Databricks Genie on Microsoft 365 Copilot

Chat with Genie on Microsoft 365 Copilot to ask data questions and get answers.

This integration uses the same model providers and trust and safety guarantees as Genie. See Hosting provider used when partner-powered AI features setting is enabled and disabled and Databricks AI assistive features trust and safety.

Important

Azure Databricks agents might generate inaccurate responses. Verify before acting on agent output.

Choose one of the following options to connect to Genie:

  • Option 1 (recommended): Use the Azure Databricks Genie plugin to connect to Genie One.
  • Option 2: Use the Databricks Genie app in Microsoft Teams to connect to Genie One.
  • Option 3: Use Copilot Studio to connect to Genie Agents.

Option 1: Use the Azure Databricks Genie plugin (recommended)

Important

This feature is in Public Preview.

Use the Azure Databricks Genie plugin to ask data questions in Copilot Chat.

Requirements

  • A Microsoft 365 Copilot license.
  • An Azure Databricks workspace with Genie One enabled.

Set up the plugin

  1. Add the Azure Databricks Genie plugin:

    1. In the left sidebar, click Plugins.
    2. Search for Azure Databricks.
    3. Click Azure Databricks Genie Plugin, then click Install.

  2. Create a connection to your Azure Databricks workspace:

    1. Enter the Server hostname of your workspace, for example, adb-<workspace-id>.<random-number>.azuredatabricks.net. To find the server hostname, see Workspace instance names, URLs, and IDs.
    2. If you access your workspace using a custom URL, also enter the Workspace ID.
    3. Sign in with your Microsoft Entra ID account when prompted.

    After you connect, you can use the plugin in both Copilot Cowork and Copilot Chat.

  3. Ask your question in Copilot Chat. You don't need to @-mention Genie. Copilot calls Genie One when your question is relevant to your Azure Databricks data.

    For example, try questions like "How many orders came in last week?" or "Show monthly revenue by region for the past six months." To ask a follow-up question, keep chatting in the same conversation. To learn how Genie One finds answers, see How chat works.

Note

Microsoft 365 admins can also install the plugin for users in their organization. If your organization doesn't allow users to add plugins, an admin must install it for you. See Manage plugins, skills, and MCP servers in Microsoft 365 admin center.

Limitations

  • Only workspace-level Genie One is supported. Account-level Genie One isn't supported.
  • Virtual network (VNet) support isn't available.
  • Each user creates their own connection. Users can't share a connection.

Option 2: Use the Databricks Genie app in Microsoft Teams

Install the Databricks Genie app in Microsoft Teams. Check that you complete the prerequisites before installing. See Databricks Genie app in Microsoft Teams for details.

After you install the app, chat with Genie in Microsoft 365 Copilot in one of the following ways:

  • In Copilot Chat, @-mention Azure Databricks Genie and send your question.
  • Go to Agents, select Azure Databricks Genie, and chat with Genie directly.

Microsoft 365 Copilot sends a question to Genie only when you @-mention it or chat with it directly. To ask questions without an @-mention, use Option 1.

For limitations, see Databricks Genie app limitations.

Option 3: Use Copilot Studio

Connect to Genie Agents in Copilot Studio. This option connects to individual Genie Agents only, not Genie One. You must create a connection to Power Platform from Azure Databricks, then connect to Copilot Studio. See Create an Azure Databricks connection on Microsoft Power Platform and Connect to Genie Agents in Copilot Studio for details.

After you create the connection, chat with Genie in Microsoft 365 Copilot in one of the following ways:

  • In Copilot Chat, @-mention Azure Databricks Genie and send your question.
  • Go to Agents, select Azure Databricks Genie, and chat with Genie directly.

Microsoft 365 Copilot sends a question to Genie only when you @-mention it or chat with it directly. To ask questions without an @-mention, use Option 1.

For limitations, see Create an Azure Databricks connection on Microsoft Power Platform.

Additional resources

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