Stop wasting hours jumping between Planner, SharePoint, and Teams just to find a single status update. In this video, we build a custom Copilot plugin from scratch that connects your project data for instant, accurate answers. You will learn how to turn scattered information into a single source of truth using the power of AI. 🚀

Managing projects in Microsoft 365 often means data is scattered across different tools like Planner tasks, SharePoint lists, and Teams channels. This tutorial walks you through the exact process of building a bridge between those silos. You will learn how to map specific API calls for Microsoft Graph and the SharePoint REST API, ensuring your data is retrieved efficiently without manual exports or messy spreadsheets.

We dive deep into creating a robust plugin manifest that acts as a translator between human language and raw data. You will see exactly how to define parameters so Copilot understands what a project ID or a milestone is. Security is a top priority, so we cover setting up Azure Active Directory, managing OAuth 2.0 tokens, and following the principle of least privilege to keep your organization data safe and compliant. 🔐

By the end of this guide, you will be able to deploy a plugin that transforms how your team handles reporting. No more digging through old Teams threads or complicated SharePoint lists. Just one question to Copilot, and you get the full picture instantly.

Chapters
0:00 Intro to Project Data Silos
2:15 Where Project Data Hides in M365
5:30 Mapping Microsoft Graph and SharePoint APIs
8:45 Writing the Plugin Manifest for Copilot
12:00 Securing Your Plugin with Azure AD
15:15 Deployment and Final Testing

If you found this guide helpful, make sure to subscribe for more tutorials on building custom AI tools for Microsoft 365. Let us know in the comments what you are building with Copilot next!

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