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[This article is prerelease documentation and is subject to change.]
Microsoft Dataverse intelligence extends Work IQ to bring business data understanding to AI agents and Microsoft Copilot. Work IQ helps agents understand work artifacts like files, meetings, and messages. Dataverse intelligence builds on this foundation by enabling agents to understand and act on your business data.
With Dataverse intelligence, you can define reusable business context that agents use to understand what your data means, follow your organization's processes when taking actions, and read and update Dataverse records reliably. This business context is shared across agents, so you define it once and use it everywhere.
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
Prerequisites
- Microsoft 365 admin role (AI administrator, Global administrator) to access Microsoft 365 admin center Copilot settings. More information: Enable Microsoft 365 admin center Copilot Dataverse settings
- Power Platform administrator role to access Dataverse intelligence environment settings. More information: Enable Dataverse intelligence
- The environment where you use Dataverse intelligence must be a Managed Environment.
- The environment must be enabled and configured for Dataverse MCP server preview. Business skills are only available for use with the preview version of Dataverse MCP server. More information: Use preview tools and upcoming features in Dataverse MCP server
Enable Microsoft 365 admin center Copilot Dataverse settings (preview)
- Go to Microsoft 365 admin center. Select Copilot >Settings.
- Locate and select Dataverse data available in Microsoft 365 Copilot.
- Select All users, or
- Select Specific groups and enter the list of Entra security groups.
- Select Save to save the setting changes.
Enable Dataverse intelligence (preview)
- Go to Power Platform admin center. Select Manage >Environments.
- Open the environment where you want to turn on the Dataverse MCP server, and then select Settings > Product > Features.
- Scroll down to locate Dataverse intelligence.
- Turn on Allow data availability in M365 copilot, and/or...
- Turn on Enable Dataverse intelligence (Work IQ) for agents and AI experiences.
- Make sure Allow MCP clients to interact with Dataverse MCP server (Preview version) is enabled. If it's not, enable it.
- Select Save to save the setting changes.