Embed Copilot Agent to D365 CRM and Power Apps

Question

Dear Microsoft Team,

I created my Copilot Agent and also want to know how to i embed my copilot studio agent in MS D365 CRM and Microsoft Power Apps.

Thanks in Advance

Regards,

Karthikeyan R

Answer

Hi

To embed your Copilot Studio agent in Microsoft Dynamics 365 CRM and Power Apps, you'll need to follow these steps:

For Dynamics 365 CRM:

Enable Dynamics 365 channel in Copilot Studio:

Go to your Copilot Studio portal

Navigate to "Channels" in the left menu

Select "Dynamics 365"

Complete the configuration by following the wizard

Add to D365 environment:

- In Dynamics 365, go to Settings > Administration

   - Select "Omnichannel Administration"

      - Configure the chat widget settings

         - Link to your Copilot Studio bot

            - Set up routing rules and agent assignments as needed

For Power Apps:

Use the Power Virtual Agents component:

Open your Power App in edit mode

From the Insert panel, select "AI" category

Add "Copilot Studio bot" component to your canvas

In the properties panel, configure the bot ID and necessary parameters

Alternative method using iframe:

- Get the web chat embed code from Copilot Studio (Channels > Web)

   - Add an iframe or HTML control to your Power App

      - Insert the embed code into the HTML property

      **Configure properties**:

         - Set appropriate height/width

            - Configure any trigger actions or context variables you want to pass

For both platforms, you'll want to test thoroughly and ensure proper authentication flows if your bot requires user identity.

Would you like more specific details about either of these implementation approaches?To embed your Copilot Studio agent in Microsoft Dynamics 365 CRM and Power Apps, you'll need to follow these steps: