Enable agent authentication for plugins

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Customer Service. For the latest release plans, go to Release plans for Dynamics 365, Power Platform, and Copilot.

Enabled for Public preview General availability
Users by admins, makers, or analysts Oct 30, 2024 -

Business value

Customer Service agents use connector plugins to get information from external data sources. This process needs either administrator-level authentication or agent-level authentication. Currently, the system supports only administrator-level authentication for connector plugins. When you add support for agent-level authentication, organizations get more flexibility to manage authentication at the agent level or administrator level. With agent-level authentication, only agents who have access to external data sources can access data through connector plugins. This permission level removes the risk that an administrator's credentials become stale and make connector plugins inaccessible to agents.

Feature details

In the Customer Service admin center, administrators can turn connector plugins on or off. Copilot in Dynamics 365 Customer Service uses these plugins. With a plugin wizard, administrators can set up authentication for administrators only or for agents.

When you set up agent authentication, your organization gets more flexibility. You can manage authentication for both administrators and agents.

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

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Language availability

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Enable plugins for generative AI (preview) (docs)