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Custom Copilot knowledge does not reference Dataverse tables even when selected

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Posted on 18 Sep 2024 07:14:13 by KT-18090703-0

I am creating a custom Copilot in Copilot Studio using an environment with Dynamics 365 Sales trial version installed.

I have added the following knowledge sources to this custom Copilot:

* Opportunity table from Dataverse
* Account table from Dataverse
* User table from Dataverse

Although the status of all knowledge sources shows as "Ready", when I test the Copilot, it does not generate answers by referencing this knowledge.
As an experiment, I added a CSV file as a knowledge source and tested it. In this case, the Copilot successfully referenced the CSV file to generate answers.
What settings or prompts are necessary to make the Copilot generate answers based on the Dataverse tables that have been added as knowledge sources?

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fchopo 7,968 Super User 2025 Season 1 on 25 Sep 2024 at 13:40:16

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Custom Copilot knowledge does not reference Dataverse tables even when selected

Hi,

What authentication settings have you configured in your Copilot? If you have "No authentication" the copilot doesn't know who is the user querying the data, so it can't check out permissions you have dataverse. You need to enable "manual authentication" as official documentation states.

In the end, you need to check if the user using the copilot has permissions to access the data in Dataverse.

Hope that helps!

Ferran
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Michael E. Gernaey 42,036 Super User 2025 Season 1 on 21 Sep 2024 at 15:35:22

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Custom Copilot knowledge does not reference Dataverse tables even when selected

Hi

For some reason I used to understand that only 2 dataverse tables could be used in a custom co-pilot. Either that changed, or it didn't but its letting you add them anyway and that is the issue.

Also did you remember to turn on AI generative feature in Dataverse for your environment?

Turn on copilots and generative AI features - Power Platform | Microsoft Learn