Nota
L'accesso a questa pagina richiede l'autorizzazione. È possibile provare ad accedere o modificare le directory.
L'accesso a questa pagina richiede l'autorizzazione. È possibile provare a modificare le directory.
The Credly Microsoft 365 Copilot connector integrates digital credential data from your organization's Credly platform into Microsoft 365. This integration enables Copilot and profile cards to surface verified badges, awards, and certifications directly within Microsoft 365 experiences, including Teams, Outlook, and SharePoint.
This article describes the steps to deploy and customize the Credly connector. For general information about Copilot connector deployment, see Set up Copilot connectors in the Microsoft 365 admin center.
Note
The Credly connector is currently in preview. Connector functionality and requirements are subject to change.
Prerequisites
To deploy the connector, you must meet the following prerequisites:
- You must be a Global Administrator or Copilot Administrator for your organization's Microsoft 365 tenant.
- Your organization must have an active Microsoft 365 tenant with Microsoft 365 Copilot enabled (for the preview).
- You must have a Credly account with administrative rights for your organization. In the Credly portal, go to Developers and locate your Organization ID (a GUID that uniquely identifies your organization on Credly).
- You must have authentication credentials for the connector. Under OAuth Applications in the Credly Developers portal, create a new application (for example, named "Microsoft 365 Copilot Connector") to generate a Client ID and Client Secret.
Important
Copy and save the Client Secret. Credly doesn't display the secret again after creation.
Deploy the connector
To add the Credly connector for your organization:
- In the Microsoft 365 admin center, in the left pane, select Copilot > Connectors.
- Choose the Connectors tab, and in the left pane, choose Gallery.
- From the list of available connectors, choose Credly.
Set display name
The display name identifies references in Copilot responses to help users recognize the associated content. The display name also signifies trusted content and is used as a content source filter.
You can accept the default Credly display name, or customize the value to use a display name that users in your organization recognize (for example, Credly Profiles or Credly Badges).
Set Credly Organization ID
Enter your Credly Organization ID (the GUID you got from the Credly Developers portal). The connector uses this ID to target the correct Credly organization account. The Organization ID must be in the proper GUID format.
Choose authentication type
To authenticate and synchronize data from Credly, choose OAuth 2.0 Client Credentials for the authentication method. No interactive user sign-in is required. The connector uses the client credentials to access Credly programmatically.
- Provide the base URL for the Credly OAuth 2.0 token service. For a production Credly account, use
https://www.credly.comas the authorization endpoint (the default value). - Enter the Client ID and Client Secret that you got from the Credly Developers portal.
Roll out
To deploy the connector, select Create in the Microsoft 365 admin center. The Credly connector immediately starts indexing badges from your Credly account.
The following table lists the default values that are set. These values work best with Credly data.
| Category | Setting | Default value |
|---|---|---|
| Users | Access permissions | Everyone in the organization. |
| Users | Map identities | Data source identities mapped using Microsoft Entra IDs. |
| Content | Manage properties | All Credly badge fields mapped to Awards and Certifications profile properties (fixed). |
| Sync | Incremental crawl | Frequency: Every day |
| Sync | Full crawl | Frequency: Every week |
To customize these values, see Customize settings.
After you create your connection, you can review the status in the Connectors section of the Microsoft 365 admin center.
Customize settings (optional)
You can customize the default values for the Credly connector settings. To customize settings, on the connector page in the admin center, select Custom setup.
Customize user settings
The Credly connector sets access permissions to Everyone by default, which means all indexed badge data is visible to all users in your organization. Granular per-user or group filtering isn't available in this preview release.
Identity mapping is based on user email addresses mapped to Microsoft Entra ID. The connector matches the badge owner's email address in Credly with their UPN or primary SMTP address in Microsoft Entra ID.
Note
If a Credly user's email doesn't match their Microsoft Entra ID UPN or primary SMTP address, those badges can't be mapped to a Microsoft 365 user profile and are skipped during indexing.
Customize content settings
The Credly connector uses a fixed schema in this release. It automatically selects a set of badge fields to ingest and maps them to the corresponding Awards and Certifications profile properties in Microsoft Graph. You can't add or remove properties from the schema.
Customize sync intervals
The refresh interval determines how often your data is synchronized between the data source and the Credly connector index. Copilot connectors use two types of refresh intervals:
- Full crawl - Performs a complete synchronization of all content. By default, full crawls run every week.
- Incremental crawl - Syncs new and modified content. By default, incremental crawls run every day.
You can change the default values of the refresh intervals. For more information, see Guidelines for sync settings.