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Business Value

With Microsoft Dataverse search, customers can have more control over rich Copilot and AI-powered experiences across agents in Microsoft Copilot Studio, Microsoft agents built on Dataverse, search, Dynamics 365, and Power Apps.

Feature Details

Dataverse search now

Except for the Default environment where it is on by default, Dataverse search is currently a regular opt-in search experience that’s mostly associated to a search bar in model-driven applications, where makers can identify a table or specific columns as Searchable.

As part of Dataverse search capabilities, the indexed data is also leveraged across generative AI experiences, such as Copilot experiences, to fetch records and use them as answers.

Storage used by Dataverse search is already reported and charged at the environment level as a table called RelevanceSearch and it is charged by its GB capacity. However, the search value used in generative AI experiences is not currently charged.

Dataverse search moving forward

Moving forward, Dataverse search will have its indexing process improved to increase its efficiency and quality search experience and, as such, will be the requirement for all generative AI-powered experiences, such as Copilot. We recommend you have Dataverse search enabled so users can enjoy a superior search experience in model-driven apps and leverage the power of generative AI-powered experiences. The storage consumption Dataverse search will increase to reflect the improved semantic Copilot indexing, where generative AI features like Copilot will become dependent on.

Dataverse search will have three distinct settings: On, Default, and Off.

On:

  • All experiences are enabled.
  • All respective data is indexed immediately increasing storage consumption.

Default:

  • All experiences are enabled except the Global Search bar in model-driven applications, which becomes visible on the first indexing trigger.
  • Respective data is only indexed when triggered: On uploading a file or associating a Dataverse table to a Copilot Studio Agent, skill creation in Copilot Studio, or on first Copilot query call (submitted via prompt).
  • Storage consumption is only increased when data is indexed.

Off:

  • All experiences are limited. More information in the sections below.
  • All respective indexed Dataverse data is deleted after 12 hours of disabling Dataverse search.

What makes Dataverse search?

Dataverse search consists of two separate indexes that power different experiences:

  • Dataverse search structured index: This is the index powering experiences across structured or tabular data stored in Dataverse. Examples of this index include search indexes over tables Dataverse like account, contact, custom tables, Dataverse relevance search, and so on.
  • Dataverse search unstructured index: This is the index powering experiences across unstructured data stored in Dataverse. Examples of this index include search indexes over files uploaded in Copilot Studio custom agents, customer service agents, and so on.

What are the experiences enabled by Dataverse search?

Multiple features within the Power Platform are enabled via Dataverse search. These experiences include:

Microsoft Copilot Studio agents

Dynamics 365 Copilot

Power Apps model-driven apps

Experiences across the Power Platform

How can I find out how much storage is consumed by Dataverse search?

Storage consumed by Dataverse search is already reported at the environment level as a table named RelevanceSearch. Moving forward, this table will be available for both database and file storage consumption and renamed to match accordingly:

  • “Dataverse search – Structured index” for database storage indexing and,
  • “Dataverse search – Unstructured index” for files storage indexing.

What entitlements are consumed by Dataverse search? Dataverse search consumes against the Dataverse entitlements available within your tenant:

  • Dataverse search structured index consumption counts towards Dataverse database capacity.
  • Dataverse search unstructured index consumption counts towards Dataverse file capacity.

How much will Dataverse search cost?

Dataverse search will be charged at the same rate as database capacity and file capacity, respectively, based on the content storage consumption (that doesn’t include the storage for the Dataverse indexed data).

This simple formula describes the charge: Dataverse search = Database capacity + files capacity (measured in GBs, just like database and files capacity)

When will Dataverse search start getting consumed against my storage entitlements?

Customers will not see any changes in storage consumption until April 6th, 2025. Starting April 7th, 2025, Dataverse search will start drawing from Dataverse storage entitlements as detailed above.

Dataverse search counts towards the different storage entitlements you have in the tenant. We recommend you manage your storage space and add storage to your environment as needed.

What actions can admins take?

To ensure optimal operations for the organization, admins with the proper permissions can either: increase capacity storage or reduce Dataverse search by performing the following tasks:

  1. Go to the Power Platform admin center and turn off Copilot experiences in model-driven apps.

  2. Disable Copilot experiences in Copilot Studio.

  3. Removing knowledge in Copilot Studio.

  4. Disable Copilot in Dynamics 365 applications.

  5. Disable AI prompts.

  6. Go to the Power Platform Admin Center and turn Dataverse search Off. However, we strongly recommend that you not do this as it will directly impact all dependent generative AI experiences in your different applications, and all users using them.

