How to Use Microsoft Copilot with OnePlan (OnePlan Agent)

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Direct Answer: How to Use Microsoft Copilot with OnePlan (OnePlan Agent)

After your administrator publishes a OnePlan agent, open it in Microsoft 365 Copilot or Microsoft Teams and ask a question that needs OnePlan, such as “Show me 5 of my plans.” When the agent shows a sign-in card, select Sign in, sign in with your OnePlan account, choose your OnePlan group, and select Continue. The agent can only see and change what you can see and change in OnePlan.

Note: The OnePlan MCP Server is available in preview to approved customers. To request access, contact your Customer Success Manager.

Before You Begin: Using Microsoft Copilot with OnePlan (OnePlan Agent)

Before you begin, make sure:

  • Your administrator has published a OnePlan agent to Microsoft 365 Copilot or Microsoft Teams and shared it with you. If you don’t see it in your agent list, contact your administrator.
  • You can sign in to OnePlan with your usual account.
  • Pop-ups are allowed for your browser if you use Microsoft 365 Copilot on the web. Sign-in may open in a pop-up or a new tab.

Note: If your administrator connected OnePlan as a data source in Copilot chat instead of an agent, see How to Use Microsoft Copilot with OnePlan (Data Source).

Step-by-Step: Using Microsoft Copilot with OnePlan (OnePlan Agent)

Task: Open the OnePlan Agent and Sign In

Starting from Microsoft 365 Copilot or Microsoft Teams:

  1. Open the OnePlan agent your administrator shared with you.
    1. Go to Agents > More agents. Look in the Shared with you section, or search for OnePlan in the search bar. Select the OnePlan agent. locate-OnePlan-agent.png
    2. In the pop-up, click Add. add-custom-agent.png
  2. Open the agent. copilot-oneplan-agent-chat.png
  3. Ask a question that needs OnePlan, such as “Show me 5 of my plans.”
  4. When the agent shows a sign-in card, select Sign in.
  5. Sign in to OnePlan, including your organization’s single sign-on if it uses one.
  6. On the Authorize Access screen, select the OnePlan group you want to work in, then select Continue. If you belong to only one group, it’s already selected. ![[m365-copilot-oneplan-select-group.png]]

‼️Important: You only sign in the first time the agent needs OnePlan data.

Task: Check That the Connection Works

Starting from the OnePlan agent, try these prompts:

  • “Show me 5 of my plans.” — You should see a short list of your plans.
  • “What’s assigned to me in OnePlan this week?” — You should see your work items.

If you see your data, you’re connected.

Task: Approve Tool Actions

The agent may ask before it uses a OnePlan tool, especially one that makes changes. These prompts come from Microsoft Copilot, not OnePlan.

  • Read what the tool will do before allowing it.
  • For changes, ask for a preview first, then allow.
  • If you deny, nothing changes in OnePlan.

Why This Matters: Using Microsoft Copilot with OnePlan (OnePlan Agent)

Context: The Agent Works as You

Each person signs in with their own OnePlan account. The agent calls OnePlan on your behalf and can only see and change what you can see and change, so two people can get different answers to the same question.

Context: One Group at a Time

Your connection uses the OnePlan group you chose when you signed in.

Frequently Asked Questions: Using Microsoft Copilot with OnePlan (OnePlan Agent)

Q: Why don’t I see the OnePlan agent in Microsoft Copilot? A: In Microsoft 365 Copilot and Microsoft Teams, your administrator must publish the OnePlan agent and share it with you. Contact your administrator.

Q: Why doesn’t the OnePlan sign-in window open? A: In Microsoft Copilot, the OnePlan sign-in may open in a pop-up or new tab. Allow pop-ups for your browser and select Sign in again.

Q: What should I do if sign-in fails or access is denied? A: In Microsoft Copilot, check that you can sign in to OnePlan directly. If you can, ask your administrator to confirm that the agent’s app registration is set up in your OnePlan group. If you see a redirect or callback error, your administrator needs to check the callback URL on the app registration.

Q: Why do I see the wrong data or no data from OnePlan? A: In Microsoft Copilot, the agent uses the group you chose at sign-in and only sees what you can see in OnePlan. Check that you chose the right group.

What to Do Next: Using Microsoft Copilot with OnePlan (OnePlan Agent)

Get started with related tasks:

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