agent to Veeva Vault PromoMats PDF (see bottom of post for link)
• Extend agent capabilities with Copilot connectors - Microsoft Copilot Studio | Microsoft Learn
• Build Microsoft Graph Connectors for Microsoft 365 Copilot | Microsoft Learn
• Add enterprise data as a knowledge source - Microsoft Copilot Studio | Microsoft Learn

Integrating with Veeva Vault PromoMats

Microsoft Copilot is a powerful AI-driven tool designed to enhance productivity across Microsoft 365 applications. By leveraging the capabilities of Microsoft 365 Graph Connectors, Copilot can be extended to integrate with third-party applications, thereby offering an elevated experience to its users. One such noteworthy integration is with Veeva Vault PromoMats.

What are Microsoft 365 Graph Connectors?

Microsoft 365 Graph Connectors enable organizations to connect external data sources to Microsoft 365, allowing users to harness and search this data within their familiar Microsoft applications. These connectors extend the reach of Microsoft 365, ensuring that data from various platforms can be accessed, managed, and utilized seamlessly.

Introduction to Veeva Vault PromoMats

Veeva Vault PromoMats is a comprehensive content management and compliance solution designed specifically for the life sciences industry. It helps organizations manage promotional materials and ensures that all content adheres to regulatory standards. By integrating Veeva Vault PromoMats with Microsoft Copilot, users can streamline their workflows, making content management more efficient and compliant.

Integration Benefits

Enhanced Data Accessibility

Through the integration of Veeva Vault PromoMats using Microsoft 365 Graph Connectors, users can access promotional material directly within their Microsoft 365 environment. This seamless experience eliminates the need to switch between multiple platforms, fostering a more efficient work environment.

Improved Compliance Management

Microsoft Copilot’s intelligent capabilities can assist in monitoring and ensuring that all promotional materials within Veeva Vault PromoMats adhere to industry regulations. This ensures that compliance checks are more robust and reliable, reducing the risk of non-compliance.

Streamlined Collaboration

Teams can collaborate more effectively by leveraging the integrated capabilities of Microsoft 365 and Veeva Vault PromoMats. Copilot can suggest content, highlight compliance issues, and provide insights, all within the familiar Microsoft 365 interface. This integration fosters a more collaborative and productive work atmosphere.

How Integration Works

Setting Up Microsoft 365 Graph Connectors

To begin the integration process, organizations need to set up Microsoft 365 Graph Connectors. These connectors can be configured to link Veeva Vault PromoMats with Microsoft 365 applications. The setup typically involves defining the connection parameters, ensuring secure authentication, and mapping data fields.

Configuring Copilot Agents

Once the connectors are in place, Copilot Agents can be configured to utilize the connected data. These agents can be tailored to specific tasks such as content retrieval, compliance checks, and workflow automation. The intelligent capabilities of Copilot ensure that these tasks are performed efficiently, leveraging the data from Veeva Vault PromoMats.

Using the Integration

Users can then access the integrated capabilities by simply using their Microsoft 365 applications. For instance, while working on a document in Word, Copilot can fetch relevant promotional material from Veeva Vault PromoMats, ensuring that the content is compliant and up-to-date. Similarly, in Outlook, Copilot can assist in drafting emails by suggesting relevant content from the integrated data source.

Conclusion

The integration of Microsoft Copilot with Veeva Vault PromoMats using Microsoft 365 Graph Connectors exemplifies the potential of extending AI capabilities. By enhancing data accessibility, improving compliance management, and streamlining collaboration, this integration makes workflows more efficient and productive. As organizations continue to leverage these integrated capabilities, they can expect better performance and compliance, ultimately leading to enhanced business outcomes.