Deploy copilot to Microsoft Teams

Scenario

In this lab, you will:

  • Create copilot actions

What you will learn

  • How to deploy a copilot to Microsoft Teams

High-level lab steps

  • Publish
  • Deploy copilot to Microsoft Teams

Prerequisites

  • Must have completed Lab: Use Generative AI in Microsoft Copilot Studio

Detailed steps

Exercise 1 - Publish the copilot

Task 1.1 - Publish the latest content

  1. Navigate to the Microsoft Copilot Studio portal https://copilotstudio.microsoft.com and ensure you are in the appropriate environment.

  2. Select Copilots from the left navigation pane.

  3. Select the copilot you created in the earlier lab.

  4. Select Publish and select Publish again.

    Screenshot of the publish dialog.

    Note: Publishing can take a few minutes.

Exercise 2 - Channels

With your copilot published, you can make your copilot available to users in Teams. This way you, your teammates, and your broader organization can interact with it.

Task 2.1 - Microsoft Teams channel

  1. With your Copilot open in Microsoft Copilot Studio, select the Channels tab.

    Screenshot of the channels tab.

  2. Select the Microsoft Teams tile.

    Screenshot of the Teams dialog.

  3. Select Turn on Teams.

    Screenshot of the Teams channel dialog.

  4. Select Availability options.

    Screenshot of the Teams channel availability options.

  5. Selecy Copy link.

  6. Select Show to my teammates and shared users.

  7. Select your user.

  8. Select the back arrow in the top-left of the pane.

  9. Select Share.

Task 2.2 - Microsoft Teams

  1. Go to Microsoft Teams https://teams.microsoft.com in a new tab.

  2. Sign in to Teams if prompted.

  3. Select Teams in the left navigation.

  4. You will see a Team named Contoso with a General channel.

  5. Open a new tab and go to the URL link copied in the previous task.

  6. Select Cancel in the dialog box for This site is trying to open Microsoft Teams.

  7. Select Use the web app instead.

  8. Select Add.

    Screenshot of dialog to add the app to Teams.

  9. Test the Copilot.

    Screenshot of the copilot in Teams.