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 –

1. You can see that Tools is also a section in your custom copilot.
   
   
2. 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
   
   
3. 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
   
   
4. And it’ll ask you for permission to connect to your environment.
   
   
5. 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.
   
   
6. 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.
   
   
7. It’ll ask you for some required fields and finally permission as you are running it for the first time.
   
   
8. Once it successfully creates the record, it’ll respond based on the preferences set in the tool.
   
   
   
9. 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!

Thank you!