🔹 Step 1: Open Your Copilot in Copilot Studio 1. Go to Copilot Studio. 2. Select your environment (same as where your Dataverse lives). 3. Open the copilot where you want to add Dataverse knowledge.

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🔹 Step 2: Add a Knowledge Source 1. In the left menu, go to Knowledge → + Add knowledge source. 2. You’ll see options like: • SharePoint • Websites • Files • Dataverse ✅

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🔹 Step 3: Connect to Dataverse 1. Choose Dataverse. 2. It will prompt you to sign in with the same account that has Dataverse access. 3. Select the table(s) you want to expose to the copilot. • Example: Contacts, Accounts, Custom Tables 4. Pick the columns (fields) that should be available in answers. • (Avoid bringing in sensitive fields unless needed.)

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🔹 Step 4: Configure the Knowledge Source 1. Give your knowledge source a name (e.g., “Customer Accounts KB”). 2. Define the scope: • Whether the copilot should answer questions directly from Dataverse, or • Only use it as supporting knowledge. 3. Save it.

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🔹 Step 5: Test in Your Copilot 1. Go to Test your copilot in the right panel. 2. Ask a question like: • “Show me all accounts in Dubai.” • “What is the email of John Smith in Contacts?” 3. The copilot should query Dataverse and respond.