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Lab E5 - Add adaptive cards

In this lab you will further enhance the reponse from Copilot for Microsoft 365 from text to rich cards using Adaptive Cards.

In this lab you will learn:

  • What are Adaptive Cards
  • How to create and test an Adaptive Card
  • How to update Microsoft 365 Copilot responses to use Adaptive Cards for rich content

Note

This lab builds on the previous one, Lab E4. You should be able to continue working in the same folder for labs E2-E6, but solution folders have been provided for your reference. The finished solution for this lab is in the /src/extend-m365-copilot/path-e-lab05-add-adaptive-cards/trey-research-lab05-END folder.

Introduction

What are Adaptive Cards? Adaptive Cards are platform-independent UI snippets authored in JSON that can be exchanged between apps and services. Once delivered to an app, the JSON transforms into native UI that automatically adapts to its environment. This enables the design and integration of lightweight UI across major platforms and frameworks.
Adaptive cards

Exercise 1: Create and test a simple Adaptive Card

Let's dive in and discover how fun it is to create adaptive cards.

Step 1: Define Your Adaptive Card in JSON

Create a new file named adaptiveCard.json and add the following JSON content:

{
  "type": "AdaptiveCard",
  "body": [
    {
      "type": "TextBlock",
      "text": "Hello, Adaptive Cards!",
      "size": "large",
      "weight": "bolder"
    }
  ],
  "actions": [
    {
      "type": "Action.OpenUrl",
      "title": "Click me",
      "url":"https://www.contoso.com"
    }
  ],
  "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
  "version": "1.3"
}

This JSON defines a simple Adaptive Card with a text block and a button.


Step 2: Test Your Adaptive Card

To test your Adaptive Card, you can use the Adaptive Cards Designer.

  1. Open the Adaptive Cards Designer .
  2. Copy the JSON content from your adaptiveCard.json file.
  3. Paste the JSON content into the "Card Payload Editor" section on the lower part of the designer.
  4. You will see a live preview of your Adaptive Card on the upper part of the designer.

Congrats! You are now fully skilled to develop Adaptive cards for your plugin!


Exercise 2: Update the plugin manifest

We are going to update the plugin manifest file called trey-plugin.json in the appPackage folder with a response template using adaptive cards. We will find each function or API call and update the templates.

Step 1: Add an adaptive card for GET /api/consultants requests

  • Locate the function getConsultants and after the properties node add below static_template node.
 "static_template": {
            "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
            "type": "AdaptiveCard",
            "version": "1.5",
            "body": [
              {
                "type": "Container",
                "$data": "${$root}",
                "items": [
                  {
                    "speak": "${name}",
                    "type": "ColumnSet",
                    "columns": [
                      {
                        "type": "Column",
                        "items": [
                          {
                            "type": "TextBlock",
                            "text": "${name}",
                            "weight": "bolder",
                            "size": "extraLarge",
                            "spacing": "none",
                            "wrap": true,
                            "style": "heading"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${email}",
                            "wrap": true,
                            "spacing": "none"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${phone}",
                            "wrap": true,
                            "spacing": "none"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${location.city}, ${location.country}",
                            "wrap": true
                          }
                        ]
                      },
                      {
                        "type": "Column",
                        "items": [
                          {
                            "type": "Image",
                            "url": "${consultantPhotoUrl}",
                            "altText": "${name}"
                          }
                        ]
                      }
                    ]
                  }
                ]
              }   

            ]
 }


Step 2: Add an adaptive card for GET /api/me requests:

  • Locate the function getUserInformation and after the properties node add below static_template node.

  "static_template":{
            "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
            "type": "AdaptiveCard",
            "version": "1.5",
            "body": [
              {
                "type": "Container",
                "$data": "${$root}",
                "items": [
                  {
                    "speak": "${name}",
                    "type": "ColumnSet",
                    "columns": [
                      {
                        "type": "Column",
                        "items": [
                          {
                            "type": "TextBlock",
                            "text": "${name}",
                            "weight": "bolder",
                            "size": "extraLarge",
                            "spacing": "none",
                            "wrap": true,
                            "style": "heading"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${email}",
                            "wrap": true,
                            "spacing": "none"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${phone}",
                            "wrap": true,
                            "spacing": "none"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${location.city}, ${location.country}",
                            "wrap": true
                          }
                        ]
                      },
                      {
                        "type": "Column",
                        "items": [
                          {
                            "type": "Image",
                            "url": "${consultantPhotoUrl}",
                            "altText": "${name}"
                          }
                        ]
                      }
                    ]
                  }
                ]
              }   

