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Add Finance and Operations virtual tables as a knowledge source

Enabled for Public preview General availability
Users by admins, makers, or analysts May 19, 2025 -

Business value

Empower makers and decision-makers by connecting enterprise data from Dynamics 365 Finance and Operations directly to agents in Copilot Studio. This connection enables data-driven conversations, reduces the time to insights and helps organizations reason over their business data more effectively without custom integrations.

Feature details

With this capability, makers can add structured business data from Dynamics 365 Finance and Operations directly into Copilot Studio.

With this data, agents give high-quality answers based on operational data, such as financials, inventory, or customer records.

Makers select specific Dynamics 365 Finance and Operations tables to use as knowledge sources. Agents answer grounded questions over enterprise data with accuracy and context, without manual integration or scripting to surface data.

Makers add the knowledge sources in Copilot Studio when they create a new agent or configure or update an existing agent.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Dataverse knowledge sources (docs)