What actions can makers take?

The best option for a maker is to request their environment or tenant admin to turn Dataverse search On or Default, as its disablement leads to poor quality answers and overall generative AI experiences.

Impact of turning Dataverse search off

If Dataverse search is turned off, all indexed Dataverse data is deleted, and the experiences that depend on it are limited or unusable for all users of those experiences, which includes search and AI conversational capabilities.

Environment admins will have 12 hours to turn the feature back on with no implications.

During 12 hours:

  • All Dataverse indexed data will still be stored.
  • Dataverse search consumption is still reported.

After 12 hours:

  • All Dataverse indexed data is deleted.
  • No Dataverse search consumption.
  • Enabled experiences such as published agents and Copilot in published model-driven applications are limited.

Re-enabling Dataverse search

Selecting On. Once Dataverse search is turned back on after being turned off, all indexes are immediately re-triggered across all enabled experiences for them to work accordingly, and Dataverse search costs resume.

Selecting Default. Once Dataverse search is turned to Default after being turned off, the indexes are only re-triggered when a Copilot Studio skill is created using a file, Dataverse table, or if a prompt is submitted to an agent or Copilot. Only when the indexes are triggered do Dataverse search costs resume.

Impact of turning Dataverse search off across dependent experiences

Experiences that rely on Dataverse such as files upload and Dataverse tables, will be limited. Copilot Studio agents or features such as AI prompts will not be able to leverage these knowledge sources to ground or provide quality answers, and makers will not be able to upload files or associate Dataverse tables to Copilot Studio agents.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Apr 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

Reduce your client-side workload through Power Fx functions. These functions are reusable pieces of business logic that execute a specific set of commands within Microsoft Dataverse, running server-side. Drive business value by streamlining your development process, allowing cost-effective and flexible solutions, while democratizing the ability to create and manage business logic.

Functions make Power Apps a more powerful and scalable platform for organizations like yours, allowing you to build tailored, business-critical applications with minimal resources while maintaining control and governance.

Feature Details

You can now quickly compose and deploy simple yet powerful Power Fx business logic inside Power Apps (make.powerapps.com) without requiring deep coding expertise, formerly called low-code instant plugins. By simplifying the creation of business logic, you reduce your reliance on pro developers, accelerating your development process, cost efficiency, and reusability while democratizing application development. The feature name update to functions from plug-ins closely aligns with the capabilities of the feature. Functions are server-side logic that can be reused across multiple apps and solutions within Power Apps, promoting consistency and scalability across the organization:

  • Reusable components allow teams to standardize logic across multiple applications, reducing duplication of effort.
  • Scalable solutions can be built incrementally, allowing for easy expansion and adaptation as business requirements grow.

Key features:

  • Intuitive low-code formula language:
    • Familiar: Power Fx is a formula-based language, derived from Excel, making it intuitive and familiar for users who aren't traditional developers.
    • Easy to learn: Business users with minimal technical experience can create and manage functions with a minimal learning curve, reducing time to implement.
    • Rich functionality: Functions support a wide range of data manipulation, calculations, and conditional logic, allowing for diverse use cases.
  • Dynamic updates:
    • Easily adjusted: Power Fx formulas can be easily adjusted as business needs evolve, providing agility to respond to changing market or organizational conditions.
  • Reusability across applications:
    • Reusable functions: Once a Power Fx function is created, it can be shared across multiple applications within Power Apps, ensuring consistency in business logic across teams and departments.
    • Efficient scaling: Teams can save time by not having to re-create the same logic repeatedly across different solutions, reducing redundancies.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


Public preview date moved to Feb 2025
General availability date moved to Mar 2025
Nov 08, 2024
Timelines:
Early Access: ---
Public Preview: Feb 21, 2025
General Availability : Apr 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

The security roles risk assessment tool enhances your business security by ensuring compliance with baseline policies. It automates risk detection, flags noncompliant roles, and provides options for role owners to adjust privileges or request custom profiles. This proactive approach safeguards sensitive data, reduces vulnerabilities, and ensures regulatory compliance, ultimately strengthening your business's security posture and operational efficiency.

