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Add Finance and Operations virtual tables as a knowledge source

Enabled for Public preview General availability
Users by admins, makers, or analysts May 19, 2025 -

Business value

Empower makers and decision-makers by connecting enterprise data from Dynamics 365 Finance and Operations directly to agents in Copilot Studio. This allows for data-driven conversations, reduces the time to insights, and helps organizations reason over their business data more effectively, without needing custom integrations.

Feature details

With this capability, makers can now add structured business data from Dynamics 365 Finance and Operations directly into Copilot Studio.

This enables agents to provide high-quality answers based on operational data, such as financials, inventory, or customer records.

Makers can select specific Dynamics 365 Finance and Operations tables to use as knowledge sources, and agents can answer grounded questions over enterprise data with accuracy and context without manual integration or scripting to surface data.

Makers can add the knowledge sources within Copilot Studio, either when creating a new agent or when configuring or updating an existing agent.