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Power Platform Community / Forums / Copilot Studio / Expose Dataverse recor...
Copilot Studio
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Expose Dataverse records for selection in Copilot Studio chatbot

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Posted on by 92
Hi,
 
I want to expose a list of records (name only) from a dataverse table as a multiselect choice to the user in copilot studio chatbot. The user must be able to select multiple records.   The selected records will then be related to the user's account record in dataverse. Is that possible?
 
 
 
thanks very much,
Seán
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  • Suggested answer
    Vinoth Selvam Profile Picture
    1,592 Super User 2025 Season 1 on at
    Hi Sean,
     
    This is an Interesting requirement. 
     
    I have not done this. But i can give some idea if that can help you.
     
    1. To Retrieve dataverse records, You can use Power Automate to query records (names) dynamically from a table.
    2. After the List Rows action, add a Compose or Select action to create the JSON payload for the adaptive card's choices. Use an expression to transform the list of records into a suitable JSON format.
    3. Create an Adaptive Card JSON template similarly and use the output from Power Automate to populate the choices. Explore the Adaptive Card Actions inside Power Automate.
    4. You can display as multi-select adaptive card. The records are dynamically populated in the adaptive card as selectable options with the Input.ChoiceSet field and the isMultiSelect: true flag.
    5. Then you can display the card to the user.
    6. After the user selects records and submits the card, the bot can capture the selected options.
    7. Finally, again use Power Automate to link the selected records to the user’s account or any action that you require.
     
    (Addition to Point 2) - Dynamically create an array of objects where each object has a title (to display) and a value (the ID or identifier) like the below sample.
     
    {
    "choices": [
    {
    "title": "@['course_name']",
    "value": "@['course_id']"
    },
    {
    "title": "@['course_name']",
    "value": "@['course_id']"
    }
    ]
    }
     
     
    Hope this will work in someway.
     
    Anyhow I will follow this question to learn if copilot experts can provide a best solution for this requirement :)
     
    Thanks.

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