How do I use my action in M365 Copilot?

Happy New Year 2BitSalute,

Base on your description as your flow action appears as "Ready" in Copilot Studio but isn't visible in Teams, PowerPoint, or other M365 applications, here are a few troubleshooting steps you can try:

1. Verify Permissions: Ensure that the necessary permissions are granted for the flow action to be accessible in the desired applications.
2. Check Integration Settings: Confirm that the integration settings for Copilot in Teams, PowerPoint, or other applications are correctly configured to recognize the flow action.
3. Refresh the Application: Sometimes, a simple refresh or restart of the application can help in recognizing new actions.
4. Review Flow Configuration: Double-check the configuration of your flow action in Copilot Studio to ensure all required fields and settings are correctly filled out.
5. Test the Flow: Make sure the flow has been tested successfully. Only tested flows will show up as available actions in Microsoft Copilot
6. Update Copilot: Ensure that you are using the latest version of Copilot and the respective M365 applications.

To check permissions for flow actions in M365 Copilot, follow these steps:

1. Open Copilot Studio: Sign in to Copilot Studio.
2. Navigate to Agents: Select "Agents" from the side navigation pane.
3. Select Your Agent: Choose the agent you extended with the flow action.
4. Go to Actions: Click on the "Actions" page of the selected agent.
5. Check Permissions: Look for the specific flow action and review its permissions settings. Ensure that the necessary permissions are granted for the flow action to be accessible in the desired applications

If you need to adjust permissions, you can do so within the flow action settings. Make sure that the flow action has the appropriate access rights to interact with the required services and applications.

Hope this helps🙂