From 178445f947f212cec9a0dbf2e3265761a3722891 Mon Sep 17 00:00:00 2001 From: Isaac Vargas Date: Wed, 28 Feb 2024 15:38:11 -0600 Subject: [PATCH 1/7] updates towards public preview release --- docs/includes/preview-disclaimer.md | 2 +- docs/prerequisites.md | 37 ++++++++++++++++------------- 2 files changed, 21 insertions(+), 18 deletions(-) diff --git a/docs/includes/preview-disclaimer.md b/docs/includes/preview-disclaimer.md index fdb8ac7..eb02544 100644 --- a/docs/includes/preview-disclaimer.md +++ b/docs/includes/preview-disclaimer.md @@ -6,4 +6,4 @@ ms.topic: include > [!IMPORTANT] -> Plugins for Microsoft Copilot for Microsoft 365 are in preview and only work in Microsoft 365 Chat in Microsoft Teams. During the preview, production tenants must [opt-in to enable plugins](../prerequisites.md#requirements-for-plugin-development). +> Plugins for Microsoft Copilot for Microsoft 365 are in public preview and only work in Microsoft 365 Chat in Microsoft Teams. The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps.md). diff --git a/docs/prerequisites.md b/docs/prerequisites.md index cb999b7..9c6aea4 100644 --- a/docs/prerequisites.md +++ b/docs/prerequisites.md @@ -1,6 +1,6 @@ --- title: Set up your development environment for Copilot for Microsoft 365 -description: Learn the prerequisites for extending Copilot for Microsoft 365 with plugins and connectors +description: Learn the prerequisites for extending Copilot for Microsoft 365 with plugins and connectors. author: maisarissi ms.author: maisarissi ms.topic: how-to @@ -9,26 +9,29 @@ ms.date: 1/17/2024 # Set up your development environment for Copilot for Microsoft 365 -Copilot for Microsoft 365 is [generally available](https://techcommunity.microsoft.com/t5/microsoft-365-copilot/microsoft-365-copilot-is-generally-available/ba-p/3969331), and extensibility for Copilot for Microsoft 365 is in public preview. [Copilot for Microsoft 365 is available to organizations](https://blogs.microsoft.com/blog/2024/01/15/bringing-the-full-power-of-copilot-to-more-people-and-businesses/) of all sizes. There is no minimum seat purchase, but there is a 12-month commitment after a one-month free trial. [Microsoft Copilot Pro](https://www.microsoft.com/store/b/copilotpro) (Copilot for individuals) does not currently support extensibility. +Copilot for Microsoft 365 is [generally available](https://techcommunity.microsoft.com/t5/microsoft-365-copilot/microsoft-365-copilot-is-generally-available/ba-p/3969331), and extensibility for Copilot for Microsoft 365 is in public preview. [Copilot for Microsoft 365 is available to organizations](https://blogs.microsoft.com/blog/2024/01/15/bringing-the-full-power-of-copilot-to-more-people-and-businesses/) of all sizes. There's no minimum license purchase, but there's a 12-month commitment after a one-month free trial. [Microsoft Copilot Pro](https://www.microsoft.com/store/b/copilotpro) (Copilot for individuals) doesn't currently support extensibility. -This topic summarizes the developer environment prerequisites and requirements to extend, enrich, and customize Copilot for Microsoft 365 for the unique way your customers work. +This article summarizes the developer environment prerequisites and requirements to extend, enrich, and customize Copilot for Microsoft 365 for the unique way your customers work. ## Prerequisites -Developers have two ways to obtain a developer environment for Copilot: (1) with a sandbox Microsoft 365 tenant with Copilot (available in limited preview through [TAP membership](#isv-partners-in-microsoft-365-developer-tap)), or (2) with an eligible Microsoft 365 or Office 365 production environment with a Copilot for Microsoft 365 license. +Developers have two ways to obtain a developer environment for Copilot: + +1. With a sandbox Microsoft 365 tenant with Copilot (available in limited preview through [Microsoft 365 Developer Technology Adoption Program (TAP) membership](#isv-partners-in-microsoft-365-developer-tap)). +2. With an eligible Microsoft 365 or Office 365 production environment with a Copilot for Microsoft 365 license. > [!NOTE] -> Copilot for Microsoft 365 is not publicly available with [Microsoft 365 Developer Program instant sandbox](https://developer.microsoft.com/microsoft-365/dev-program#Subscription) tenants for development and testing. Sandbox tenant availability is currently limited to ISV partners in the TAP. +> Copilot for Microsoft 365 is not publicly available with [Microsoft 365 Developer Program instant sandbox](https://developer.microsoft.com/microsoft-365/dev-program#Subscription) tenants for development and testing. Sandbox tenant availability is currently limited to Independent Software Vendor (ISV) partners in the TAP. -When developing with Copilot in production