Tools to perform actions in Custom Copilots | Copilot Studio

November 30, 2025November 30, 2025 priyeshwagh777 Dataverse, microsoft copilot Copilot Studio, custom copilots, Dataverse, microsoft ai

If you are new to modifying existing Copilots and creating some of your own, here’s how you can use Actions in Copilots to ‘perform an operation’ rather that using AI to only ‘query’ information

Tools in Custom Copilots

Given that you are building a Custom Copilot (or even editing an existing one), here’s where you can add Tools from –

You can see that Tools is also a section in your custom copilot.
When you click on Add Tool, you’ll be able to select from a variety of readymade connectors available and you can even select from a Connector to an MCP server.
For simplicity of this example, let’s select a readymade Microsoft Dataverse tool
Just like in Power Automate, this tool will let you select one of the operations supported by Tool in Copilots.
We’ll select a simple one – Add a row
And it’ll ask you for permission to connect to your environment.
Once you click on Add and configure, it’ll simply give you the configuration page to go ahead and configure the tool.
I’ll select the parameters as I don’t want to leave it to AI yet.
And then, you can test this once you Save the tool. You’ll see that with the right query, the Tool is hitting the connector as you test.
It’ll ask you for some required fields and finally permission as you are running it for the first time.
Once it successfully creates the record, it’ll respond based on the preferences set in the tool.
This will then create an Account in your environment.

Usage

While interacting with the tool, your Custom Copilot will detect that you are attempting to create a record and it’ll invoke the right tool to do so – which will perform the said operations on your behalf.

Now, this is a simple example but it can extrapolate to larger use cases where you can build meaningful tools for your use cases.

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Deploy Copilot for Sales in your organization – Part 1 | Provisioning

May 6, 2025May 18, 2025 priyeshwagh777 microsoft copilot copilot, copilot for sales setup, microsoft ai, microsoft copilot

Here’s how you can setup Copilot for Sales in your organization given that you have the correct privileges –

Make sure Copilot for Sales license is assigned to the User who will be using it.
Then, in the Admin Center, go to Integrated Apps under Settings and look for Get Apps.
Search for Copilot for Search in the box on the top right and Copilot For Sales will show up as follows.
Once you click Get it now, you’ll need to confirm the same.
It’ll then continue to setup and show the App that is getting deployed which is part of the Apps setup in M365 itself.
It’ll also let you either select the Entire Organization or select the Users whom you want to deploy this to.
Finally, Accept the permissions listed in case of no objections based on your orgs’ policies.
You’ll need to re-authenticate with the Admin User you are using to set this up with.
Once done, you’ll see that the permissions are accepted.
And finally you can Finish the deployment.
This is when the Deployment is completed.
And you can confirm that the App is now enabled for the said user.

In the next post [Releasing on 8th May 2025], we’ll see how you can setup Copilot for Sales under it’s own Settings through a Tenant Administrator!

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Deploy Custom Copilot to Teams as an App

January 26, 2025January 26, 2025 priyeshwagh777 microsoft copilot Bot Framework, custom copilot, microsoft azure open ai, Project Operations

Here’s how you can deploy a Custom Copilot to a Teams Chat given that your Custom Copilot is ready and Published.

In case you are also looking to create your first Copilot, this post might help you [although it has a different use case: Create your first custom Copilot for Customer Service Hub – Part 1 | Create Copilot]

Let’s see how you can now deploy your Copilot to Teams chat. One of the first ways to deploy your Copilot!

Custom Copilot in Copilot Studio

Here’s your custom copilot and here’s how you can publish it to Teams chat –

Go to the Channels section in the Custom Copilot. Make sure it is already Published.
When Copilot for Teams is yet not enabled, you’ll see a button to enabled for Teams called as “Turn On Teams” as shown below.
When you turn it on, it takes a few moments and the Bot is then ready to be opened in Teams.
You also have preferences to set around it’s access and whom do you want to share it with.
First, you can click Open agent and make sure it’s letting you add to your own Teams as an App.
When you click on Open agent, it’ll redirect you to your Teams asking you to confirm if you want to add it to Teams as an App.
Once you click Add, you can see it appear in the chat as well as an App which you can pin.
And that’s how the interaction with your Bot will be.
In my Use Case, I’m simply mentioning the name of the Project and who the new PMO should be for that project.
So, based on the above chat, I’m setting Abhishek Kumar as the new PM for the BH Road Project and I can see it reflect in Project Operations. Behind the scenes, my Custom Copilot is using Flow to update the Project Manager on the Project, simple!
Coming back to settings on availability of the bot, you can click on Availability Options and see the below settings.

and then, you can either share a link, share it with the org or download and manually upload to Teams.

