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Copilot Studio - General
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Populate custom entities using power automate?

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Posted on by 1,907

I've created a custom entity to hold some data for use in a question. Is it possible to access the CDS table behind the custom entity so I can add to it programmatically using power automate?

 

My use case is for an internal bot, and the topic is customer information. Each customer has a list item in SharePoint with columns to store information such as who the account manager is and the contract type. I have partly created the list of customers as a custom entity with all their aliases and abbreviations people might refer them by. The agent takes the information from the user to return the proper name from the entity then I have a flow lookup the list item and return the relevant data. It works ok, but I'd like to add new customers and remove old ones programmatically as part of a customer onboarding/offboarding process.

 

Is this possible?

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  • Aya_ Profile Picture
    2 on at
    Re: Populate custom entities using power automate?

     

    Hi @renatoromao ,

    Did they developed this feature or not yet ?

  • CU22081450-0 Profile Picture
    Most Valuable Professional on at
    Re: Populate custom entities using power automate?

    Hi @WillPage ,

     

    When you said "custom entity" you mean PVA >> Entities, right?

    So, today this entity is not accessible by the user or system programmatically, it's just a simple table that you can store things using the PVA studio.

     

    We already have an idea about it, you can vote: https://powerusers.microsoft.com/t5/Power-Virtual-Agents-Ideas/Use-Entities-from-CDS/idi-p/415436?search-action-id=82454015981&search-result-uid=415436

     

    Also, you can do a workaround, but will not work as an entity to match with synonymous or something like that. I never tried yet, but I think that will work for you.

    You can use Power Automate to get customers in your SharePoint list and return as a text, with this answer as a variable, you can send to Bot Framework Composer and he will create multiple select options and show to the user.

    Use Bot Framework Composer with chatbots - Power Virtual Agents | Microsoft Docs

     

    (PS: I do not if will work, but you can try it if you want)

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