Prepare

  • 3 minutes

You're creating custom tables and columns along with A Power Automate cloud flow and a custom agent. Here, we discuss the things you need to get started.

Project specification

Contoso Real Estate sells and manages both commercial and residential real estate properties. Customer information is stored in their current Dataverse instance.

Bookings previously could only be requested over the phone, causing the Contoso phone line to always be busy. Despite their importance, many customers couldn't get through to the office to request their services. Long wait times could mean customers get frustrated and hang up. This frustration can result in loss of business for Contoso.

You want to create an agent that allows customers to discover information about the real estate booking process, and creates booking requests for the office to review.

A well-built agent provides customers with the ability to submit their booking request information in their own time, reducing the time waiting on the phone. Happy customers are likely to share their experience with others and increase business for Contoso Real Estate.

Setup

You need access to Microsoft Power Platform and Microsoft Copilot Studio to complete this guided project. You're using Microsoft Dataverse, Power Automate, and Microsoft Copilot Studio to complete this work.

You need access to a Power Platform environment. If you don't have access, you can use the Power Apps Developer Plan.

Sign up for the Microsoft Power Apps Developer Plan

If needed, you can sign up for the developer plan by following these steps:

  1. Navigate to https://powerapps.microsoft.com/free/ and select Start free.

  2. Under Let's get started, enter your email address in the text box that says Enter your work email address.

  3. Check the agreement box and select Start free.

  4. You see a prompt that you have an existing account with Microsoft. Select Sign in.

  5. Enter your password.

  6. If prompted, Select Yes to stay signed in.

  7. Make a note of the environment in the top-right corner of the screen.

Sign up for a Microsoft Copilot Studio trial

  1. Navigate to https://copilotstudio.microsoft.com and select Start free.

  2. If prompted to sign in, enter your email address and select Sign in.

  3. In the Welcome to Copilot Studio popup, leave the country/region as the default value and select Start free trial.

  4. At the Welcome to Copilot Studio! popup, select Skip.

  5. At the top right of the screen, select your developer Environment from the previous step.