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Create your first custom Copilot for Customer Service Hub – Part 2 | Authentication

July 10, 2024 priyeshwagh777 microsoft copilot ai, copilot, custom copilot, customer service, Dynamics 365, microsoft, microsoft copilot, Power Platform

Now, you must have created your own Copilot to be deployed for the Customer Service Hub. If not, here’s the link to Part 1 of this blog – Create your first custom Copilot for Customer Service Hub – Part 1

Configure User Authentication with Microsoft Entra ID

Here’s how you can configure the User Authentication with Microsoft’s Entra ID for your Copilot to be authenticated with –

Go to the Azure Portal [https://portal.azure.com/], then given the appropriate permissions your might have, you should be able to create an App Registration
Now, create on New Registration –
Now, give it a suitable name so that you can identify that the purpose of this App Registration is for Copilot. Select multi-tenant, leave Redirect URI blank and click on Register.
Once ready, go to Authentication and then click to add Platform.
In the platform selection, click on Web.
Now, enter the URIs – First, enter the first URI, make sure to select Access tokens and ID tokens in Implicit grant and hybrid flows section and then click Configure.

https://token.botframework.com/.auth/web/redirect https://europe.token.botframework.com/.auth/web/redirect
Then, go ahead and add the Second URI from the main screen itself. Then, click Save and refresh the page once.
Now that both the URIs are added, click on the configuration link to consider both the links for configuration.
Now, you’ll be taken to this pane where you can click
Now, both the URIs will appear here.
Next, generate Client ID and Client Secret as you’ll need these details too –

Set Copilot Authentication to use Custom Authentication

Going back to the Copilot itself, set the Authentication you just created in the Azure Portal –

Go to Settings on the Copilot to use the Custom Authentication.
Go to Security section and then select Authentication.
Select Authenticate manually and then enter the details as shown below. Enter the Client ID and Secret which you must’ve saved before.
Next, come back to Copilot Settings and in Security, go to Settings and then look for Web channel security.
Once you open it, you’ll find that the Secured Access is disabled. Go ahead and enable it.
It takes up to 2 hours for it to take effect. Till then, old settings apply.
Finally, in Channels, select Customer Service Hub so that you can connect to the Customer Service Hub.
On the right hand side pane which opens up, you’ll see that this is not connected. Click the Connect button.
It connects to Customer Service Omnichannel in a few moments.

Part 1: Create your first custom Copilot for Customer Service Hub – Part 1

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Create your first custom Copilot for Customer Service Hub – Part 1 | Create Copilot

July 8, 2024July 10, 2024 priyeshwagh777 Dynamics 365 CE, microsoft copilot ai, artificial-intelligence, copilot, custom copilot, dynamics 365 custom copilot, microsoft, Power Platform

Now, if you already have Copilot Studio in your Organization or have created a trail [Start your Copilot Studio Trial], you might be looking to build your first Copilot. Here’s how you can do it –

In this example, I’m creating a Copilot to help new Customer Service Reps at the organization to search and seek help about the organization itself quicker.

Create your Copilot

Here’s how you can start building your first custom Copilot –

In your Copilot Studio environment, you must be seeing this New Copilot button in Copilot section. Click that.
Here’s you need to start describing the Copilot you are looking to create. This is optional but recommended to do so as first step. It’ll ask you some questions on the context of the Copilot which you are looking to create.
After it gathers some information from you, it’ll summarize what the Copilot is aimed to do.
Now, once done you can click Skip to Configure to go to the next step.
Further, you can name the Copilot and then start adding Knowledge by adding sources where the Copilot will source information from.
Some of the most common ways for the Copilot to source knowledge from is from website and SharePoint data itself.
In this example, I’m sourcing some information about whitepapers from thecompany’s website itself.
Now, once this is ready, I’ll further proceed to Create the Copilot itself once relevant Knowledge links have been added as required. Once done, click Create.
Now, once the Copilot is created – it’s ready to be configured further or even ready to be Published if nothing else is to be added at this point.
You can scroll down in the details section and find that the Copilot is ready to be Published.
Note that based on the Copilot settings for Channel, it’s only available to Teams at first – but you need to configure for other channels – like Customer Service Hub [in this case]
Now that this is published. –
Your Copilot is now ready!

In the next blog, we’ll connect this Custom Copilot to Customer Service Hub – Create your first custom Copilot for Customer Service Hub – Part 1 | Create Copilot

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Start your Copilot Studio Trial

June 15, 2024 priyeshwagh777 microsoft copilot ai, artificial-intelligence, copilot, Copilot Studio, Micorsoft Copilot Studio, microsoft, microsoft copilot, Power Platform

Here’s how you can try out Copilot Studio for free first. Along with that, here’s the Copilot Studio Pricing – https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio#Pricing

Copilot Studio Trial

Here’s how you can start your own Copilot Studio Trial.

Navigate to the Copilot Studio homepage – https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio
You’ll see this Homepage and you can see a button to Try free
Then, just like any other Sign up process for Microsoft products, you can start by the entering the Email of the org which you want to provision this on.
Once you click Next, you’ll be asked to Sign In once everything looks good to be provisioned.
Once you Sign In, you’ll be asked for Region and Phone.
Once you click on Get Started, you’ll be asked for final confirmation and then it’ll start provisioning.
Once you click on Get Started, it’ll take a few minutes to get provisioned.
Then, you’ll finally see Copilot Studio show up. Select your region and Get Started.
Finally, switch to the right environment which you wish to work on.
It’ll start with a Welcome Wizard and you are ready to go and start your Copilot Journey!

And this is where you can start exploring within the Copilot Studio!