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Adobe Marketing Agent for Microsoft 365 Copilot

Last update: Thu Apr 02 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

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The Adobe Marketing Agent for Microsoft 365 Copilot is an AI-powered tool that connects Adobe Experience Platform directly to Microsoft 365 Copilot. With this agent, you can ask natural-language questions within Microsoft 365 applications such as Teams, Word, Powerpoint, and Excel to instantly retrieve marketing insights from Experience Platform without interrupting your workflow. The same agent is available across these apps, and your chat history with the Adobe Marketing Agent carries over—so you can start research in Copilot in Teams, for example, and continue the conversation in Word or Powerpoint while you draft a campaign brief or review a presentation.

With the Adobe Marketing Agent for Microsoft 365 Copilot, marketing managers, analytics and insights teams, and business stakeholders can:

  • Make faster, data-driven marketing decisions.
  • Reduce time spent switching between tools.
  • Simplify access to audience and journey insights across teams.

How the agent works

IMPORTANT
The Adobe Marketing Agent for Microsoft 365 Copilot currently supports Experience Platform Operational Insights, Customer Journey Analytics Data Insights, Audience Agent, and the Journey Agent.

The Adobe Marketing Agent for Microsoft 365 Copilot provides an integrated experience between Experience Platform and Microsoft 365 applications:

  • Adobe Marketing Agent appears as an agent in Microsoft 365 Copilot, including in Teams, Word, Powerpoint, and Excel.
  • Sign in with your Adobe account and select the data environment (sandbox, data view) that you would like to use.

Data access and permissions

The answers you receive reflect the data and access level tied to your Adobe identity—what you can query and see is the same as what you are entitled to in Experience Platform and its associated solutions. The Adobe Marketing Agent inherits those permissions and does not require a separate permissions setup for the Microsoft 365 integration. For underlying Experience Platform AI Assistant capabilities and other Adobe AI agents, permission requirements are unchanged from using those features in Experience Platform.

The agent connects your Microsoft 365 instance to Experience Platform and its associated applications (Real-Time CDP, Adobe Journey Optimizer, and Customer Journey Analytics). With this integration, you can then use the Experience Platform AI Assistant and agents to retrieve relevant insights directly to your Microsoft 365 instance. The answers returned in your Microsoft 365 instance are presented as conversational and natural language texts, tables, and data visualizations. Additionally, support for follow-up questions and investigations is available within the same Copilot chat.

Key use cases and example scenarios

Use case
Description
Retrieve operational insights for audiences and customer journeys
With the Adobe Marketing Agent, you can easily retrieve operational insights across your audiences and customer journeys. You can identify which audiences are the largest or most engaged, so you can prioritize where to focus your efforts. You can see which customer journeys are currently active and learn how they are performing, helping you pinpoint opportunities for optimization. The agent also lets you track how your different segments are growing or shrinking over time, empowering you to respond to changes in your audience dynamics as they happen.
Use data visualization to better analyze customer journeys and campaigns
You can review journey performance and drop‑offs, compare campaign performance over time, and understand which touchpoints drive conversions. Additionally, you can generate visual reports on campaign performance and compare these across channels, regions, or over different time periods. You can also explore trends without needing to manually build queries or dashboards.
Empower collaboration and decision-making
Use suggested prompts to explore audiences, campaigns, and web traffic. Take advantage of a natural‑language interface for easier learning of Experience Platform and Customer Journey Analytics concepts. Furthermore, you can share insights on Teams channels or chats during planning meetings. You can also use the Adobe Marketing Agent to answer ad-hoc questions in real-time while reviewing plans or decks, allowing you to keep stakeholders aligned on the same set of metrics and definitions.

Prerequisites

Before you can use the Adobe Marketing Agent for Microsoft 365 Copilot, you must first ensure that you have the following:

  • Microsoft 365 with Microsoft Teams or Microsoft Copilot Chat.
  • Experience Platform and at least one of: Real-Time CDP, Adobe Journey Optimizer, and/or Customer Journey Analytics.
  • Entitlement to the Experience Platform Agent Orchestrator and agents.
  • Access to your organization’s Adobe Experience Cloud account (sign-in and product entitlements) for the solutions and data you use. If you do not have Adobe access, contact your Adobe administrator.

Enable the agent for your organization enable-the-agent-for-your-organization

End users can use the Adobe Marketing Agent only after it is made available in your Microsoft 365 tenant. Work with your Microsoft 365 Copilot administrator (or equivalent admin for Copilot agents in your organization) to enable access and assign the agent as your organization requires.

Typical outcomes after admin setup include:

  • You can open Agent Store in Teams, find Adobe Marketing Agent in your list of agents, and choose Add to attach it to your Copilot agents.
  • Alternatively, your Copilot administrator can publish the agent to everyone in your organization or to specific groups so users do not need to add it individually.

For administrator steps and policy options in the Microsoft 365 admin center, see Manage agents for Microsoft 365 Copilot in the Microsoft documentation.

