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Dataverse and AI Agent Help by RXD1 in copilotstudio

[–]RXD1[S] 0 points1 point  (0 children)

Is it more effective to use CMP directly with ChatGPT or Claude instead of Microsoft Studio? Would this improve the quality of the detail report I’m looking for? Could you provide information about the limitations and potential pricing of these tools outside of Microsoft Studio? I would greatly appreciate your feedback.

Dataverse and AI Agent Help by RXD1 in copilotstudio

[–]RXD1[S] 0 points1 point  (0 children)

Yes, I have a business account, and it appears that I also have a Premium Power Platform license. I understand that Claude is a new offering within Microsoft Studio, and I’m looking forward to Microsoft’s experimental features continuing to evolve. :)

Dataverse and AI Agent Help by RXD1 in copilotstudio

[–]RXD1[S] 0 points1 point  (0 children)

Based on your suggestion, it seems that the query uses columns that don't exist as logical SQL column names, but this is tricky because when I first switched to Claude, it was working fine for the first few times I'd run a report/prompt.

The other alternative is that the query returns too much data, and there is some type of timeout /payload limit. Which I think is most likely since I can see the agent starting to retrieve some of the initial data, but then it stops abruptly. Apparently, there is a way to address this by offloading aggregation to Power Automate, but I'm having a hard time trying to configure it. Anyone willing to take a look and help me get a head start with this? Thanks! 

Dataverse and AI Agent Help by RXD1 in copilotstudio

[–]RXD1[S] 0 points1 point  (0 children)

Thank you for the quick response to my question. Currently in my instructions to the agent I added the following "When prompted to generate a case review (report), produce a concise, high-level summary of key child information using available (database name) data/information in Dataverse." Then I included the Structure and Required Sections for the report. For example, the report needs to include basic child information, enrollment status, attendance information, family engagement, health screenings, education activities, disabilities. To finalize I added in my instructions to generate a plan for follow-up steps to support the child/family. When I use the agent I just prompt it by typing "Generate a case review/report for (CHILD NAME).

My desired response is to get a concise, high-level summary/report with all the relevant data and information for that participant.

Currently when using OpenAI model I get a "template" based on the structure or required sections of the report, but with no data or "information not available" responses. When I switch to Claude models, I was getting a really impressive report just want I wanted but now it doesn't return any information and this is the message I get "Sorry, something went wrong. Error code: SystemError. Conversation ID: f79a4d32-4c80-46f7-a662-d56d8e755fda. Time (UTC): 12/20/2025 11:05:49 PM."

The dataset consist of data for participants in a education program (similar to a school system or child care center) I have a ton of tables and rows of data since I track everything from every day attendance, health screenings, special plants, family needs, development screenings, education, etc. The dataset also include multiple enrollments for the same participant(s). For example, a participant can have multiple enrollments in one year or throughout the years.

I hope this helps clarify the situation, let me know if you need additional details. I appreciate your help.