Copilot Adoption Bot

Accelerate Microsoft 365 Copilot adoption with targeted, contextual guidance delivered directly in Microsoft Teams.

A Teams bot that sends beautifully designed adaptive cards with Copilot tips, prompt examples, and best practices to help your users get the most out of Microsoft 365 Copilot. Perfect for IT teams and adoption specialists looking to drive real behavior change and maximize Copilot ROI.

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Why This Bot?

Traditional training emails get ignored. Long training sessions are forgotten. Copilot Adoption Bot meets users where they work right in Microsoft Teams with bite-sized, actionable guidance at the perfect moment.

Traditional Email	Copilot Adoption Bot
Often ignored or filtered	Appears directly in Teams chat
Static content	Interactive adaptive cards
No engagement tracking	Full delivery and interaction logging
One-size-fits-all	Targeted to specific users or groups
Manual sending	Scheduled and automated delivery

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Key Use Cases

Copilot Adoption (Primary Focus)

• Copilot Chat Tips - Ready-to-use prompts and best practices
• App-Specific Guidance - Tips for Copilot in Outlook, Word, Excel, PowerPoint, Teams
• Prompt Engineering - Help users craft better prompts
• Feature Discovery - Introduce new Copilot capabilities
• Adoption Campaigns - Progressive tip delivery over time

Additional Scenarios

• Employee Onboarding - Welcome messages and getting-started resources
• Training Reinforcement - Follow-up nudges after training sessions
• Feature Announcements - New Microsoft 365 features
• Feedback Collection - Gather user feedback through interactive cards

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Key Features

• Template Management - Create and edit adaptive card templates
• Azure Storage Only - No SQL database required (Table + Blob Storage)
• Teams Bot Integration - Direct delivery via Teams bot conversations
• Message Logging - Track delivery status and recipients
• User Cache with Delta Queries - Efficient user data syncing from Microsoft Graph
• Copilot Usage Statistics - Optional per-user Microsoft 365 Copilot activity tracking
• Smart Groups - AI-powered dynamic user targeting (requires AI Foundry)
• Authentication - Teams SSO and MSAL support
• Modern UI - React-based interface with Fluent UI components

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Technology Stack

Backend

• .NET 10 | ASP.NET Core | Microsoft Bot Framework
• Azure Table Storage | Azure Blob Storage
• Microsoft Graph API

Frontend

• React 18 | TypeScript | Fluent UI
• Vite | Azure MSAL | Teams JS SDK

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Documentation

Document	Description
Setup Guide	Teams bot setup and Graph permissions
Development Guide	Local development environment and tunneling
Configuration Reference	Complete configuration options reference
Usage Guide	How to create templates and send messages
Features Guide	Detailed feature documentation
Deployment Guide	Azure deployment and CI/CD pipelines
Security Guide	Security best practices
Troubleshooting	Common issues and solutions

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Quick Start

1. Prerequisites

• .NET 10 SDK
• Node.js 18+
• Azure Subscription
• Microsoft 365 tenant with Teams

2. Clone & Install

git clone https://github.com/pnp/copilot-adoption-bot.git
cd copilot-adoption-bot/src/Full/Bot

# Backend
dotnet restore
dotnet build

# Frontend
cd Web/web.client
npm install
npm run build

3. Configure

See the Setup Guide for detailed configuration steps:

• Create Teams bot in Developer Portal
• Configure Microsoft Graph permissions
• Set up user secrets for local development
• Configure Azure resources

4. Run Locally

# Backend
cd Web/Web.Server
dotnet run

# Frontend (in another terminal)
cd Web/web.client
npm run dev

Visit https://localhost:5001 for the API and http://localhost:5173 for the web interface.

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Deployment

Deploy to Azure App Service using:

Manual Deployment:

cd src/Full/Bot
dotnet publish Web/Web.Server/Web.Server.csproj -c Release -o ./publish
az webapp deploy --resource-group myResourceGroup --name myAppName --src-path ./publish

Automated CI/CD:

• GitHub Actions (.github/workflows/azure-deploy.yml)
• Azure DevOps (.azure-pipelines/azure-deploy.yml)

See the Deployment Guide for complete instructions.

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Project Structure

src/Full/Bot/
├── Web.Server/          # ASP.NET Core Web API and Teams bot
├── web.client/          # React frontend application
├── Common.Engine/       # Core business logic and services
├── Common.DataUtils/    # Data access and storage utilities
└── UnitTests/          # Unit and integration tests

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Security

Key security practices:

• Use Azure Key Vault for secrets in production
• Use dotnet user-secrets for local development
• Enable HTTPS only
• Implement proper RBAC for Azure resources
• Validate all adaptive card JSON before storage
• Regularly rotate secrets and keys

See the Security Guide for comprehensive security best practices.

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License

This project is provided as-is under the MIT License. See LICENSE for details.

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Contributing

Contributions are welcome! Please:

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Submit a pull request

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Support

• Issues: Report bugs or request features via GitHub Issues
• Documentation: Check our comprehensive documentation
• Troubleshooting: See the Troubleshooting Guide

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Community

This project is part of the Microsoft 365 & Power Platform Community.

• Twitter: @m365pnp
• YouTube: Microsoft 365 Community
• Blog: Microsoft 365 Community Blog

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Made with ❤️ by the Microsoft 365 Community