Get started

After your organization has enabled the agent (see Enable the agent for your organization), navigate to Microsoft 365 Copilot in the application of your choice and use the left-navigation to select All Agents.

Microsoft 365 Copilot left navigation with All Agents selected.

Locate the card for Adobe Marketing Agent or use the search bar to manually look for the agent. Once you have the agent, select the card.

Adobe Marketing Agent card or search result in the agents gallery.

Use the pop-up window to learn more about the agent. When you are ready, select Add.

Adobe Marketing Agent details pop-up with Add button highlighted.

The Microsoft 365 Copilot dashboard updates with the Adobe Marketing Agent branding now on the main page.

Microsoft 365 Copilot home page showing Adobe Marketing Agent on the main dashboard.

Sign in and set your context

Next, prompt the agent to sign in and follow the ensuing steps required to authenticate your account. During this step, you will need to copy a numerical code that the agent returns and then sign in to your Adobe organization. If you cannot complete sign-in or you lack access to Adobe solutions for your organization, contact your Adobe administrator.

Adobe sign-in step showing a numerical code to copy and instructions to authenticate with your Adobe organization.

When successful, use the context setter to establish the documentation source, sandbox, and data view that you will use for your queries.

Context setter UI to choose documentation source, sandbox, and data view for queries.

Use the agent to retrieve operational insights

Once you are signed in, you can use the prompts provided in the main page to get started. You can also take advantage of a starter prompt that can branch out to analyzing marketing audiences, reviewing campaign performance, and monitoring campaign journeys. For example, select Review campaign performance and then select Analyze engagement - Show web visitors for top 10 products last week.

Starter prompts on the agent home page, including Review campaign performance and Analyze engagement options.

Allow for a few moments for the agent to calculate and then the agent responds with a visualized representation of your data. You can use the bar chart presented or you can select View data to view the data in tables.

Agent response with a bar chart visualizing web visitors for top products and View data option.

Same insights shown as a data table after selecting View data.

You can further investigate by selecting follow-up questions that the agent recommends. Alternatively, you can pivot and try different starter prompts, verify the information sources that the agent referenced, or provide feedback using the feedback mechanism.

Suggested follow-up questions below the agent's response for further investigation.

For more information on the AI Assistant UI features, read the guide on using the AI Assistant.

Security, Privacy, and Responsible AI

Data handling and governance

The Adobe Marketing Agent relies on the same controls and governance that apply to Experience Platform and Microsoft 365. Your organization retains ownership and control of its data. Insights returned through the agent are scoped to each user’s Adobe permissions and data entitlements; no additional permission model is introduced for the Microsoft 365 surface beyond what already applies in Experience Platform and related Adobe AI agents.

Responsible AI use

The agent is intended to return read‑only insights and does not modify your customer data in Experience Platform. You should review any generated summaries and analyses before you use them to make business decisions.

Supported languages and scope

The initial release is available as an English‑language experience. Capabilities are limited to read‑only insights; the agent does not create or update marketing assets or configurations.

IMPORTANT
The Adobe Marketing Agent invokes different Adobe agents and jobs depending on the submitted prompts. This underlying Adobe agent that gets invoked utilizes AI credits as indicated in the Adobe Experience Platform agent jobs and AI credits consumption page.

Appendix

Read the following for additional information on the Adobe Marketing Agent for Microsoft 365 Copilot.

Adobe Marketing Agent Microsoft 365 Copilot admin steps

To set up agents from an external provider (third-party developers or the Microsoft Commercial Marketplace), you must first ensure your tenant settings allow external apps and then manage them through the Integrated Apps or Agents section of the admin center.

Enable external agents in tenant settings

Before you can deploy external agents, your organization’s policy must allow them.

  • Log in to the Microsoft 365 admin center.
  • Go to Agents > Settings > User access.
  • Under Allowed agent types, ensure Allow apps and agents built by external publishers is selected.
IMPORTANT
If this setting is disabled, external agents will not appear in the Agent Store for your users.

Acquire and approve the agent

Typically, you can find external agents in the Microsoft Commercial Marketplace.

  • From the Marketplace: Find the agent you want and select Get it now. This will often redirect you back to your admin center’s Integrated Apps page.
  • Review Permissions: In the Integrated Apps list, select the external agent.
  • Review the Data & tools and Security & compliance tabs to see what data the external provider will access.
  • Select Approve or Activate to move it into your organization’s inventory.

Deploy to certain users

Once approved, you can control exactly who sees the agent in their Copilot sidebar.

  • In the Microsoft 365 admin center, navigate to Agents > All agents.
  • Select the external agent from the list.
  • Select Deploy (or Edit Assignment).
  • Choose Specific users/groups and search for the individuals or Entra ID groups who should have it.
  • Select Finish deployment. This “pushes” the agent to those users so it appears automatically in their Copilot interface.

Manage updates

External providers frequently update their agents. In order to manage these updates, follow the best practices below:

  • Check the Agent Registry periodically.
  • If an update requires new permissions, the agent may show a status of Pending Update.
  • You must manually Approve Updates before the new version is rolled out to your assigned users.
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