environments, be aware of potential admin-imposed limitations. For instance, administrators can block sideloading of custom apps or may not grant the necessary permissions required to build Graph connectors. Sandbox tenants provide an environment where you can develop solutions independent of your production environment and be your own administrator. +When developing with Copilot in production environments, be aware of potential admin-imposed limitations. For instance, administrators can block sideloading of custom apps or might not grant the necessary permissions required to build Graph connectors. Sandbox tenants provide an environment where you can develop solutions independent of your production environment and be your own administrator. ### ISV Partners in Microsoft 365 Developer TAP -We recommend that our ISV partners who build multi-tenant solutions acquire a new sandbox Microsoft 365 tenant with Copilot. ISVs that want to do this must be a member of the [Microsoft 365 Developer Technology Adoption Program (TAP)](https://aka.ms/m365devtap). +We recommend that our ISV partners who build multi-tenant solutions acquire a new sandbox Microsoft 365 tenant with Copilot. Interested ISVs must be members of the [Microsoft 365 Developer Technology Adoption Program (TAP)](https://aka.ms/m365devtap). ### Customers with existing Microsoft 365 and Copilot licenses -It is also possible to develop Copilot integrations by working directly in a Microsoft 365 production environment with Copilot licensing. These include: +It's also possible to develop Copilot integrations by working directly in a Microsoft 365 production environment with Copilot licensing. These environments include: - [Microsoft 365 E5 and E3](https://www.microsoft.com//microsoft-365/enterprise/microsoft365-plans-and-pricing) - [Office 365 E5 and E3](https://www.microsoft.com/microsoft-365/enterprise/office365-plans-and-pricing) @@ -44,24 +47,24 @@ To learn more and choose the best extensibility path for you and your customer, ### Requirements for Microsoft Graph connector development -- A search administrator or global administrator must register an application and grant admin consent for the required Microsoft Graph permissions. As a developer working in production, this might not be an option. Any deployed Graph connector will be tenant-wide accessible unless the external items security is locked down. -- Indexing content with your connector is subject to the available index quota in the tenant. Standard Microsoft 365 Developer Tenant and M365 Copilot Developer tenant comes with quota to let developers start building connectors without any cost. To learn more, see [Microsoft Graph connectors license](/microsoftsearch/licensing). +- A search administrator or global administrator must register an application and grant admin consent for the required Microsoft Graph permissions. As a developer working in production, this might not be an option. Any deployed Graph connector is tenant-wide accessible unless the external items security is locked down. +- Indexing content with your connector is subject to the available index quota in the tenant. Standard Microsoft 365 Developer Tenant and Microsoft 365 Copilot Developer tenant comes with quota to let developers start building connectors without any cost. To learn more, see [Microsoft Graph connectors license](/microsoftsearch/licensing). ### Requirements for plugin development -During the public preview of plugins, customers who are licensed for Copilot in **production** will need an administrator to enable their tenant for the preview by submitting a support ticket using the sentence "enable plugins for Copilot for Microsoft 365" within the ticket, or making a request to their Microsoft Customer Success Account Manager. +During the public preview, customers with a Copilot license can extend Copilot and build plugins. For the requisites to create conversational and AI plugins with Copilot Studio see: [Create and configure copilot plugins with Copilot Studio](/power-virtual-agents/copilot-plugins-overview.md#prerequisites). #### Requirements for Teams message extension development -As a developer, you'll need the ability to [sideload custom apps](/microsoftteams/platform/concepts/deploy-and-publish/apps-upload) in order to install, test and debug message extension apps and plugins directly in the Teams environment without having to publish to your organization. An administrator must [enable custom app uploading](/microsoftteams/teams-custom-app-policies-and-settings#allow-users-to-upload-custom-apps) in your Microsoft 365 tenant (sandbox or production). +As a developer, you need the ability to [sideload custom apps](/microsoftteams/platform/concepts/deploy-and-publish/apps-upload) in order to