            ]
  }


Step 3: Add an adaptive card for GET /api/projects requests:

  • Locate the function getProjects and after the properties node add below static_template node.
  "static_template": {
            "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
            "type": "AdaptiveCard",
            "version": "1.5",
            "body": [
              {
                "type": "Container",
                "$data": "${$root}",
                "items": [
                  {
                    "speak": "${description}",
                    "type": "ColumnSet",
                    "columns": [
                      {
                        "type": "Column",
                        "items": [
                          {
                            "type": "TextBlock",
                            "text": "${name}",
                            "weight": "bolder",
                            "size": "extraLarge",
                            "spacing": "none",
                            "wrap": true,
                            "style": "heading"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${description}",
                            "wrap": true,
                            "spacing": "none"
                          },
                          {
                            "type": "TextBlock",
                            "text": "${location.city}, ${location.country}",
                            "wrap": true
                          },
                          {
                            "type": "TextBlock",
                            "text": "${clientName}",
                            "weight": "Bolder",
                            "size": "Large",
                            "spacing": "Medium",
                            "wrap": true,
                            "maxLines": 3
                          },
                          {
                            "type": "TextBlock",
                            "text": "${clientContact}",
                            "size": "small",
                            "wrap": true
                          },
                          {
                            "type": "TextBlock",
                            "text": "${clientEmail}",
                            "size": "small",
                            "wrap": true
                          }
                        ]
                      },
                      {
                        "type": "Column",
                        "items": [
                          {
                            "type": "Image",
                            "url": "${location.mapUrl}",
                            "altText": "${location.street}"
                          }
                        ]
                      }
                    ]
                  }
                ]
              },
              {
                "type": "TextBlock",
                "text": "Project Metrics",
                "weight": "Bolder",
                "size": "Large",
                "spacing": "Medium",
                "horizontalAlignment": "Center",
                "separator": true
              },
              {
                "type": "ColumnSet",
                "columns": [
                  {
                    "type": "Column",
                    "width": "stretch",
                    "items": [
                      {
                        "type": "TextBlock",
                        "text": "Forecast This Month",
                        "weight": "Bolder",
                        "spacing": "Small",
                        "horizontalAlignment": "Center"
                      },
                      {
                        "type": "TextBlock",
                        "text": "${forecastThisMonth} ",
                        "size": "ExtraLarge",
                        "weight": "Bolder",
                        "horizontalAlignment": "Center"
                      }
                    ]
                  },
                  {
                    "type": "Column",
                    "width": "stretch",
                    "items": [
                      {
                        "type": "TextBlock",
                        "text": "Forecast Next Month",
                        "weight": "Bolder",
                        "spacing": "Small",
                        "horizontalAlignment": "Center"
                      },
                      {
                        "type": "TextBlock",
                        "text": "${forecastNextMonth} ",
                        "size": "ExtraLarge",
                        "weight": "Bolder",
                        "horizontalAlignment": "Center"
                      }
                    ]
                  }
                ]
              },
              {
                "type": "ColumnSet",
                "columns": [
                  {
                    "type": "Column",
                    "width": "stretch",
                    "items": [
                      {
                        "type": "TextBlock",
                        "text": "Delivered Last Month",
                        "weight": "Bolder",
                        "spacing": "Small",
                        "horizontalAlignment": "Center"
                      },
                      {
                        "type": "TextBlock",
                        "text": "${deliveredLastMonth} ",
                        "size": "ExtraLarge",
                        "weight": "Bolder",
                        "horizontalAlignment": "Center"
                      }
                    ]
                  },
                  {
                    "type": "Column",
                    "width": "stretch",
                    "items": [
                      {
                        "type": "TextBlock",
                        "text": "Delivered This Month",
                        "weight": "Bolder",
                        "spacing": "Small",
                        "horizontalAlignment": "Center"
                      },
                      {
                        "type": "TextBlock",
                        "text": "${deliveredThisMonth} ",
                        "size": "ExtraLarge",
                        "weight": "Bolder",
                        "horizontalAlignment": "Center"
                      }
                    ]
                  }
                ]
              }
            ],
            "actions": [
              {
                "type": "Action.OpenUrl",
                "title": "View map",
                "url": "${location.mapUrl}"
              }
            ]
  }


