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Important
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
Dataverse lets you extend Copilot for Microsoft 365 and custom agents you create in Microsoft Copilot Studio. Use Copilot plugins to add tools (formerly known as actions) and connect to enterprise knowledge sources. These plugins help improve the reliability and quality of responses.
Adding tools and specific knowledge is the best way to extend your copilot. You can connect to external systems, write specific instructions, or set up specific references. Plugins are the most popular version of an action. Use existing plugins in Copilot Studio or create your own. Set specific descriptions for your plugins to help Copilot call them. To change how you or your users interact with Copilot, create prompts. Prompts give specific instructions and can ground Dataverse data into Copilot.
In Microsoft Copilot Studio, the knowledge center uses Dataverse as the central place where you add and manage all your data sources and knowledge sources across all three clouds with your copilot:
- Operational data (Dataverse)
- Productivity data (Microsoft 365)
- Analytical insights (Microsoft Fabric)
Copilot Studio includes built-in Dataverse. Dataverse connectors and plug-ins work as APIs or as an MCP server. These options offer two distinct plugin systems. Each system has different architecture and purpose. Copilot plugins use APIs to extend the conversational abilities of AI copilots and agents. In contrast, Dataverse plug-ins are C# components that run in a sandboxed process within Dataverse. Use these plug-ins to enforce business logic directly within Dataverse.
With simple configurations and natural language, you can use the knowledge center to connect all your Copilot experiences to the knowledge sources you choose. This connection helps customers get more value from their enterprise data. Besides Microsoft data sources, you can also provide other knowledge sources, such as Salesforce, ServiceNow, and Zendesk, to the custom Copilot through this knowledge experience.