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Account & Contact Lookup Agent

A Copilot Studio agent that looks up account and contact information from Dataverse using generative AI orchestration.

Overview

This solution demonstrates a multi-agent architecture with a primary orchestrator and two specialized sub-agents:

Agent Description
Account Data Lookup Agent Orchestrates between account and contact lookups
Account Agent Finds accounts and retrieves account details from Dataverse
Contact Agent Finds contacts and retrieves contact details from Dataverse

The agents use the Dataverse searchquery unbound action to perform natural-language searches against Account and Contact tables, returning structured results.

Actions

Action Purpose Searched Columns
Find Account Search accounts by name, city, state, zip name, accountid, address1_city, address1_stateorprovince, address1_postalcode
Get Account Details Get full details for a specific account name
Find Contact Search contacts by name or parent account fullname, parentcustomerid
Get Contact Details Get full details for a specific contact fullname, parentcustomerid

Configuration

  • Model: GPT-4.1
  • Recognizer: Generative AI
  • Features enabled: Generative actions, model knowledge, file analysis, semantic search

Prerequisites

  • Power Platform environment with Dataverse
  • Account and Contact tables with data (sample data works)
  • Dataverse search enabled on the environment

Setup

  1. Import solution/AccountLookupAgent_1_0_0_4.zip into your Power Platform environment
  2. Publish the agent in Copilot Studio
  3. Test by asking questions like:
    • “Find accounts in New York”
    • “What are the details for Contoso?”
    • “Look up contact John Smith”

Project Structure 

account-contact-lookup/
├── README.md
├── solution/                    # Importable solution zip
│   └── AccountLookupAgent_1_0_0_4.zip
└── sourcecode/                  # Exploded solution source
    ├── solution.xml
    ├── customizations.xml
    ├── bots/                    # Bot configuration
    └── botcomponents/           # Topics, actions, and agent definitions

Publisher

Microsoft CAT (Customer Advisory Team)