Impact on your business:

  • Enhanced security: Automating compliance checks and flagging noncompliant roles helps your business prevent unauthorized access and potential breaches.
  • Operational efficiency: Reduces the need for manual role audits, allowing your IT team to focus on strategic initiatives.
  • Regulatory compliance: Helps ensure your organization meets industry regulations and standards, reducing the risk of noncompliance penalties.
  • Tailored security: Custom profiles allow for flexible security management, meeting unique business needs while maintaining robust protection.

Implementing the security roles risk assessment tool in your organization ensures that security is continuously monitored, risks are swiftly addressed, and your data remains secure, providing peace of mind and a strong foundation for your business operations.

Feature Details

The security roles risk assessment tool is designed to elevate your business security and compliance standards. This feature automatically scans all security roles within Microsoft Dataverse, comparing each role's privileges against predefined baseline access levels. Noncompliant roles are promptly flagged, ensuring no potential security risks go unnoticed.

Key features and benefits:

  • Automated scanning:

    • Feature: Event-driven automated scans of all security roles.
    • Benefit: Continuous monitoring ensures real-time identification of noncompliance, reducing manual oversight and improving efficiency.
  • Noncompliance flagging:

    • Feature: Automatic flagging of roles that do not meet baseline policies.
    • Benefit: Immediate awareness of security risks allows for prompt action, mitigating potential threats quickly.
  • Role owner empowerment:

    • Feature: Notifications to role owners with options to adjust privileges, request exceptions, or create custom profiles.
    • Benefit: Empowers your team to proactively address compliance issues, tailoring security to meet specific business needs while maintaining control.
  • Custom risk assessment settings profiles:

    • Feature: Ability for role owners to create and submit custom profiles.
    • Benefit: Flexibility to accommodate unique business requirements without compromising security, with admin oversight to ensure adherence to policies.
  • Admin review and approval facilitation:

    • Feature: Environment admins review and approve or reject requests.
    • Benefit: Maintains a high security standard by ensuring all changes undergo rigorous evaluation before implementation.

Enabled for:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


Public preview date moved to Sep 2024 Aug 12, 2024
Timelines:
Early Access: ---
Public Preview: Feb 28, 2025
General Availability : ---
Last updated: Mar 25, 2025

Included in:
2024 release wave 2

Enabled for:
Users, automatically

Business Value

Improved maker experience for working with unmanaged customizations in Microsoft Dataverse. Users will spend less time investigating issues related to unmanaged customizations and will have the ability to better organize solutions.

Feature Details

This feature will improve the maker experience so that citizen developers can easily spot unmanaged changes and work with them in bulk, either moving them to an unmanaged solution or removing them when not needed. These changes will ensure that citizen developers will have fewer issues with solutions from missing dependencies, unintentional layers that hide other solution changes, and significantly reduced effort to manage solutions.

These are the changes in solutions experiences in the Power Apps (make.powerapps.com):

  • A new column Customized in solution views to indicate if a solution object has active customizations.
  • Ability to multiselect and add components to another solution.
  • Ability to multiselect and initiate removal of active customizations.
  • Detecting missing dependencies during export and prompting the user to add unmanaged required components to the solution.

Enabled for:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Oct 30, 2024
Last updated: Dec 20, 2024

Included in:
2024 release wave 2

Enabled for:
Users, automatically

Business Value

Integration with source control systems is a key aspect of enterprise software development change management. It allows customers to audit all changes, and will allow for review of changes before they're deployed to production environments and will protect customers from mistakes by allowing easy rollback of changes. This feature also allows for larger team development supporting multiple isolated development environments.

Feature Details

This feature will allow customers to provide an Azure DevOps source code repository to bind to the environment and solutions. Changes made to solution components will then be available to commit to the repository, and changes made to the source code from other environments or by direct modification of the files will be available to be pulled into the environment. Conflicts between those changes will be identified and resolved by the user.

