u/EquivalentCod2264

Integrating COPILOT STUDIO BOT inside a web resource of a dashboard (D365 CRM)
▲ 3 r/Dynamics365+1 crossposts

Integrating COPILOT STUDIO BOT inside a web resource of a dashboard (D365 CRM)

Hi guys, I have this scenario to integrate the copilot studio bot inside a web resource of a D365 CRM app inside the dashboard object.

I have created 2 Azure app registrations (1 for bot and 1 for the html web resource) - I'm not sure this is right.

I have set up a manual authentication (not sure if it's right or we can use Microsoft authentication)

My requirement is to enable the SSO and run the bot connected to the dataverse knowledge source and it should not ask for login because the user is already logged into the D365 CRM.

Please help me with these guys, I need to cook something by tomorrow 😭🙏

EDIT: I have done this by making the authentication to Microsoft Authentication and I ditched the canvas app registration. I followed the Mathew Devaney SSO vid (https://youtu.be/dUXE4FTx9Cw?si=IZS1m2kESSMxga1n).

Got the code from GitHub and added it into my web resource. The trick is to add your web resource link (you can get this from the solution) to add it as a redirect URI (SPA).

When the web resource loads inside an Iframe the script checks any logged MSAL accounts from browser local storage and keeps the SSO, else the login pop up will be used for sign in.

Thanks for the comments guys!

u/EquivalentCod2264 — 8 days ago