3 Powerful Ways to Use Dataverse in Copilot Studio (And When to Use Each One)

If you're building solutions in Microsoft Copilot Studio and you're not sure how to use Dataverse, this video is for you. In this deep-dive tutorial, I take you through the 3key ways to use Dataverse in Copilot Studio, explain the differences between them, and show you when to use each one. Whether you're using it as a knowledge source, a tool to trigger actions, or integrating with the Microsoft Copilot Platform (MCP) — this video will help you make the right choice for your scenario. What You’ll Learn: - How to connect Dataverse as a knowledge source, and use synonyms and glossary - Add Dataverse as a tool and configure automatic slot filling without building a topic - Add and use the Dataverse MCP Server as a tool (and understand what this is!)  Timestamps: 0:00 – Intro: How Dataverse Works in Copilot Studio 0:41 – Setup: Agent Configuration & Dataverse Tables Overview 1:24 – Method 1: Using Dataverse as a Knowledge Source 10:42 – Dataverse as Knowledge vs Dataverse Tools: What's the Difference? 11:23 – Method 2: Using Dataverse as a Tool (for Actions) 29:11 – Method 3: Using Dataverse with the MCP Server Beginner Tutorials: - What is Copilot Studio https://youtu.be/_Xny7HkmNpk - Copilot Studio Complete Tutorial for Beginners https://youtu.be/vF2Z4T97xcQ - What is Microsoft Dataverse - https://youtu.be/iSKVxx_ghbw - How to Design and Build a Data Model in Dataverse https://youtu.be/iujZ0qplapM --------------------------------------------------------------------- Connect with me: ☕ Buy me a coffee: https://www.buymeacoffee.com/lisacrosbie 📘 Get my book: Microsoft Copilot Pro: Step by Step https://www.microsoftpressstore.com/store/microsoft-copilot-pro-step-by-step-9780135369425 🦉 Learn more about AI: https://aka.ms/learnwithlisa 🖇 LinkedIn: https://www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: https://www.tiktok.com/@lisa.crosbie