Hello Everyone! Our today's topic is, How to create Copilot based on Dataverse
tables, Let's create a new Copilot Click on create, let me modify Details, Apart from this, I'm keeping all options
as default, and the focus of this video is, how to connect to Dataverse tables? So
first of all we will go to settings, Choose GenerativeAI, We have two options - Classic
and Generative (preview), when I say Classic, you have to Define all
topics for all the predictable scenarios, which require Domain expertise and efforts of
many hours, If you want to know more about this, please refer my video. In our case we do
not want to Define any topic and we want to use Generative AI Powers with Copilot
Studio, So we'll click second Option, and save it, Click on knowledge-> add knowledge, you can see,
here are various options like public websites, files, SharePoint and one drive. On these
I already have created videos that you can refer, Let's connect to Dataverse
now, currently it is in Preview I believe you are aware that, all the
business application like Dynamics Sales, Marketing, Service, all model driven apps
and power apps store data in Dataverse, so you can access all tables from this place,
Let me find a table name –contact, next On this screen you can only see
first 20 rows and few columns, click next, you can also Define synonyms and
glossary to improve the accuracy of copilot, although as per my observation without
putting this values it also works fine, click on Add, now you can see that our Copilot
have established connection with Dataverse table named – contact, before testing the
Copilot, Let's see what this table holds. This is my Sales hub application in Dynamics,
and these are the all contacts in that table, we have connected this table in Copilot let's try few prompts now, so Copilot is able to fetch
information from Dataverse table, let me verify information, Alex
Baker is contact at Trey Research, email ID this and phone number this.
Let me cross verify from application, yes, all seems good, Let me try another Prompt, As per copilot, There are two contacts
have credit limit more than $10,000, let me cross check from application so answer is correct, which contact have more
than two open Opportunities, So, it is not able to answer this question,
let me add one more table to knowledge base let's try same prompt again, Yes, please notice that we can add two dataverse knowledge searches and up to 15
tables per knowledge source, previously it was not able to answer, because
we have not added opportunity table in our knowledge base. Let's verify this answer, Kevin
Martin have more than two open Opportunities, That's correct, Kevin have
three open Opportunities, So two contacts have job title CTO,
let's reconfirm from the application, Correct, yeah please notice that there's no column like
designation in contact table, but Copilot is smart enough to find the answer, please notice that
even my spelling was wrong over here, even though spelling was wrong and column was not present, it
is able to find the best match for the answers, so you can see how easy it is to connect to dataverse
table and find the answers in Copilot Studio, Let's Publish, Let's choose Teams, Now we are using the same
Copilot in Microsoft Teams, so you can notice that, how easy it is to connect
Copilot Studio Copilot to dataverse table. Thank You! In case, You are interested to know more about other
Copilots and Copilot Studio, which we can use to customize and build our own Copilots, please refer
to other videos on my channel. Thanks for watching to see more such demonstrations,
please subscribe to my channel, you can also contact me on my email address or on
my website which I have given in description.
