Add Dataverse as enterprise knowledge in Copilot Studio

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically May 23, 2024 Feb 2025

Business value

You can add your enterprise data, such as Dynamics 365 data and Power Apps data powered by Microsoft Dataverse so that your custom copilots can provide users with relevant business insights using retrieval augmented generative (RAG) technology.

Feature details

In the age of AI, it's essential for customers to integrate enterprise knowledge with foundational models to derive enterprise value. This encompasses enterprise data and data within application silos. Custom copilots equipped with knowledge enable straightforward grounding of large language model responses in enterprise data stored in Dataverse representing Dynamics 365 and Power Apps, providing users with relevant business insights, securely and in a compliant manner. This feature empowers you to enrich your custom copilots with knowledge sources against enterprise data stored in Dataverse.

Additional resources

Add knowledge to a copilot (docs)