共用方式為

Enable agent authentication for plugins

  • 發行項
Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Oct 30, 2024 - -

Business value

Customer Service agents use connector plugins to retrieve information from external data sources, which requires administrator-level authentication or agent-level authentication. Currently, only administrator-level authentication for connector plugins is supported. Adding support for agent-level authentication gives organizations the flexibility to manage authentication at either the agent or administrator level. By enabling agent-level authentication, only the agents who have access to the external data sources can access the data through connector plugins. This permission level also removes the risk of an administrator's credentials becoming stale, which then makes the connector plugins inaccessible to the agents.

Feature details

In the Customer Service admin center, administrators can enable or disable connector plugins as desired. These plugins are used by Copilot in Dynamics 365 Customer Service. Using a plugin wizard, administrators can set up authentication for either administrators only or agents.

This ability to set up agent authentication provides flexibility for organizations to be able to manage authentication at either the administrator or agent level.

Setup screen that shows where administrators can enable authentication for agents.

Screenshot of the agent prompt to authenticate in Copilot for Customer Service.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea