Powered by Microsoft AI and integrated with Dataverse, Copilot enhances usability by making complex tasks simple and intuitive.
🧠 What is Copilot?
Copilot in Model-Driven Power Apps is an AI assistant that helps users interact with app data using natural language.
🚀 Key Features
| Feature | Description |
| Natural Language Queries | Users can ask questions like “Show open opportunities over $10,000” without building views or queries. |
| Data Summarization | Copilot can summarize records, such as leads, cases, or accounts, with key insights. |
| Action Suggestions | Recommends next steps based on record content (e.g., follow-up tasks). |
| Contextual Chat | Interacts with the app in a conversational way within the model-driven UI. |
🛠️ How to Enable Copilot
- Prerequisites:
- Dataverse environment.
- Model-driven app created.
- Environment must be in a region that supports Copilot features.
- User must have required security roles.
- Steps to Enable:
-
- Go to Power Platform Admin Center.
- Navigate to your environment → Settings → Product → Features.
- Enable Copilot under the AI features.
- In Power Apps Studio, open your model-driven app.
- Ensure Chat with Copilot is enabled in the app settings.
📊 Example Use Case
Scenario: A sales manager wants to view opportunities created in the last 60 days.
Without Copilot:
They navigate through filters, views, or build a custom query.
With Copilot:
They type:
“Show opportunities created in the last 60 days over $50,000 in the North America region.”
Copilot returns a list of relevant opportunities instantly, with options to drill down or take action.
✅ Benefits
- User-Friendly: Great for non-technical users.
- Time-Saving: Reduces clicks, filters, and manual querying.
- Smart Insights: AI highlights important data automatically.
- Increased Adoption: Makes apps more intuitive and engaging.
🔒 Security & Privacy
- Copilot respects Dataverse security roles and field-level security.
- Data is processed within Microsoft’s secure environment.
- Admins can control access at the environment level.
🧩 Limitations (as of 2025)
- Only available in certain regions.
- Limited support for custom plugins or complex business rules in queries.
- Requires English language input (other languages rolling out gradually).
📚 Additional Resources
- Microsoft Docs: Copilot in Power Apps
- Copilot Licensing Guide
- Dataverse Security