Connect Copilot

By connecting Copilot, you enable the chat mode via Microsoft 365 Copilot. This happens in two parts. First, a Microsoft 365 admin adds the connector once for the whole organization. After that, each user connects themselves. See How do you want to chat? for the difference with the other chat modes.

Requirements

• A Microsoft 365 environment with Microsoft 365 Copilot.
• To add the connector once: your organization owner in Power BI Agent and a Microsoft 365 admin with the Global Administrator or AI Administrator role.

Add the connector (once)

The owner and the Microsoft 365 admin do this together, once per organization.

1. The owner goes to Organization > Settings > Copilot in the portal and clicks Generate credentials.
2. The Microsoft 365 admin registers the OAuth connection in the Teams Developer Portal.
3. The Microsoft 365 admin adds the connector in the Microsoft 365 admin center and grants consent in Power BI Agent once.

All steps and the values you need are on the Copilot page in the organization settings, with copy buttons.

The connector is available to all users in your Microsoft 365 environment by default. The admin can restrict this afterwards in the connector settings under View details. Changes can take up to 15 minutes to take effect.

Connect (each user)

1. Go to the Copilot menu in the Power BI Agent portal. There you see whether the connector has been set up and which connections you have.
2. Open Microsoft 365 Copilot and go to Settings > Sources via the gear icon.
3. Choose Power BI Agent and click Connect.
4. Sign in with your Power BI Agent account and click Allow.

After connecting, you can ask questions about your Power BI data in Microsoft 365 Copilot Chat.

Disconnect

Go to the Copilot menu in the portal and click Disconnect next to the connection. Copilot then no longer has access to your Power BI data. To connect again later, repeat steps 2 to 4.

Note: pseudonymization

In this mode, fields set to pseudonymize in Masking are anonymized instead. Pseudonymization is only available in the portal chat mode. See How do you want to chat? for explanation.

Next step

Go to How do you want to chat? for an overview of the three chat modes.