Solution files for deployment to other environments are built directly from source control alone without having an environment present and deployed to other environments using our Power Platform tooling or by the user with pipelines in Power Platform. Customers can use advanced source management techniques as well as implement governance controls to ensure the quality of code and deployments to other environments are consistent with their policies and practices.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


Public preview date moved to Nov 2024
General availability date moved to Jan 2025
Nov 08, 2024
Timelines:
Early Access: ---
Public Preview: Nov 5, 2024
General Availability : Apr 2025
Last updated: Mar 25, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

Ingest data into existing Microsoft Dataverse tables faster and with higher confidence by using the assisted mapping feature. The assisted mapping feature within standard dataflows uses AI to provide recommendations on which existing Dataverse table you should ingest your new data into. Once a table is selected, this feature also provides column mapping suggestions based on the semantic meaning of the column names and column data types. Lastly, it helps improve data quality by alerting the user to any column type mismatches prior to publishing the dataflow.

Feature Details

This feature will update the current Load to existing table option within standard dataflows in Power Platform. It will provide general UI updates and functionality to recommend what existing Dataverse tables new data should be mapped to. Once a target Dataverse table is selected, this feature will also provide recommendations for how the columns should be mapped and alert users to any type mismatches.

Enabled for:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.

Change history


Public preview date moved to Jul 2024
General availability date moved to Sep 2024
Jun 03, 2024
Timelines:
Early Access: ---
Public Preview: Dec 2, 2024
General Availability : May 2025
Last updated: Mar 25, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Users, automatically

Business Value

When you link Microsoft Dataverse to Microsoft Fabric, Dataverse data is available for you to work with Fabric tools. You can combine your data from Dynamics 365 and Dataverse with data in Fabric sourced from your own data warehouses, devices, sensors, or linked from other clouds using shortcuts. You can not only join, aggregate, but also apply AI and machine learning to detect patterns and trends. Insights you find aren't useful unless you can drive action with those insights. Now, the insights you find in Fabric, such as KPIs and aggregated data, are available back in make.powerapps.com so that makers can build apps and act without having to make copies or use non-Microsoft tools.

Feature Details

The link to Microsoft Fabric feature in Dataverse allows you to extend your data and insights in Dynamics 365 and Power Apps in Microsoft Fabric. Bring your own data into Fabric and combine, reshape, and aggregate data from Dataverse. Use Fabric tools, such as SQL, Spark, and dataflows to work with your data within Fabric. For example:

  • Combine financial data from Dynamics 365 with financial data from other systems to derive consolidated insights.
  • Merge historical data ingested into OneLake from legacy systems with current business data from Dynamics 365 and Dataverse.
  • Combine weblogs and telemetry data from your website with product and order details from Dynamics 365.
  • Apply machine learning and detect anomalies and exceptions within your data.

Insights aren't complete unless you can drive action and business processes. Bring insights you found in Fabric to build apps, drive business processes with Power Automate without data copy, no-ETL, or non-Microsoft integration tools.

With Dataverse virtual tables sourced with Fabric, your low-code app builders connect to data in OneLake and build apps with Power Apps to drive business actions. Additionally, with Power Pages, low-code makers can build external-facing websites and drive action from OneLake insights with partners, suppliers, and customers.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: Nov 15, 2023
General Availability : Nov 28, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2
2023 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

Support the application lifecycle management process where security role privilege updates are honored after managed solution import.

Feature Details

When a Power Platform admin modifies security roles that are system-predefined customizable or custom security roles previously imported by a Dataverse managed solution, these customizations can be overwritten by importing an update to the managed solution containing those security roles or when the system refreshes these security roles.

With this feature, the system predefined customizable security roles, custom security roles, and privileges will be merged with the updates to the security roles and privileges done by the Power Platform admin in an environment instead of overwriting the preexisting updates.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history


Public preview date moved to Aug 2024
General availability date moved to Sep 2024
May 15, 2024
Timelines:
Early Access: ---
Public Preview: Oct 31, 2024
General Availability : Feb 28, 2025
Last updated: Mar 14, 2025

Included in:
2024 release wave 2
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

You can protect against data exfiltration by managing and controlling what apps can run in your Dataverse environment. Data exfiltration safeguards help prevent sensitive information from unauthorized removal or extraction from your environment. This allows a business to maintain business continuity and comply with regulatory requirements.

Feature Details

By default, when the App access control feature is activated, only approved apps can run in an environment, such as Dynamics 365 Sales or Dynamics 365 Customer Service. The local environment admin specifies which apps can be run by users in the environment. Unauthorized apps are blocked when a user tries to access them.