install, test, and debug message extension apps and plugins directly in the Teams environment without having to publish to your organization. An administrator must [enable custom app uploading](/microsoftteams/teams-custom-app-policies-and-settings#allow-users-to-upload-custom-apps) in your Microsoft 365 tenant (sandbox or production). ### Enabling developer mode -You can use *developer mode* for M365 Chat while testing your plugin to verify if and how the orchestrator selected your plugin for use in response to a given prompt. From *M365 Chat*, you can enable developer mode by typing `-developer on` (or `off` to disable). +You can use *developer mode* for **M365 Chat** while testing your plugin to verify if and how the orchestrator selected your plugin for use in response to a given prompt. From *M365 Chat*, you can enable developer mode by typing `-developer on` (or `off` to disable). :::image type="content" source="./assets/images/developer-mode-on.png" alt-text="Screenshot of `M365 Chat` session where user has typed `-developer on` to successfully enable developer mode"::: -Developer mode is only available within M365 Chat (Copilot for Microsoft 365) experiences and does not surface in Microsoft Copilot (Copilot with Bing) chat. For more info, see [Debugging plugin selection](orchestrator.md#debugging-plugin-selection). +Developer mode is only available within **M365 Chat** (Copilot for Microsoft 365) experiences and doesn't surface in Microsoft Copilot (Copilot with Bing) chat. For more info, see [Debugging plugin selection](orchestrator.md#debugging-plugin-selection). ## Security and privacy @@ -80,13 +83,13 @@ Yes. If you have a Microsoft 365 Business Standard or Business Premium license, #### Can I use my Microsoft 365 Developer Program instant sandbox tenant to develop with Microsoft Copilot for Microsoft 365? -No. Microsoft 365 Developer Program sandbox tenant does not support commerce and therefore you cannot purchase Copilot for Microsoft 365 for it. +No. Microsoft 365 Developer Program sandbox tenant doesn't support commerce and therefore you can't purchase Copilot for Microsoft 365 for it. #### Can ISV sandbox tenants with Copilot be renewed once the licenses expire? -Yes. If you continue to qualify for the ISV sandbox tenant (Microsoft 365 E5 Developer SKU V2), your development environment will auto-renew. +Yes. If you continue to qualify for the ISV sandbox tenant (Microsoft 365 E5 Developer SKU V2), your development environment auto-renews. #### I'm not an ISV and I don't have a Microsoft Copilot license. Can I develop for Copilot for Microsoft 365? -Not at this time. There is currently no timeline for broader availability of sandbox tenants. +Not at this time. There's currently no timeline for broader availability of sandbox tenants. From 80114c6935bd31bbac66c57465a2d142806a46e1 Mon Sep 17 00:00:00 2001 From: Isaac Vargas Date: Wed, 28 Feb 2024 15:43:05 -0600 Subject: [PATCH 2/7] edits --- docs/prerequisites.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/prerequisites.md b/docs/prerequisites.md index 9c6aea4..1dbf6d7 100644 --- a/docs/prerequisites.md +++ b/docs/prerequisites.md @@ -52,7 +52,7 @@ To learn more and choose the best extensibility path for you and your customer, ### Requirements for plugin development -During the public preview, customers with a Copilot license can extend Copilot and build plugins. For the requisites to create conversational and AI plugins with Copilot Studio see: [Create and configure copilot plugins with Copilot Studio](/power-virtual-agents/copilot-plugins-overview.md#prerequisites). +During the public preview, customers with a Copilot license can extend Copilot and build plugins. For the requisites to create conversational and AI plugins with Copilot Studio see: [Create and configure copilot plugins with Copilot Studio](/power-virtual-agents/copilot-plugins-overview#prerequisites). #### Requirements for Teams message extension development From ef16f9fb8c303a82f5615c9d5e4154fd6366619b Mon Sep 17 00:00:00 2001 From: Isaac Vargas Date: Wed, 28 Feb 2024 15:50:32 -0600 Subject: [PATCH 3/7] edits links --- docs/includes/preview-disclaimer.md | 2 +- docs/prerequisites.md | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/includes/preview-disclaimer.md b/docs/includes/preview-disclaimer.md index eb02544..2f2b1b5 100644 --- a/docs/includes/preview-disclaimer.md +++ b/docs/includes/preview-disclaimer.md @@ -6,4 +6,4 @@ ms.topic: include > [!IMPORTANT] -> Plugins for Microsoft Copilot for Microsoft 365 are in public preview and only work in Microsoft 365 Chat in Microsoft Teams. The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps.md). +> Plugins for Microsoft Copilot for Microsoft 365 are in public preview and only work in Microsoft 365 Chat in