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2BitSalute's avatar
2BitSalute
Copper Contributor
Dec 29, 2024

How do I use my action in M365 Copilot?

I created a flow action in Copilot for Microsoft 365.

Where should this action be available?

I don't see any evidence of it in Teams/Copilot.

 

The documentation (Copilot connectors and actions overview (preview) - Microsoft Copilot Studio | Microsoft Learn) does not specify what the experience should be like, so I don't know where to even look for it, now that I've tested the action and it's showing up as "Ready" in Copilot Studio.

  • JoannaVa's avatar
    JoannaVa
    Brass Contributor

    In order to check Integration Settings for Teams, navigate to Teams Admin Center:

    • Go to the Teams Admin Center.
    • Navigate to Teams appsManage apps to see all the apps available for integration.
    • You can also go to Teams appsPermission policies to manage app permissions and settings.

     

     

     

  • JoannaVa's avatar
    JoannaVa
    Brass Contributor

    Hello Tatiana,

    No the answer is not generated by AI, I just like to write in structure (old habits ๐Ÿ˜)

    Sign in to Copilot Studio --> Agents https://copilotstudio.microsoft.com

     

     

     

    Navigate to Actions --> Automate Flows --> Configure Connections.
    Verify that the required connections for the flow are listed.
    If not, add the connections manually. Save and republish the agent.

    Regards,
    Joanna

     

     

     

  • JoannaVa's avatar
    JoannaVa
    Brass Contributor

    Happy New Year 2BitSalute,

    Base on your description as your flow action appears as "Ready" in Copilot Studio but isn't visible in Teams, PowerPoint, or other M365 applications, here are a few troubleshooting steps you can try:

    1. Verify Permissions: Ensure that the necessary permissions are granted for the flow action to be accessible in the desired applications.
    2. Check Integration Settings: Confirm that the integration settings for Copilot in Teams, PowerPoint, or other applications are correctly configured to recognize the flow action.
    3. Refresh the Application: Sometimes, a simple refresh or restart of the application can help in recognizing new actions.
    4. Review Flow Configuration: Double-check the configuration of your flow action in Copilot Studio to ensure all required fields and settings are correctly filled out.
    5. Test the Flow: Make sure the flow has been tested successfully. Only tested flows will show up as available actions in Microsoft Copilot
    6. Update Copilot: Ensure that you are using the latest version of Copilot and the respective M365 applications.

    To check permissions for flow actions in M365 Copilot, follow these steps:

    1. Open Copilot Studio: Sign in to Copilot Studio.
    2. Navigate to Agents: Select "Agents" from the side navigation pane.
    3. Select Your Agent: Choose the agent you extended with the flow action.
    4. Go to Actions: Click on the "Actions" page of the selected agent.
    5. Check Permissions: Look for the specific flow action and review its permissions settings. Ensure that the necessary permissions are granted for the flow action to be accessible in the desired applications

    If you need to adjust permissions, you can do so within the flow action settings. Make sure that the flow action has the appropriate access rights to interact with the required services and applications.

    Hope this helps๐Ÿ™‚

     

    • CCCP's avatar
      CCCP
      Copper Contributor


      I cannot see the actions available for the agent for Copilot for M365 neither, even the status is ready and the total number of the actions is correct. ๐Ÿ˜ซ

       

    • TatianaRacheva's avatar
      TatianaRacheva
      Icon for Microsoft rankMicrosoft

      No, it doesn't help. As I've already stated, I have tested the flow.

      Pardon my suspicion - is this answer generated by AI?

      Could you explain how to do step 2, checking integration settings in Teams?

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