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Posted on by Ramkishor reddy

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Hi all,

Anyone using copilot studio to customize the Side car copilot in d365 f&o? If using after adding the dataverse tables as knowledge to the agent are you getting the expected results if you ask a question related to the added tables?

If you are getting the expected results . Please let me know how to give the description when adding the knowledge.

Thanks in advance!!

Regards,

Kishor.

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Dynamics 365 Finance

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Saalim Ansari 708 on at

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Hi Kishor,

I haven’t personally tried it yet, but I’ve looked into how it works. Based on what I know, it’s important to provide clear descriptions when adding Dataverse tables as knowledge in Copilot Studio — like table purpose, relationships, and relevant business terms — to help the Copilot return accurate results.

For reference, this video gives a good overview of how to use Dataverse as a knowledge source in Copilot Studio:

How to use Dataverse Knowledge in Copilot Studio
Add Dataverse Knowledge to a Custom Copilot using Copilot Studio

It explains the process and gives useful tips on setting up descriptions effectively.

Hope this helps!

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Ramesh Kumar 7,561 Super User 2026 Season 1 on at

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You need to test the use case which you working on. But at large I say yes

Go to: Copilot Studio > Your Agent > Add knowledge > Dataverse :

Select your environment and pick the tables you want to add.

When prompted to “Add description” for each table:

Be very explicit and user-centric Describe what the table represents from a business user’s perspective

Include column-level context if relevant

Thanks, Ramesh

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