Video: Copilot Studio Dataverse Knowledge Complete Setup Guide

Imported reference from Matthew Devaney's blog for learning purposes. Original: https://www.matthewdevaney.com/video-copilot-studio-dataverse-knowledge-complete-setup-guide/. Author: Matthew Devaney.

Video: Copilot Studio Dataverse Knowledge Complete Setup Guide Posted by - Matthew Devaney on - January 18, 2026 0 Comment

In this video we are going to connect an Agent to some Dataverse tables and use them as knowledge in Copilot Studio. Our example today is the Real Estate Listings agent – it helps home buyers find matching properties using only natural language.

If you’ve never created a Dataverse table before, no problem, I’ll show how to make one by uploading an Excel spreadsheet. Then we will connect it to our agent and write instructions to control how the agent responds.

I will share best practices for getting better answers by configuring synonyms, table column descriptions and the data glossary. And I’ll reveal the secret of how you can use unstructured data search in Dataverse.

Are you ready? Let’s go build this Agent! Did You Enjoy This Article? 😺

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