Extend your copilots with knowledge and actions


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Microsoft Dataverse enables customers to extend their Microsoft Copilot for Microsoft 365 and custom copilots authored in Microsoft Copilot Studio, using plugins for actions and grounding in enterprise knowledge sources to improve reliability and quality of responses.

Adding actions and specific knowledge are one of the best ways to extend your copilot. You can connect external systems, write specific instructions, or set up specific references. Plugins are the most popular version of an action, and you can leverage the existing plugins available in Copilot Studio or create your own. These plugins have specific descriptions that you set to help copilot call them. Additionally, if you're looking to modify the way in which you or your users interact with copilot, you can create prompts. These prompts give specific instructions and can even be used to ground Dataverse data into the copilot.

Knowledge center, powered by Dataverse, in Microsoft Copilot Studio is the central place to add and manage all your data sources and knowledge sources across all the three clouds with your copilot:

  • Operational data (Dataverse)
  • Productivity data (Microsoft 365)
  • Analytical insights (Microsoft Fabric)

Using simple configurations and natural language, copilot makers can now use knowledge centers to ground all your copilot experiences to knowledge sources of your choice, thereby enabling customers to unlock more value from their enterprise data estate. Besides Microsoft data sources, this knowledge experience will also be the single place within a copilot where other knowledge sources like Salesforce, ServiceNow, Zendesk, and others, can also be provided to the custom copilot to ground the copilot experience.