How to Connect Copilot to Dataverse in Microsoft Copilot Studio

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Learn how to connect Microsoft Copilot Studio to Dataverse and access business data effortlessly. This tutorial covers integrating Dataverse tables into the Copilot knowledge base and using Power Automate flows to enhance data interactions. Ideal for businesses using Dynamics 365 and other Microsoft apps, this guide will help you build a Copilot Agent that provides instant answers from your Dataverse data. Set up your AI-powered assistant today!

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Learn how to connect Copilot to Dataverse in Microsoft Copilot Studio and seamlessly access business data for smarter AI-driven interactions. This tutorial walks you through integrating Dataverse tables into the Copilot knowledge base, leveraging Power Automate flows to enhance data retrieval and automation. Ideal for businesses using Dynamics 365, Power Platform, and Microsoft Apps, this guide helps you build a Copilot Agent that delivers instant, data-driven responses from Dataverse. Unlock the power of AI-powered knowledge management today!

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Want to make your Microsoft Copilot smarter by connecting it to Dataverse? In this step-by-step guide, I’ll show you how to set up a Copilot Agent that can pull information directly from Dataverse tables—so users can ask questions about their data instead of manually searching for it in apps like Dynamics 365. This tutorial covers two methods: adding Dataverse as a knowledge source in the Copilot knowledge base and connecting Dataverse via Power Automate flows for more dynamic interactions. Whether you're building a customer service chatbot, an internal data assistant, or an AI-powered search tool, this video will help you optimize your Copilot for seamless data retrieval and enhanced user experience.

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Video Contents:
00:00 - Video Intro
00:14 - Connect to Dataverse
01:07 - #1 Knowledge Source
04:37 - Testing Knowledge Source
06:57 - #2 Power Automate
09:54 - The Two Methods
10:17 - SUBSCRIBE

Видео How to Connect Copilot to Dataverse in Microsoft Copilot Studio канала Citizen Developer