Adding Dataverse to Copilot Studio as knowledge with authenticate manually

Yu Dong (Accenture International Limite) 0 Reputation points Microsoft Vendor
2024-10-21T03:03:57.4133333+00:00

Hi Team,

I have created a Copilot in Copilot studio, and added Dataverse as knowledge, authenticate manually was chosed, when I want to get answer from Datavers, it is no response. I noticed for Dataverse, the scope should be set as below, can you please tell me how to set this?

For example, Dataverse Structure Data or Prompt Node should have the following scopes: profile openid Sites.Read.All Files.Read.All https://myorg123.com/user_impersonation

Azure API Management
Azure API Management
An Azure service that provides a hybrid, multi-cloud management platform for APIs.
2,239 questions
Microsoft Authenticator
Microsoft Authenticator
A Microsoft app for iOS and Android devices that enables authentication with two-factor verification, phone sign-in, and code generation.
7,515 questions
Microsoft Copilot
Microsoft Copilot
Microsoft terminology for a universal copilot interface.
432 questions
0 comments No comments
{count} votes

1 answer

Sort by: Most helpful
  1. Vivek Bhakta MSFT 100 Reputation points Microsoft Vendor
    2024-11-27T10:46:36.88+00:00

    To set the scopes for Dataverse in Copilot Studio

    Register Your Application in Azure AD:

                  Go to the Azure portal and register your application.

          Under the "API permissions" section, add the required scopes. For Dataverse, you          should include profile, OpenID, Sites. Read. All, Files. Read. All,   and https://myorg123.com/user_impersonation

    Configure Your Application:

    Update your application settings to use these scopes. This typically involves configuring your OAuth 2.0 authentication settings to request these permissions when obtaining access tokens.

    Update Your Copilot Studio Configuration:

    In Copilot Studio, ensure that your bot or copilot is configured to use the correct authentication method and scopes. This might involve updating the manifest or configuration files to include the necessary scopes.

    Test Your Configuration

    After setting the scopes, test your bot or copilot to ensure it can access Dataverse and retrieve the necessary data. Make any necessary adjustments based on the test results.

    If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".

    0 comments No comments

Your answer

Answers can be marked as Accepted Answers by the question author, which helps users to know the answer solved the author's problem.