When you configure an #agent in #CopilotStudio, you might want to add more data entities from #D365FO as knowledge sources, but you cant find them in the list. Learn how to expose any Odata F&O data entities in #Dataverse. You will have to do Virtual Entity Registration in Power Plarform and Azure Portal, add a Microsoft Entra ID app registration in F&O environment, add a security role for Dataverse integration for virtual tables. It‘s a one-time simple no-code setup and takes you 5 minutes as long as you have the access. Kasun Pathirana has beautifully explained it in his blog #d365bits - see the link in the comments and watch the video. After registration, you can find all data entities in Advance find in Dataverse and can enable those you need as Virtual Tables. This will bring them up when you are searching for virtual tables when adding a knowledge in your Copilot Studio agent. For example, I added Engineering Product Attribute entity and Inventory on hand entity to my Copilot for finance and operations apps agent. I published it and also shared in #Teams channel. Now I can ask my Copilot in D365FO or in Teams about products with specific engineering attribute values in stock in the same question in natural language.
Great! I just want to add that they are way simplier ways to enable Dataverse Virtual entities than go through Advanced Find (the name speaks for itself here). 1. Update Visible property through Dataverse API/Excel plugin against table Available Finance and Operations Entity. Great for bulk creations 2. XrmToolbox application "Finance and Operations Virtual Entity Manager" 3. Actually, this will be an automated process since Microsoft adds the possibility to auto create and refresh virtual entitites I´m using virtual entities for basically everything that is related to F&O and it is truly versatile :)
Microsoft Dynamics 365 F&O | Solution Architect | Manufacturing and Supply Chain | MCT | Trainer | D365 User Group Host
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