Enable Copilot for end users in model-driven apps

[MarKol]

Copilot for model-driven apps in Power Apps is a next-generation AI assistant for app users to get insights about the data in their apps through conversation in natural language. Copilot helps app users boost their productivity through AI-powered insights and intuitive app navigation.

Enable Copilot for model-driven apps feature for your environment.

• Copilot for app users in model-driven apps feature is currently in Preview and is not enabled by default. It must be enabled by Admins for every environment. Once enabled, Copilot chat for app users will automatically appear in every model-driven app.
• Admins must also 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 regional settings are not the same.
• Note that your environment must set in US region and have its language set to en-US. Additionally, it must be enabled for Dataverse.

Environment Admins can enable Copilot feature in model-driven apps for apps users in Power Platform admin center.

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. 

 

Set your environment to receive monthly updates for model-driven apps (required).

To be part of Copilot for model-driven apps Preview, Admins must set their environment to receive Monthly updates.

1. Sign in to 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. Go to Product section and select Behavior option. Set Release channel for model-driven apps to Monthly channel in the dropdown control and Save your changes. 

 

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. You 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

[damian_green23]

Have you come across a cheat guide on the prompts needed to elicit the right answers?  Do you need to type the exact column name to get it to use it in the results, as an example?

[bscarlavai33]

Excellent, thanks!

[bhanu_gautam]

That is awesome

[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.

[MEOW2]

how to add a formula that restricts some users from downloading a certain document but allow some to download that document. N:B the app must use the tittle and username to determine the permissions and also the user can not see the files he is restricted from only can view and download the files they have permissions on

[alkjsgfölskygh]

Best way to do this is by using security roles/field level security. With field level security, you can choose what columns your users have access to

[wirisi2220]

This feature streamlines workflows, boosts efficiency, and empowers users to achieve more with intelligent, context-aware support. https://kinexpodiatrytx.com/

[pankajrana]

Tbd