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title: Adding a Scanner for Microsoft Azure Copilot
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locale: en-us
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product: Exchange
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# Adding a Scanner for Microsoft Azure Copilot

> For the full documentation index, see: https://docs.mulesoft.com/llms.txt

Add a scanner to discover, import, and sync agents from Microsoft Azure Copilot into Exchange. Then
you can govern the agents and consume them in other applications.

## Before You Begin

This setup requires specific configurations and access privileges in Microsoft Copilot Studio and
Power Platform so the scanner can access and list agents.

- Prerequisites

  - An App Registration must be completed in the Azure Portal to generate necessary credentials.

- Required Configuration Values:

  - Power Platform tenant ID

  - Power Platform client ID (Application ID)

  - Power Platform client secret

- Required Permissions and Roles:

  Add the registered application as an Application User in Power Platform admin center and assign it
  the Copilot Studio Scanner Role security role.

- Required Scope:

  Set the scope to Dataverse Environment URL,
  `[https://<org-Id>.crm.dynamics.com](https://\<org-Id\>.crm.dynamics.com)`.

## High-level Steps to Configure Microsoft Copilot Studio

To configure Microsoft Copilot Studio before you add a scanner, review these high-level steps. For
details, see the
[Microsoft Copilot Studio documentation](https://learn.microsoft.com/en-us/microsoft-copilot-studio/).

1.  Create an app registration:

    1.  Create a new app registration, select the account types, and register the application.

    2.  Create client secrets and copy the values.

    3.  Record these configuration values from the registered application. These values are required
        when adding a scanner in Exchange:

        - Client ID (Application ID)

        - Client Secret

        - Tenant ID (Directory ID)

2.  Configure permissions:

    1.  In Power Platform, go to **Environments** and select the environment.

    2.  Create a custom security role with read-only permission to the `bot` and `botcomponents`
        tables:

        1.  Go to **Security roles** and add a new role.

        2.  Add or select these values in the **Create New Role** panel, and then save:

            <table><colgroup><col> <col></colgroup><thead><tr><th><strong>Field</strong></th><th><strong>Value</strong></th></tr></thead><tbody><tr><td><p><strong>Role Name</strong></p></td><td><p>Copilot Studio Scanner Role</p></td></tr><tr><td><p><strong>Business Unit</strong></p></td><td><p>Select the business unit.</p></td></tr><tr><td><p><strong>Description</strong></p></td><td><p>Read-only access to scan Copilot Studio agent metadata.</p></td></tr><tr><td><p><strong>Applies To</strong></p></td><td><p>Copilot Studio scanning and auditing.</p></td></tr><tr><td><p><strong>Summary of Core Table Privileges</strong></p></td><td><p>Read access to the <code>bot</code> and <code>botcomponents</code> tables.</p></td></tr></tbody></table>

        3.  From the Details page, enter `bot` to locate the Agent and Agent Component table
            records.

        4.  Select **Organization Access** from the **Read** column for both Agent and Agent
            Component, and then save.

    3.  In Power Platform admin center, create a new app user by selecting **Application users** and
        adding the app you created.

    4.  Select the **Business Unit** and edit the **Security Role** by selecting the **Copilot
        Studio Scanner Role** that you created.

3.  After you complete these steps, add the scanner in Exchange.

## Add a Scanner for Microsoft Copilot Studio

1.  Verify that you are in the business group where you want to add the scanner.

2.  From the sidebar in Exchange, click **Scanners**.

3.  Enter a name for the scanner.

4.  From **Scanner Run Configuration**, complete these fields or options:

    <table><colgroup><col> <col></colgroup><thead><tr><th><strong>Field/Option</strong></th><th><strong>Value</strong></th></tr></thead><tbody><tr><td><p><strong>Run Schedule</strong></p></td><td><p>Select a frequency and time.</p></td></tr><tr><td><p><strong>Sync Review</strong></p></td><td><p>Select <strong>Auto-resolve</strong>.</p></td></tr></tbody></table>

5.  From **Connection Configuration**, complete these fields:

    <table><colgroup><col> <col></colgroup><thead><tr><th><strong>Field</strong></th><th><strong>Value</strong></th></tr></thead><tbody><tr><td><p><strong>Agent Provider</strong></p></td><td><p>Select <strong>Microsoft Azure Copilot</strong>.</p></td></tr><tr><td><p><strong>Authentication Method</strong></p></td><td><p>Select an option.</p></td></tr><tr><td><p><strong>Tenant ID</strong></p></td><td><p>Enter the tenant ID.</p></td></tr><tr><td><p><strong>Client ID</strong></p></td><td><p>Enter the client ID.</p></td></tr><tr><td><p><strong>Client Secret</strong></p></td><td><p>Enter the client secret.</p></td></tr><tr><td><p><strong>Scope</strong></p></td><td><p>Enter the URL.</p></td></tr></tbody></table>

6.  Click **Test Connection**.

    If the connection fails, review the **Connection Configuration** settings. Update the settings,
    and then test the connection again.

7.  To send email notifications:

    1.  Select **Advanced Settings** and turn on **Send Email Notifications**.

    2.  Enter an email address.

8.  Click **Add Scanner**.

## See Also

- [Microsoft scanners](https://docs.mulesoft.com/exchange/microsoft-scanners)

- [Discovering and Cataloging External Assets with Scanners](https://docs.mulesoft.com/exchange/discovering-and-importing-external-agents)

- [Managing Scanners](https://docs.mulesoft.com/exchange/managing-scanners)
