Buddy’s Taxonomy Term Suggestion feature helps contributors automatically tag content with relevant SharePoint taxonomy terms based on the content they are creating. This improves content classification, searchability, and governance across your digital workplace.

⚠️ This feature is currently in PREVIEW.

Overview

When enabled, Buddy analyzes the content being created and suggests relevant terms from selected SharePoint term sets. Contributors can then select the most appropriate terms before publishing.

Prerequisites

Before configuring Taxonomy Term Suggestion, ensure:

• You have access to the Powell Feature Dashboard

• You have Microsoft 365 administrator permissions

• A registered application in Microsoft Entra ID

• Microsoft Graph Application permission:

  • TermStore.Read.All

• Admin consent granted

• The Client ID and Client Secret from the Entra application

Step 1 – Activate Buddy in the Feature Dashboard

1. Go to Feature Management in your Powell administration.

2. Search for Buddy (Powell Buddy).

3. Click Manage.

4. Enable the feature:

   • Toggle Yes

   • Select the appropriate Audience:

     • Public

     • Restricted to an AD group

5. Click Save.

Buddy is now activated.

Step 2 – Enable Taxonomy Term Suggestion (PREVIEW)

1. In Manage your AI Features, locate Taxonomy Suggestion (PREVIEW).

2. Toggle Yes.

3. Select the audience (Public or Restricted).

Step 3 – Create or Configure Your Microsoft Entra Application

Buddy requires an Entra application to securely access your SharePoint term store via Microsoft Graph.

3.1 Register an Application

If you do not already have an application:

1. Go to the Microsoft Entra admin center.

2. Navigate to:

   • Identity → Applications → App registrations

3. Click New registration.

4. Give your application a name (e.g., "Powell Buddy Taxonomy").

5. Register the application.

📖 Official Microsoft documentation:
Register an application in Microsoft Entra ID:
https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app

3.2 Find the Client ID

After registration:

1. Open your registered application.

2. On the Overview page, copy:

   • Application (client) ID

This value is your Client ID to paste into Powell.

3.3 Create and Retrieve the Client Secret

1. Inside your app registration, go to:

   • Certificates & secrets

2. Click New client secret

3. Add a description and choose an expiration period.

4. Click Add

5. Immediately copy the Value of the secret.

⚠️ Important:

• The secret value is only visible once.

• Store it securely.

• This value is your Client Secret for Powell.

📖 Official Microsoft documentation:
Create a client secret:
https://learn.microsoft.com/en-us/entra/identity-platform/how-to-create-service-principal-portal#add-a-client-secret

3.4 Add Required API Permission

1. In your app registration, go to:

   • API permissions

2. Click Add a permission

3. Select Microsoft Graph

4. Choose Application permissions

5. Add:

   • TermStore.Read.All

6. Click Grant admin consent

📖 Microsoft Graph permission reference:
https://learn.microsoft.com/en-us/graph/permissions-reference#termstore-permissions

Only Application permissions are supported (not Delegated).

Step 4 – Configure Buddy in Powell

In Powell:

1. Enter:

   • Client ID

   • Client Secret

2. Select the SharePoint term sets that Buddy should use.

3. Click Save.

Only selected term sets will be analyzed for AI suggestions.

Contributor Experience

Once configured:

1. A contributor creates content using Buddy.

2. Buddy analyzes the content.

3. It proposes relevant taxonomy terms from the selected term sets.

4. The contributor can:

   • Accept suggested terms

   • Remove suggestions

   • Add additional terms manually

5. Content is published with structured metadata.

Benefits

• Increased metadata consistency

• Improved content discoverability

• Reduced manual tagging

• Governance alignment with SharePoint taxonomy

• Secure Microsoft Graph integration

Security & Governance Notes

• Access can be restricted to specific AD groups.

• Only selected term sets are exposed.

• The Entra application uses Application permissions only.

• Client secrets must be stored securely and rotated according to your security policy.

If needed, your Microsoft 365 administrator can handle the Entra application setup following the official Microsoft documentation referenced above.