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Session Id : v8QeQIZdVeu5YHrU5OAHDo
Power Apps - Building Power Apps
Answered

Enable Copilot for end users in canvas apps

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Posted on 8 Nov 2023 21:27:18 by

The Copilot control (Preview) is a next-generation AI assistant that makers can add to their canvas apps for end-users. This is an AI-powered experience for app users to get insights about the data in their apps through conversation in natural language. Makers can add this control to any canvas app and choose what data it can answer questions about

 

Admins - Enable Copilot for canvas app users feature for your environment.

Environment Admins can enable access to Copilot control (preview) for app makers in their environments in Power Platform admin center. Once Copilot feature is enabled for the environment by Admins, makers will be able to add Copilot chat control for end users in their canvas apps in App Studio.

  • Copilot for app users control feature for canvas apps is in Preview and is not enabled by default. Admins must manually enable this feature for their environments for makers to see Coplot control in Upcoming features list in App Studio.
  • Admins must enable data movement across regions for Generative AI features as a prerequisite for running Copilots in Power Apps.
    • This step is especially important when your tenant and environment are in different regions.
  • Note that your environment must set in US region and have its language set to en-US. Additionally, it must be enabled for Dataverse.
  1. Sign into the Power Platform admin center at https://admin.powerplatform.microsoft.com.
  2. In the navigation pane, go to Environments and select the environment where you want to enable Copilot for app users in model-driven apps in. Click on Settings for this environment in the top menu. Environment_settings.png
  3. In Settings for the selected environment, navigate to Product section and select Features option. Environment_features.png
  4. In Features section, set the value for Allow users to analyze data using an AI-powered chat experience in canvas and model-driven apps to On in the dropdown control and Save your changes. Copilot_for_apps_users_ON.png

 

Makers - Enable Copilot control for your canvas app in App Studio

Important: make sure your browser language is set to US English (en-US) when you are in the Studio.

With your canvas app open for editing:

  1. On the command bar, select Settings > Upcoming features.

  2. From the Preview tab, set the toggle for Copilot component to On.

    copilot-1.png 

     

Makers - Add the Copilot control for app users to a canvas app.

With your canvas app open for editing:

In the app authoring menu, select Insert and select Copilot (preview) to add this control.

Copilot-Insert-menu.png

 

Makers - Connect data source to Copilot (required).

 

When the Copilot control is added to the canvas app, select a data source from the pane. Currently, Copilot for app users in canvas apps is able to provide data insights on a single Dataverse table only.

  • Note that you can connect any Dataverse table in your environment as a data source for Copilot, regardless of whether this table is added to your canvas app or not.

copilot-3.png

Next, select the specific Fields and/or View that the Copilot control will answer questions for.

  • This step will help to improve quality and relevance of Copilot responses.

 

Admins - Configure Dataverse tables and columns for Copilot to improve Copilot data insights quality.

To receive meaningful and accurate Copilot responses, Admins must configure (index) the Dataverse tables for Copilot to use. Admins must choose both the tables and the columns of importance for Copilot to search across to produce relevant, high-quality data insights.

 

For every Dataverse table to be used by Copilot, do these 2 Steps in Tables pane at Power Apps to index your tables and columns for Copilot:

  • Select a Dataverse table and go to its Properties > Advanced options option in the top menu. Enable Track Changes and Appear in search results settings for the table and Save

  • Open this table and select Views option from Data experiences section. Then, select and open Quick Find [table name] view in from the list. Click on Edit find table columns option at the bottom of the right-hand pane.

    • Select the columns of importance and click Apply to add them to the list.

MarKol_3-1699478697030.png

 

 

More information: Configure tables to use Copilot - Power Apps | Microsoft Learn

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  • CarolPe03 Profile Picture
    9 on 22 Apr 2024 at 23:12:48
    Re: Enable Copilot for end users in canvas apps

    Hello, I have the same issue. I'm from Mexico, but my environment is set to the United States. I've already enabled Copilot as the documentation suggests, but when I search for the Copilot component, it doesn't appear for me to add it to my Power Apps.

  • CarolPe03 Profile Picture
    9 on 22 Apr 2024 at 23:11:46
    Re: Enable Copilot for end users in canvas apps

    Hello, I have the same issue. I'm from Mexico, but my environment is set to the United States. I've already enabled Copilot as the documentation suggests, but when I search for the Copilot component, it doesn't appear for me to add it to my Power Apps.

     

    CarolPe03_0-1713828402013.pngCarolPe03_1-1713828507906.pngCarolPe03_2-1713828571201.png

     

  • kartrabby_Vox Profile Picture
    4 on 26 Mar 2024 at 16:06:31
    Re: Enable Copilot for end users in canvas apps

    @MarKol: We have an environment in US Region. We still can't find the Copilot Component

    kartrabby_Vox_0-1711468996871.png

    Even Copilot is turned on in Power Platform Admin Center settings

    kartrabby_Vox_2-1711469116944.png

     

    Below are settings in that environment

    kartrabby_Vox_1-1711469065365.png

     

     

  • VilPel Profile Picture
    287 on 26 Jan 2024 at 10:21:58
    Re: Enable Copilot for end users in canvas apps

    Any idea when the "Copilot" component is generally available without extra configurations inside canvas apps?

  • darylvogan Profile Picture
    274 on 08 Jan 2024 at 14:33:56
    Re: Enable Copilot for end users in canvas apps

    this is sorta cool, but until we can interact with the control (pass/receive info), it seems a bit limited

  • MarKol Profile Picture
    on 07 Dec 2023 at 22:52:46
    Re: Enable Copilot for end users in canvas apps

    Hi @ElliotF93,

     

     since you are woking cross-region, I wonder if your tenant has this setting on? https://learn.microsoft.com/en-us/power-platform/admin/geographical-availability-copilot#enable-data-movement-across-regions

     

    You might not be able to connect to Copilot AI services if this is not enabled in you tenant.

  • ElliotF93 Profile Picture
    26 on 01 Dec 2023 at 10:13:21
    Re: Enable Copilot for end users in canvas apps

    @MarKol Do you have any update for when we can expect this in the UK region? I am able to add a chat bot but it seems unable to connect:

    ElliotF93_0-1701425571793.png

     

    I can confirm it is working in a US environment. Thanks

     

  • MarKol Profile Picture
    on 20 Nov 2023 at 17:46:57
    Re: Enable Copilot for end users in canvas apps

    Hi @VilPel ,

     

    The Preview for Copilot Control for Canvas Apps is only available in US-based environments right now. 

    We have not expanded Copilot Preview to other Regions yet.

  • VilPel Profile Picture
    287 on 20 Nov 2023 at 14:41:50
    Re: Enable Copilot for end users in canvas apps

    Hi @MarKol ,

     

    We have had this setting on for our development environment for several months:

    VilPel_0-1700491213164.png

     

    Still, there's no option to use the Copilot in our canvas apps:

    VilPel_1-1700491255166.png

     

    We were only able to get it working if we created an environment for US region. This environment is in Europe. Any help?

  • Verified answer
    v-qiaqi@microsoft.com Profile Picture
    on 09 Nov 2023 at 02:13:31
    Re: Enable Copilot for end users in canvas apps

    Hi @MarKol,

    Thank you so much for your sharing.

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