Relyence User Guide
Setting Up Microsoft Copilot in Relyence

Setting up Microsoft Copilot in Relyence

Microsoft Copilot integration allows Relyence to securely interact with Microsoft services through Microsoft Entra ID.

Configuration requires administrative setup within your Microsoft Entra tenant and the creation of application registrations used by the Relyence server and client.

Because this process involves multiple Microsoft configuration steps, the complete setup procedure is provided in a separate guide.

Prerequisites

Before setting up Copilot integration, ensure the following:

  • You have administrator access to Microsoft Entra ID
  • You can create App Registrations in your tenant
  • Your Relyence system administrator can access Microsoft Copilot Settings in Relyence

The setup process includes:

  • Obtaining your Microsoft Entra Tenant ID
  • Creating two App Registrations in Entra ID
  • Configuring API scopes and delegated Microsoft Graph permissions
  • Creating a client secret
  • Configuring the Copilot settings withing Relyence
  • Completing the initial user consent for Copilot access

Setup Guide

Detailed step-by-step instructions are provided in the following document:

Microsoft Copilot Integration Setup Guide

If you require assistance with setup, contact Relyence Support at support@relyence.com.