Five retrieval patterns connecting Copilot Studio to Dataverse

Dataverse Retrieval Patterns for Structured Data in Copilot Studio Agents

Five ways to retrieve Dataverse data from Copilot Studio agents — Knowledge, List Rows, MCP Server, Search Query, and Prompt Tool. A decision guide with setup steps and trade-offs, flow charts and a handy interactive widget to help you pick the right method.

Apr 10, 2026 copilot-studio, dataverse

Test chat environment vs Teams deployment chaos

From DEV to PROD: Deploying Copilot Studio Agents to Teams and Microsoft 365 Copilot

Master the three deployment paths for Copilot Studio agents in Teams and Microsoft 365 Copilot. Learn how to customize manifests for DEV/TEST environments, leverage Setup Policies for auto-install and pinning, and deploy to M365 Copilot through the Admin Center.

Apr 7, 2026 copilot-studio, teams, deployment

Design Copilot Studio Agents for Teams (Because Test Chat Was Too Easy)

Eight production patterns for designing Copilot Studio agents that work well in Teams and Microsoft 365 Copilot - handling reinstalls, context management, error handling, and self-service troubleshooting with diagnostic cards.

Apr 7, 2026 copilot-studio, teams

A D&D adventuring party caught in a time loop, surrounded by test result scrolls with checkmarks and X marks

Closing the Loop: Automated Agent Improvement with Publish and Test

We added a publish command to the Copilot Studio plugin, enabling an automated edit-push-publish-test loop. A trial run on a D&D rules agent shows the progression from blank instructions to a stable 60% pass rate across 7 iterations.

Mar 29, 2026 copilot-studio, testing

One ship, many destinations. Some problems are timeless.

Dynamic MCP Routing in Copilot Studio: One Connector, Many Endpoints

How to route a single Copilot Studio connector to multiple MCP endpoints using a catalog service, dynamic Swagger dropdowns, and C# URL rewriting.

Mar 27, 2026 copilot-studio, mcp

Claude Code plugin for Copilot Studio - live agent authoring demo

Live Demo: Using the Claude Code Plugin to Author a Copilot Studio Agent

Watch a full live demo of building a complex Copilot Studio agent from scratch using the Claude Code plugin - from cloning to pushing, all in one session.

Mar 26, 2026 copilot-studio, plugin, video

Finding Darrell when someone types Darol — that's the whole post

Structured Data with Zero User Auth: Dataverse searchQuery in Copilot Studio

Build fuzzy, ranked search over Dataverse structured data with zero user sign-in. A step-by-step guide from indexing to a working agent, with progressive enhancements for OData filtering, pagination, and full record retrieval.

Mar 20, 2026 copilot-studio, dataverse

Open the Hood: What Your Copilot Studio Agent Is Really Doing

How to extract, read, and understand Copilot Studio conversation transcripts so you know what your agent is doing and why.

Mar 19, 2026 copilot-studio, tutorial

The Orchestrator’s Secrets: Chain-of-Thought & Transcript on Demand

Topics are where the secret switches are hidden in Copilot Studio. Two under-the-radar tricks: surfacing the orchestrator's chain of thought as it works, and pulling the full conversation transcript into a variable on demand.

Mar 17, 2026 copilot-studio, tutorial

A speech bubble and a monitor in a suit shaking hands while a confused little robot holds a sign

Salesforce Handoff to Copilot Studio: From Bare Docs to One-Click Deploy

The Copilot Studio + Salesforce Einstein Bot integration docs got a major overhaul: full Apex code samples, Named Credentials for secure auth, and deployment scripts that do everything for you.

Mar 13, 2026 copilot-studio, integration