Microsoft Teams. The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365-docs/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps.md). diff --git a/docs/prerequisites.md b/docs/prerequisites.md index 1dbf6d7..1c28429 100644 --- a/docs/prerequisites.md +++ b/docs/prerequisites.md @@ -52,7 +52,7 @@ To learn more and choose the best extensibility path for you and your customer, ### Requirements for plugin development -During the public preview, customers with a Copilot license can extend Copilot and build plugins. For the requisites to create conversational and AI plugins with Copilot Studio see: [Create and configure copilot plugins with Copilot Studio](/power-virtual-agents/copilot-plugins-overview#prerequisites). +During the public preview, customers with a Copilot license can extend Copilot and build plugins. For the requisites to create conversational and AI plugins with Copilot Studio see: [Create and configure copilot plugins with Copilot Studio](/microsoft-copilot-studio/copilot-plugins-overview#prerequisites). #### Requirements for Teams message extension development From 931788d579f272cde5eb3ea33166c06063cd79b5 Mon Sep 17 00:00:00 2001 From: Isaac Vargas Date: Thu, 29 Feb 2024 11:55:06 -0600 Subject: [PATCH 4/7] list --- docs/includes/preview-disclaimer.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/docs/includes/preview-disclaimer.md b/docs/includes/preview-disclaimer.md index 2f2b1b5..e0e5074 100644 --- a/docs/includes/preview-disclaimer.md +++ b/docs/includes/preview-disclaimer.md @@ -6,4 +6,6 @@ ms.topic: include > [!IMPORTANT] -> Plugins for Microsoft Copilot for Microsoft 365 are in public preview and only work in Microsoft 365 Chat in Microsoft Teams. The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365-docs/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps.md). +> +> - Plugins for Microsoft Copilot for Microsoft 365 are in public preview and only work in Microsoft 365 Chat in Microsoft Teams. +> - The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365-docs/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps.md). From 2843353d3139de2578d2c153b7074537434d0957 Mon Sep 17 00:00:00 2001 From: Isaac Vargas Date: Thu, 29 Feb 2024 11:57:40 -0600 Subject: [PATCH 5/7] link --- docs/includes/preview-disclaimer.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/includes/preview-disclaimer.md b/docs/includes/preview-disclaimer.md index e0e5074..c9862b8 100644 --- a/docs/includes/preview-disclaimer.md +++ b/docs/includes/preview-disclaimer.md @@ -8,4 +8,4 @@ ms.topic: include > [!IMPORTANT] > > - Plugins for Microsoft Copilot for Microsoft 365 are in public preview and only work in Microsoft 365 Chat in Microsoft Teams. -> - The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365-docs/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps.md). +> - The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365-docs/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps). From 93db09530bb8b29d97b448777443b3a668305355 Mon Sep 17 00:00:00 2001 From: Isaac Vargas Date: Thu, 29 Feb 2024 11:59:51 -0600 Subject: [PATCH 6/7] lnk --- docs/includes/preview-disclaimer.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/includes/preview-disclaimer.md b/docs/includes/preview-disclaimer.md index c9862b8..35d9c9d 100644 --- a/docs/includes/preview-disclaimer.md +++ b/docs/includes/preview-disclaimer.md @@ -8,4 +8,4 @@ ms.topic: include > [!IMPORTANT] > > - Plugins for Microsoft Copilot for Microsoft 365 are in public preview and only work in Microsoft 365 Chat in Microsoft Teams. -> - The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365-docs/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps). +> - The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. Admins can disable this functionality on a user and group basis and control how individual plugins are approved for use, and which plugins are enabled. For details see: [Manage Plugins for Copilot in Integrated Apps](/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps). From 58e3f3045d605fc3b93491d89bf6a214c2e90383 Mon Sep 17 00:00:00 2001 From: Tapan Maniar <48696796+tapanm-MSFT@users.noreply.github.com> Date: Fri, 1 Mar 2024 08:46:08 -0800 Subject: [PATCH 7/7] Adding Twilio --- docs/overview-business-applications.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/overview-business-applications.md b/docs/overview-business-applications.md index bb8a1c8..313cf00 100644 --- a/docs/overview-business-applications.md +++ b/docs/overview-business-applications.md @@ -36,6 +36,7 @@ Plugins for Microsoft Copilot in Power Platform leverage Dynamics 365 apps and P - MSN Weather - SalesForce - ServiceNow + - Twilio - Zendesk - Plugins for Microsoft Power Automate flows - List my tasks from To Do and Planner