Exercise - Add Copilot to a model-driven app
In this exercise, you enable Copilot for model-driven apps, configure your environment to receive monthly updates, set up a Dataverse table and its columns, and test Copilot functionality in a model-driven app.
Prerequisite: A non-production environment with a Dataverse database, sample apps, and sample data must be available.
Task - Set up your environment
In this task, you enable Copilot for model-driven apps and change the model-driven app release channel.
Go to Power Platform admin center, select Manage, and then select Environments. (It might already be selected.) Choose the environment you're using for this exercise, and then select Settings.
Expand the Product section and select Features.
Set Enable new AI-powered Copilot features for people who make apps to On.
In the dropdown under Allow users to analyze data using an AI-powered chat experience in canvas and model-driven apps, select On.
Scroll down and select Save.
Return to settings by selecting Settings in the breadcrumb navigation at the top of the screen.
Expand Product, and then select Behavior.
In the Model-driven app release channel dropdown, select Monthly channel.
If the Delay between character inputs field is empty, enter
250.Scroll down and select Save.
Task - Configure table and columns
In this task, you configure a Dataverse table and its columns for Copilot.
Go to Power Apps and ensure you're in the correct environment.
Select Tables from the left navigation.
Select the All tab.
Locate the Account table, select it, and then choose Properties.
Expand Advanced options.
Select the checkboxes for Track changes and Appear in search results.
Select Save and wait for the changes to complete.
Open the Account table.
Select Views.
Locate and open the Quick Find Active Accounts view.
Select View column > Last date included in campaign.
The column should now be visible in the view.
Select Save and publish. Wait for the publish process to complete.
Select the Back button.
From the left navigation, select Solutions.
Choose Publish all customizations, and wait for the process to complete.
Remain on this page.
Task - Test Copilot
In this task, you test Copilot for model-driven apps.
Create a new solution. Navigate to Solutions, then select + New solution.
Enter a Display name, select a Publisher, and choose Create.
In your solution, select Add existing > Table. Select the Account table and then select Next. Choose Include all objects, and then select Add.
In the same solution, select + New > App > Model-driven app.
Name the app
AccountsTest, then select Create.In the app designer, select Tables. Search for the Account table, select the ellipsis next to it, and choose + Add to app.
Select Save and publish.
In your solution, go to Apps, select the model-driven app called
AccountsTest, and then select Publish.After publishing completes, with the app still selected, select Play.
Wait for the app to load.
To access the Copilot prompt, select the Copilot icon at the far right of the screen.
In the Copilot pane that appears, ask questions about the data in your table.
Try additional queries to explore the agent's responses.