To help administration with selecting which apps to approve for use, we recommend that you turn on audit mode, for at least one week, to get the list of apps that your users are running in an environment. Using this audit log list, you can determine which apps you want to allow or block.

For apps that are allowed access, you can assign security roles to restrict who can run those apps in the environment. Only users assigned to the selected security role can run the apps.

Admins can navigate to the Security > Access controls page in the Power Platform admin center and then turn on the App access control feature. Admins can select the applications and the relevant security roles for which they want to allow access.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


Public preview date moved to Aug 2024
General availability date moved to Sep 2024
Jun 16, 2024
Timelines:
Early Access: ---
Public Preview: Dec 13, 2024
General Availability : Apr 2025
Last updated: Mar 19, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

What sets solution management apart from the competition is its end-to-end application lifecycle management (ALM) capabilities within Copilot Studio that has deep integration with Microsoft 365. Unlike other products where customers rely on ALM tools outside the product and from the market, solution management in Copilot Studio ensures ALM capability to create, edit, extend, and deploy copilots with ease of use, better results, and cost-effectiveness.

Feature Details

Key Features:

  • Create copilots using solutions.
  • Set my preferred solution in Copilot Studio.
  • Create copilots and components using a preferred solution.
  • Edit and extend copilots and components using a preferred solution.
  • Deploy copilots and components using pipelines in Power Platform with a single click.
  • Share copilots and components with a user or team.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Oct 11, 2024
General Availability : Dec 16, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

Support for knowledge files up to 1 GB adds flexibility for customers to seamlessly work on larger volumes of data, compared to the current size limit of 92 MB.

Feature Details

The solution size increase to 1 GB feature will use chunking for both upload and download of solution files. We have new endpoints for these in the Microsoft Dataverse APIs.

The changes will affect both Microsoft Copilot Studio and Power Apps (make.powerapps.com) because Copilot Studio uses a Power App widget with the solutions page.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history
Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : Apr 2025
Last updated: Feb 25, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

Makers can add their enterprise data, such as Dynamics 365 data and Power Apps data powered by Microsoft Dataverse so that their custom copilots can provide users with relevant business insights using retrieval augmented generative (RAG) technology.

Feature Details

In the age of AI, it's essential for customers to integrate enterprise knowledge with foundational models to derive enterprise value. This encompasses enterprise data and data within application silos. Custom copilots equipped with knowledge enable straightforward grounding of large language model responses in enterprise data stored in Dataverse representing Dynamics 365 and Power Apps, providing users with relevant business insights, securely and in a compliant manner. This feature empowers makers to enrich their custom copilots with knowledge sources against enterprise data stored in Dataverse.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history


General availability date updated to Feb 2025 Dec 12, 2024
Timelines:
Early Access: ---
Public Preview: May 23, 2024
General Availability : May 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1
2024 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

The owner of the agent can maintain the integral functions of the agent and its components without being disrupted by consumers after acquiring the agent.

Feature Details

Allows comprehensive extension of agent components by:

  • Whether or not to allow change of state for all agent components.

  • New managed property to allow change of enable or disable state of agent components.

  • Whether or not to allow addition of agent component type.

  • New managed property to allow the addition of topics. - New managed property to allow addition of knowledge. - New managed property to allow addition of actions.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history
Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : May 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

This feature empowers you to build applications through lookups and filtering using the power of virtual tables. This allows you to build complex multi-table applications where virtual table to native table relationships can be defined.

Feature Details

In this feature, we're allowing the virtual table to native table relationships. The following capabilities will be available.

Simple lookup CRUD operations:

  • Filters (AND, OR) and conditions (all operators)
  • Order by lookup field
  • Multiple lookups (CRUD, filters, conditions, ordering)
  • Paging

Expansion types of join (inner, left outer, ...):

  • Link without relationship
  • Retrieve all attributes
  • Order by (expanded field, combined clauses)
  • Filters (AND, OR) and conditions (all operators)
  • Paging
  • Multi-level expand
  • One-to-many expand scenarios

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: Aug 20, 2024
General Availability : Oct 4, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2
2024 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

Customers can add their CRM data, including Dynamics 365 applications, as knowledge to their declarative copilots and Copilot agents.

