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Overview of Power Platform and Copilot Studio reference architectures

Reference architectures are essential frameworks that guide the design and implementation of solutions using Power Platform. By evaluating reference architectures, organizations can build powerful, reliable, and scalable solutions that meet their business needs and drive innovation.

Browse reference architectures categorized by common design decisions. Each reference architecture includes an architecture diagram, a step-by-step workflow, key components, and design considerations.

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Reference architectures are listed by product under the "Power Platform products" node in the table of contents.

Apply AI and agent patterns

Title Description
Automate vendor invoice processing with Power Automate and AI Builder Automate vendor invoice ingestion by extracting and validating XML invoice data using Power Automate and AI Builder.
Extract and analyze agent conversation transcripts Extract and analyze agent conversation transcripts with AI to uncover key insights, improve accuracy, and enhance decision-making.
Perform predictive data analysis with Dataverse, Fabric, and Azure AI services Perform predictive data analysis using Dataverse, Microsoft Fabric, and Azure AI and learn best practices for data ingestion, model training, and visualization, enabling you to build robust predictive models and actionable insights.
Streamline document processing with AI Builder Streamline document processing and automate data extraction from various documents such as forms, invoices, and purchase orders.
Use Copilot Studio agents in model-driven apps Integrate Microsoft Copilot Studio with Power Apps using Agent APIs in PCF controls to provide users with intelligent, contextual recommendations.

Manage data with Dataverse

Title Description
Analyze and automate business data with Dataverse SDK for Python Empower developers and data scientists to analyze, automate, and innovate with enterprise-grade data using the Dataverse SDK for Python.
Synchronize data across Dataverse environments using Power Platform Manage master data across two Dataverse environments using Power Automate cloud flows and Power Platform dataflows.
Integrate Dataverse with enterprise data in Microsoft Fabric using a medallion architecture Integrate Dataverse with enterprise data in Microsoft Fabric to build a governed analytics platform using a bronze, silver, gold medallion approach.
Use complex relationships with Microsoft Dataverse Model complex data relationships in Microsoft Dataverse to design effective business applications.
Use Dataverse background operations Use custom APIs to define custom messages and implement business logic through plug-ins, allowing for background processing that eliminates the need for a persistent connection during execution.

Integrate with external systems

Title Description
Integrate finance and operations data with Dataverse Integrate Dynamics 365 finance and operations apps with Power Platform and Azure services to support engineer-to-order estimation, customer-specific pricing, quoting, and production planning.
Integrate legacy data with Power Automate and SharePoint Streamline the process of integrating legacy data with modern platforms.
​Integrate Microsoft Fabric Lakehouse data using Dataverse virtual tables Gather data from multiple internal systems into a Microsoft Fabric Lakehouse, and consume the data in Power Platform apps and automations using Dataverse virtual tables.
Integrate Power Platform with SAP Learn about the architecture, workflows, and connectivity methods available to integrate Power Platform with SAP to ensure a smooth integration process.
Integrate Outlook and SAP with Power Apps Extend Outlook using a Power Apps canvas app to interact with SAP CRM and SAP S/4HANA data directly from Outlook.

Build and extend apps

Title Description
Connect Power Apps to a centralized data warehouse with Dataverse virtual tables Connect Power Apps to a centralized data warehouse through Dataverse virtual tables, enabling business processes to use consolidated enterprise data alongside operational records stored in Dataverse.
Optimize the performance of canvas apps that require complex business logic Optimize Power Apps canvas app performance by shifting complex business logic to Dataverse using Power Fx functions or Dataverse custom APIs.
Upload files to SharePoint with metadata from model-driven apps Use custom pages for metadata‑aware document uploads from model‑driven apps to SharePoint to improve user experience and governance.
Use Dataverse as a data source for canvas apps​ Create a Power Apps application that uses Dataverse as a data source to enable building a more custom user experience.
Use REST APIs to extend the functionality of canvas apps Shift complex algorithms or logic involving many data sources from the canvas app to a RESTful API to keep your Power Apps canvas application formulas simple while moving more complex functionality server-side.
Use SQL Server with canvas apps​ Build and publish an enterprise-grade canvas app using SQL Server as a data source.

Automate business processes

Title Description
Automate bill copy requests with Power Platform Automate the processing of bill copy requests using Power Platform components, including Power Automate, Power Apps, Dataverse, and Power BI.
Automate service order lifecycle and SLA governance with Power Platform Design a solution that automates service request lifecycles, approvals, SLA governance, and termination by using Power Platform components.
Implement a scalable notification system with Power Platform Implement a scalable notification system to automate SMS and email reminders and improve appointment reliability.
Reduce infrastructure challenges with hosted RPA in Power Automate​ Use the Hosted RPA feature to decrease the time and effort required for procuring, provisioning, operationalizing, and maintaining infrastructure to support robotic process automations.

Secure, govern, and manage

Title Description
Automate deployments with Dataverse Git integration and pipelines in Power Platform Streamline Power Platform development and releases by integrating Dataverse Git, pipelines in Power Platform, and AI-assisted governance.
Secure Power Platform access to resources inside your virtual network Use Microsoft Azure Virtual Network support for Power Platform to integrate Power Platform with resources inside your virtual network without exposing them to the public internet.