Connect Workshop to Microsoft 365 Copilot

You will learn

• What you need before you start
• How to add Workshop as a custom connector in the Microsoft 365 admin center
• What to enter in each connector field
• How to authenticate the connection with Workshop
• How each person connects Workshop in Copilot

Before you begin

You'll need:

• Admin access to the Microsoft 365 admin center
• A Microsoft 365 Copilot premium license
• A Workshop account

The admin sets up the connector once for the whole organization. After that, each person connects Workshop in their own Copilot settings.

Add the Workshop connector

1. Go to https://admin.cloud.microsoft and sign in.
2. In the left menu, go to Copilot > Connectors.
3. On the Gallery tab, scroll to Created by your org. You can also pick Created by your org under Categories.
4. On the Create a new connector card, click Add.
5. The Custom connector panel opens. Under Select type, find Connect to MCP server and click Add.

Enter the connector details

Fill in each field on the Connect to MCP server form:

Authenticate the connection

1. After you paste the Reference ID, click Authorize.

   

2. A new tab opens on the Connect to Workshop page. It lists what Copilot will be able to do:
   • Ask questions about your company's Workshop data, answered by Cici
   • Create email drafts in your Workshop account with Cici. Cici can't send or publish them.

3. Click Approve access.

   

4. Go back to the admin center tab. You'll see a green check mark next to the Reference ID.

   

5. Check the Notice box to accept the Microsoft 365 Copilot connector terms.
6. Click Create.
7. On the Success page, look for check marks next to Created connection and Linking data source. Then click Done.

Note: If the Workshop tab doesn't open when you click Authorize, your browser may be blocking pop-ups. Allow pop-ups for admin.cloud.microsoft and try again.

Connect Workshop in Copilot

Each person does this once in their own Copilot account.

1. Go to https://copilot.cloud.microsoft/chat.

2. In the bottom-left corner, click the gear icon (Settings and more) next to your name to open Chat settings.

   

3. Select Sources.

4. Under Browse sources, search for Workshop.

   

5. Click Connect next to Workshop.

6. In the Connect Workshop window, click Continue to Workshop.

   

7. On the Connect to Workshop page, click Approve access.

   

8. A message confirms that Workshop is now connected.

Tip: Try it out by asking Copilot something like "What were the results of our last campaign in Workshop?" or "Start an email draft in Workshop about next week's all-hands."