Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
[This article is prerelease documentation and is subject to change.]
Microsoft 365 Copilot makes it easier for users to work with canvas apps by offering AI-powered insights through natural language conversations. By using this feature, users can quickly find information, navigate apps more easily, and get help to boost their productivity. App makers can enable Microsoft 365 Copilot to give users access to conversational AI that understands app data and provides helpful, contextual answers. Users can ask questions about their Microsoft Dataverse table or SharePoint list data in plain language and receive immediate, relevant responses.
This article shows you how to enable and configure Microsoft 365 Copilot for your canvas apps, both at the environment level and for individual apps.
When enabled, users can open Microsoft 365 Copilot in their canvas app by selecting Copilot on the upper-right corner. For more information, see Use Microsoft 365 Copilot in canvas apps.
Important
- This feature is in preview.
- Preview features aren't meant for production use and might have restricted functionality. These features are subject to supplemental terms of use. They're available before an official release so that customers can get early access and provide feedback.
- This feature is in the process of rolling out and might not be available in your region yet.
Prerequisites
To use Microsoft 365 Copilot in canvas apps, make sure the following prerequisites are met:
- You must have access to an early release cycle environment to use this feature.
- Your tenant must be set to allow Dataverse data available in Microsoft 365 Copilot. For more information, see Enable Microsoft 365 admin center Copilot Dataverse settings.
- Dataverse Search must be set to Default or On for the environment. For more information, see Understand what this means for generative AI experiences.
- To use the Microsoft 365 Copilot feature in your app, users must have a Microsoft 365 Copilot license.
Note
- Microsoft 365 Copilot for canvas apps with Dataverse relies on Dataverse Search indexes. Enabling this feature might increase your environment’s Dataverse capacity consumption. For more information, see What actions can makers or admins take to manage Dataverse Search efficiently.
- Sufficient Dataverse database capacity must be available to support indexing, semantic search, and Copilot operations. For more information, see Capacity page details.
Enable Microsoft 365 Copilot for your environment
To manage Microsoft 365 Copilot for canvas apps, start by learning how to manage Microsoft 365 Copilot.
Power Platform administrators can set up and configure the Microsoft 365 Copilot feature for users in their environment.
Sign in to the Power Platform admin center.
In the navigation pane, go to Copilot > Settings. Under Power Apps, expand Chat Agent and choose M365 Copilot.
Select an environment group or an environment name, and then select Edit Setting.
Select On and then select Save to enable Microsoft 365 Copilot for your canvas apps in the selected environment group or environment.
Enable Microsoft 365 Copilot in a canvas app
Makers can enable or disable Microsoft 365 Copilot for a specific canvas app.
Sign in to Power Apps.
Open a canvas app for editing.
Select Settings in the command bar.
On the left, select General.
To enable Microsoft 365 Copilot, set M365 Copilot in canvas apps (Preview) to On. To disable it, set the option to Off.
Select Save and then publish the app for the changes to take effect.
Microsoft 365 Copilot vs. Copilot chat
Microsoft 365 Copilot is replacing Copilot chat in canvas apps.
Known limitations
- Agents you author can't yet use in‑app user context to optimize their responses.
- M365 Copilot in canvas apps supports apps that use either SharePoint or Dataverse as a data source but not both within the same app.
- During the initial preview phase, for SharePoint, only applications containing a single SharePoint list will return answers to questions.
- If your canvas app connects to a SharePoint list through an environment variable, Microsoft 365 Copilot won't reference data from that SharePoint list.
- Microsoft 365 Copilot for canvas apps allows users to view data by using read-only operations. This capability means that users can only view data that matches their queries and can't make any changes. To make changes, customization with an agent is required.
- Microsoft 365 Copilot for canvas apps isn't available in the Power Apps mobile app.
- As this feature is being gradually deployed, certain settings in the Power Platform Admin Center might not be accessible yet, depending on the geographic location of your tenant.