As we previously learned how to configure and set up a Code App component in our earlier blog, we will now extend that implementation further. You can refer to the earlier blog on Building Standalone Apps with Power Apps Code Apps: Using Dataverse and Office 365 Users Connectors for the initial setup.
In this blog, we will focus on connecting a Code App with a Microsoft Copilot Studio agent, enabling users to interact with data using natural language instead of traditional data sources.
Client Requirement
The client is a Sales Representative who needs quick access to CRM data without navigating through multiple screens.
They want to query data using natural language, such as:
- “Shortlist all the Appointments scheduled between specific dates”
- “Shortlist all the Opportunities in New York City”
- “Shortlist all the existing Contacts in Seattle”
The goal is to provide a chat-based assistant that fetches relevant data instantly using Copilot.
Prerequisites
Before starting, ensure:
- You have access to Power Platform Admin Center
- A published Copilot Studio agent
- Power Apps CLI (pac) installed
- Appropriate admin permissions on the environment
Step 1: Initialize Code App Project
Convert your React project into a Power Apps Code App to run following command in VS Code terminal... Read More
