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Dataverse table data as knowledge in Copilot agents

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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 Jan 2025 -

Business value

Customers can add their CRM data, including Dynamics 365 applications, as knowledge to their declarative copilots and Copilot agents.

Feature details

Enterprise data as knowledge is crucial for business copilots. Enabling Microsoft Dataverse, containing data from Dynamics 365 as grounding data for declarative agents, built from Microsoft Copilot Studio will enable makers to build Copilot agents that understand your line of business (LoB) data. This capability already exists in custom agents built from Microsoft Copilot Studio. We are extending this to Copilot agents.