Task 10: Test the Dataverse knowledge source

Introduction

Now you’ll help Contoso ensure that their customer service agent can effectively utilize the Dataverse knowledge source to provide accurate information.

Description

In this task, you’ll test the Dataverse knowledge source configured in Microsoft Copilot Studio to verify that the agent can retrieve structured data and provide relevant answers.

Success criteria

• You successfully tested the Dataverse knowledge source in Microsoft Copilot Studio.
• You verified that the agent can retrieve structured data from the Dataverse knowledge source and provide relevant answers.

Key tasks

01: Test the Dataverse knowledge source

Expand this section to view the solution

1. Select Knowledge on the top bar.

2. Verify Dataverse shows as Ready under Status before proceeding.

   

3. Select the refresh icon in the upper-right corner of the Test your agent pane to start a new conversation.

4. Ask the following about the accounts in the table:

   Which customers are located in Redmond? List them in a table with their name and address.

5. Ask a follow-up:

   Thanks. Who's the primary contact at city power and light?

   

   </details>