Issue Connecting AI Agent Created in Copilot Studio with Excel Copilot

Rahul Yadav 20 Reputation points
2025-01-27T08:47:04.1133333+00:00

I am experiencing an issue while trying to connect my AI agent, which was created in Copilot Studio, with Excel Copilot. Despite following the recommended steps for API integration, I am unable to establish a successful connection between the two. I have ensured that my AI agent's API is functional and have used the Microsoft Graph API for integration. However, the connection does not seem to work as expected. I would appreciate any guidance or support to resolve this issue.

Microsoft 365
Microsoft 365
Formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line.
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  1. Ki-lianK-7341 845 Reputation points
    2025-01-27T08:53:04.6066667+00:00
    1. Verify API Endpoints and Authentication

    Ensure that the API endpoints and authentication methods are correctly configured. Double-check the API keys, tokens, and permissions required for the Microsoft Graph API.

    1. Check Copilot Connectors

    Make sure you have correctly set up the Copilot connectors in Copilot Studio. These connectors help integrate various data sources and APIs.

    1. Review Integration Steps

    Follow the detailed steps provided in the Microsoft documentation for integrating Copilot agents with Microsoft 365 Copilot. Ensure that all required configurations are in place.

    1. Debugging and Logs

    Check the logs for any error messages or issues during the connection process. This can provide insights into what might be going wrong.

    1. Permissions and Access

    Ensure that the necessary permissions are granted for the AI agent to access the required data and perform actions within Excel Copilot.

    1. Test with Simple Actions

    Start with simple actions to verify the connection. For example, try retrieving basic data or performing a simple task to ensure the integration is working.

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