Enable Copilot for end users in canvas apps

[MarKol]

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.
3. In Settings for the selected environment, navigate to Product section and select Features option. 
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. 

 

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.

    

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.

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.

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.

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

[CarolPe03]

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.