Skip to main content
Book a demo

Connect Power BI to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Power BI’s 4 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Power BI to Microsoft 365 Copilot in four steps

Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.

  1. 1

    Add Power BI to Runlayer

    Power BI isn’t in the Runlayer catalog yet, so an admin adds it by its MCP server URL.

    Adding a connector manually
  2. 2

    Connect Microsoft 365 Copilot to Runlayer

    Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Power BI’s 4 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to Power BI

    Sign in the way Power BI requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Power BI from Microsoft 365 Copilot

    Power BI’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

4 Power BI tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call.

  • Execute query

    Executes a DAX query and return the results.

  • Generate query

    Generates a DAX query using the relevant parts of the model schema.

  • Get report metadata

    Retrieves the high-level schema of a Power BI report, including workspace information, semantic model details, pages, visual information, and filters.

  • Get semantic model schema

    Retrieves comprehensive metadata for a specified semantic model, including the serialized schema, custom instructions provided by the model author, and verified answers when available.

Control

What Runlayer can see and stop in Microsoft 365 Copilot

Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.

  • Gateway policy (available)

    Every Power BI call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.

Frequently asked questions

Connect more

Find another combination