I want to connect my outlook to my microsoft 365 to a agent I built in copilot to organize my emails & prioritize them

Question

I want to connect my outlook to my Microsoft 365 to an agent I built in copilot to organize my emails & prioritize.

Answer 1

To connect your Outlook to the agent you built in Microsoft 365 Copilot for organizing and prioritizing your emails, you can utilize the capabilities of Microsoft 365 Copilot. By integrating your Outlook emails as a knowledge source, your agent can access and utilize the information from your emails to help with organization and prioritization tasks.

To add your Outlook emails as a knowledge source, follow these steps:

1. Go to the Configure tab in your agent settings.
2. In the Knowledge section, select the search bar and choose My emails.

Keep in mind that when you add email knowledge, the agent will use all emails in your mailbox, and this capability is only available to users with a Microsoft 365 Copilot add-on license. Additionally, users you share the agent with will not have access to your email as knowledge.

This setup will enable your agent to assist you in organizing and prioritizing your emails effectively.

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References:

• Add knowledge sources to your declarative agent in Microsoft 365 Copilot
• Agents for Microsoft 365 Copilot

Answer 2

Dear DawnKeeney-1222

Now connecting Outlook or Microsoft 365 mail data to a Copilot agent depends on whether the agent is built using the Copilot Studio platform and whether you’ve configured the correct Microsoft Graph permissions. To enable your agent to read, categorize, or prioritize emails, you’ll need to grant it the appropriate Graph API access such as Mail.Read, Mail.ReadWrite, or MailboxSettings.Read, depending on your use case.

Once the permissions are applied, make sure the agent is published and that organizational consent has been approved in Azure Entra ID. Then you can test the connection directly from Copilot Studio to ensure it can successfully pull your mailbox data. If you’re using Outlook desktop or Outlook on the web, no additional local configuration is required the integration happens entirely through Microsoft 365 cloud services.

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