Edit

Share via

Customize Copilot chat using Copilot Studio (preview)

  • Article

[This article is prerelease documentation and is subject to change.]

Customize Copilot chat to make it even more intelligent and relevant for your organization by adding additional topics, knowledge sources, and more.

Important

  • This is a preview feature.
  • Preview features aren't meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

You customize Copilot chat using Microsoft Copilot Studio and expand the capabilities to go beyond just handling Microsoft Dataverse tables questions and out-of-the-box skills. Before customizing, make sure Copilot chat is enabled for your environment.

Note

  • Copilot Studio license and agent editing permissions are required to customize Copilot chat.
  • This feature is only available in standalone model-driven apps and Copilot in Dynamics 365 Sales. This feature isn't yet supported for other Dynamics 365 apps.
  1. Go to https://make.preview.powerapps.com.
  2. Open your model-driven app in edit mode, and then on the left navigation bar select ... > Configure in Copilot Studio. You're taken to Microsoft Copilot Studio where your app’s agent is set up. Every standalone model-driven app Copilot has its own dedicated agent available for customizations. Setting up the agent for the first time takes a few seconds. Open Copilot Studio to customize Copilot chat in model-driven app designer.

    Important

    • If ... doesn't appear in the left navigation pane, the feature isn't available yet in your environment. You can provision a new early release environments to access the feature. This is a preview feature and only available in early release environments.
  3. Customize your agent by adding knowledge sources or topics. Customizing this agent only impacts the Copilot chat of the specific app it's provisioned for. Model-driven-app Copilot chat in Copilot Studio
  4. Publish the agent after you make customizations to ensure changes are available to users.

Known limitations

  • Copilot chat agents currently aren’t identified by the platform as a dependency. You must manually add the relevant Copilot chat agent to your model-driven app solution before export and import to another environment.
  • Configure in Copilot Studio action can create agents with the same display name for apps that have the same initial characters in the app name. When this occurs, rename the agent while publishing to avoid confusion.
  • The Image and Video message types from agent to user aren't supported. As a workaround, you can use Adaptive Cards.