Use your own data in a prompt
Custom prompts enable makers to use generative AI models addressing various types of content generation scenarios. These models use their default knowledge included in their training data to answer. However, this knowledge isn't sufficient to deal with use cases requiring business specific data context.
This point is where data Retrieval Augmented Generation (RAG) allows you to provide external information to augment the knowledge of the model. This augmentation can result in getting the answers you need.
Add data and filter
Makers can use the Data used option to select one Dataverse table. The fields of the active view of this table are used by the generative model to get more knowledge while answering based on the custom prompt defined and inputs provided.
You can filter the data, which is retrieved by expanding the table and selecting the filtered field and Filter value. The value can be free-form text or an input of the prompt.
Insert data references in the prompt
You can also insert multiple data and related tables' data references in your prompt and use it with natural language by selecting Insert and navigating through the data and relationships.
Each data reference is used by the generative model to answer.
Example of scenarios
The number of scenarios enabled by this capability is limited only by your creativity. The following list provides some examples.
- Create a summary of the account named
Name
using only these columns:Account.Name
,Account.Description
,Account.Orders (Order).Name
,Account.Orders (Order).Amount
. - Classify the
Email
into one of theseCategory.Name
matching based onCategory.Description
. - Draft a reply to this
Problem
matching data fromFAQ.Topic
and getting inspiration fromFAQ.Solution
.
Limitations
The following list describes the limitations of using your own data in a prompt.
Data source is limited to Dataverse tables.
Virtual table use isn't yet supported.
You can use only one table as the data source. However, you can reference fields from multiple relationships of this table.
Only the attributes with the following data types are available as Filter attribute and in + Insert:
text
,number
,date and time
,choice
,currency
, and unique identifier
.We support only English US formats for filtering values. For example, Filter value=121.5 is supported, while 121,5 isn't. Filter value=2024-12-25 is supported while 25/12/2024 isn't.
You can only use direct relationships of the table added as data source.
For example, you can use
Account.'Company Name (Contact)'.Name
andAccount.'Preferred User (User)'.'Last Name'
but notAccount.'Company Name (Contact)'.'Connected To (Connection)'.'Connection Name'
.The total number of records that can be retrieved is limited to 1,000.
Related information
Training: Create AI Builder prompts using your own Dataverse data (module)