Step 4: Add an adaptive card for POST /api/billHours requests:

  • Locate the function postBillhours and after the properties node add below static_template node.
"static_template": {
            "type": "AdaptiveCard",
            "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
            "version": "1.5",
            "body": [
              {
                "type": "TextBlock",
                "text": "Project Status Summary",
                "weight": "Bolder",
                "size": "Large",
                "separator": true
              },              
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Client Name",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.clientName, results.clientName, 'N/A')}",
                    "wrap": true
                  }
                ]
              },
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Project Name",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.projectName, results.projectName, 'N/A')}",
                    "wrap": true
                  }
                ]
              },  
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Remaining Forecast",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.remainingForecast, results.remainingForecast, 'N/A')}",
                    "wrap": true
                  }
                ]
              },           
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Message",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.message, results.message, 'N/A')}",
                    "wrap": true
                  }
                ]
              }
            ]
          }


Step 5: Add an adaptive card for POST /api/assignConsultant requests:

  • Locate the function postAssignConsultant and after the properties node add below static_template node.
 "static_template": {
            "type": "AdaptiveCard",
            "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
            "version": "1.5",
            "body": [
              {
                "type": "TextBlock",
                "text": "Project Overview",
                "weight": "Bolder",
                "size": "Large",
                "separator": true,
                "spacing": "Medium"
              },              
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Client Name",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.clientName, results.clientName, 'N/A')}",
                    "wrap": true
                  }
                ]
              },
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Project Name",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.projectName, results.projectName, 'N/A')}",
                    "wrap": true
                  }
                ]
              },
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Consultant Name",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.consultantName, results.consultantName, 'N/A')}",
                    "wrap": true
                  }
                ]
              },
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Remaining Forecast",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.remainingForecast, results.remainingForecast, 'N/A')}",
                    "wrap": true
                  }
                ]
              },
              {
                "type": "Container",
                "items": [
                  {
                    "type": "TextBlock",
                    "text": "Message",
                    "weight": "Bolder",
                    "spacing": "Small"
                  },
                  {
                    "type": "TextBlock",
                    "text": "${if(results.message, results.message, 'N/A')}",
                    "wrap": true
                  }
                ]
              }            
            ]          
          }


Exercise 3: Test the plugin in Copilot

Before you test the application, update the manifest version of your app package in the appPackage\manifest.json file, follow these steps:

  1. Open the manifest.json file located in the appPackage folder of your project.

  2. Locate the version field in the JSON file. It should look something like this:
    json "version": "1.0.0"

  3. Increment the version number to a small increment. For example, change it to:
    json "version": "1.0.1"

  4. Save the file after making the change.

Step 1: Install the plugin

Stop and restart your project to force it to re-deploy the application package. You will be brought into Microsoft Teams. Once you're back in Copilot, open the right flyout 1️⃣ to show your previous chats and declarative agents and select the Trey Genie Local copilot 2️⃣.

Microsoft 365 Copilot showing the Trey Genie agent in action. On the right side there is the custom declarative agent, together with other agents. In the main body of the page there are the conversation starters and the textbox to provide a prompt to the agent.


Step 2: Display an adaptive card

Now try a prompt such below

what projects are we doing for adatum?

Instead of just the text response you will also get a rich card with information of the project.

The response of the agent based on an Adaptive Card showing rich content, including a table with metrics and an image.

Now try a POST operation prompt such below

please charge 1 hour to woodgrove bank in trey research

Since the request requires Copilot to send some data via POST to the API plugin, you need to confirm that you want to allow Copilot to do so selecting the Confirm button.

A card generated by Copilot to confirm sending data to the API plugin.

Once confirmed, instead of just the text response you will also get a rich card with information of the project.

The response of the agent based on an Adaptive Card showing rich content about the project status.

You can now test other prompts as well to see the improved responses from Microsoft 365 Copilot.


CONGRATULATIONS!

You've completed adding adaptive card responses to your first API plugin. You are now ready to proceed to the next lab to add authentication to your API.

Or, try one of our new authentication labs (still under test):

  • With this option you will use Teams Toolkit to provision an Entra ID app, and log the user in using OAuth 2.0.

  • With this option you will use Teams Toolkit to provision an Entra ID app, and log the user in using OAuth 2.0.