9.1 General
Set the app display name, ticket ID prefix (default IT-SERVICE-2026-), and support manager. Existing tickets keep the ID they were assigned when created.
9.2 Language
Choose the default language. Users can also switch from the header: English, Spanish, French, and German.
9.3 Appearance
Upload a wide header logo and an optional mini logo for the collapsed sidebar. When a wide logo is set, it replaces the app name in the top bar (the name remains in titles and accessibility labels).
9.4 Forms and templates
Customize request forms and reusable form templates so different request types collect the fields you need.
9.5 Notifications and email
Edit email templates for new, assigned, and resolved tickets. Tokens such as request ID and title are replaced at send time. Email requires approved Graph Mail.Send.
9.6 Security
Manage administrators, roles, permissions, and user assignments so requesters see their own work while agents see the queue.
9.7 Copilot Integration
Connect a published Copilot Studio agent so users can ask questions inside Help Desk 365. Turn on Copilot Integration in Settings, then supply the Copilot URL, Azure app registration Client ID and Tenant ID, and either the Direct Connect URL or Environment ID + Agent Identifier.
Authentication uses Microsoft Entra ID. The app registration needs SPA redirect URIs for each SharePoint page where the web part runs, plus the CopilotStudio.Copilots.Invoke API permission.
Full step-by-step setup: Copilot Integration Configuration Guide.
9.8 License and migrate
Activate the site-collection license after the trial. Use Migrate when moving data from an older Chronodat Help Desk (Lite) installation.