Feature Details

Enterprise data as knowledge is crucial for business copilots. Enabling Microsoft Dataverse, containing data from Dynamics 365 as grounding data for declarative agents, built from Microsoft Copilot Studio will enable makers to build Copilot agents that understand your line of business (LoB) data. This capability already exists in custom agents built from Microsoft Copilot Studio. We are extending this to Copilot agents.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


Public preview date moved to Mar 2025
General availability date updated to To be announced
Jan 21, 2025
Timelines:
Early Access: ---
Public Preview: Mar 23, 2025
General Availability : Jun 2025
Last updated: Mar 25, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

As a finance and operations apps user, when you use Microsoft 365 Copilot in Teams to interact with finance and operations business data, you can directly navigate to the respective finance and operations record from copilot responses using deep links. This allows you to view additional information associated with a record that you query. You'll have a link to select to directly open the record in a browser.

Feature Details

This feature allows you to navigate directly to a specific record inside a finance and operations application if you want to view additional information related to that record. When you access finance and operations records through Copilot for Microsoft 365 apps, you'll be provided with a link to see the key aspects of the record using adaptive cards. In case you want to perform more actions with the record, open the record from the link provided and select the link to navigate directly to the finance and operations record allowing you to view or modify it.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history


Public preview date moved to Apr 2024
General availability date moved to Sep 2024
Jun 12, 2024
Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : Jun 2025
Last updated: Jan 23, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

Independent Software Vendors (ISVs) can now offer bundled solutions for their customers that can simplify and automate business journeys through low code and generative AI. The ISVs partnering through this can develop the low code AI ecosystem offering that contains the Power Platform connector, which can be extended to a copilot connector + the flow template based on a Power Platform connector, and custom copilot agents for their use cases.

This solution bundle empowers the customers of the ISVs and solution integrators to build on top of this solution. It also allows them to simplify for the end users the hassle of choosing the right product for automating their business needs.

Feature Details

With the launch of the new certification experience in Build 2024 for Independent Software Vendors (ISVs) to certify copilot connectors (Power Platform based) developed in the maker portal and Microsoft Copilot Studio through Partner Center, you can get the following results:

  • 99% certification efficiency gain by reducing the time from 40 days to 48 hours (P80).
  • 100% automated partner vetting, ensuring the authenticity of ISVs and partners through OneVet on Partner Center.
  • 72% simplification in submissions by reducing manually captured metadata and instead relying on attributes provided in package JSON.

For Ignite 2024, we extend the certification journey to bring all Microsoft Copilot Studio under one umbrella of certification in Partner Center to also accept copilot templates and copilot agents built by partners and ISVs for certification. This enables a starting point for our end customers and accelerates the ability for customers to install, extend, and deploy copilot agents to their environments.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: May 15, 2024
General Availability : Nov 2024
Last updated: Oct 28, 2024

Included in:
2024 release wave 2
2024 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

Copilot Studio provides a one-place solution for building and extending Copilots from Microsoft and custom copilots. Makers can create plug-ins that can be published for various copilots.

Feature Details

All copilot extensibilities can be managed from a single place in Microsoft Copilot Studio, giving customer engagement app admins the needed governance controls to enrich the user experience for Copilot for Sales with plug-ins.

With this feature, it's now possible for various copilot administrators to also manage the extensibility of Copilot for Sales and other vertical copilots in Microsoft Copilot Studio. Customer engagement app admins managing Copilot for Sales can browse out-of-the-box plug-ins as well as plug-ins published by makers. Admins can enable or disable any plug-in for users.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history


Public preview date moved to Jun 2024
General availability date moved to Sep 2024
Jun 17, 2024
Timelines:
Early Access: ---
Public Preview: Jun 19, 2024
General Availability : Dec 2024
Last updated: Nov 20, 2024

Included in:
2024 release wave 2
2024 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

This feature provides an easy way for you to connect Copilot for Microsoft 365 to additional data sources, increasing the scope of their AI capabilities. Reduces time to discover important data and trends. Streamlines work through the use of natural language queries.

Feature Details

Using Microsoft Copilot Studio, you can extend Copilot for Microsoft 365 by creating connector plug-ins using out-of-the-box or custom connectors. By following step-by-step prompts, users will be able to connect to a data source, specify the actions they would like copilots to be able to execute, provide sample questions for users to get started with their queries, and provide adaptive cards to present data in easy-to-understand formats.

Enabled for:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: May 21, 2024
General Availability : Mar 2025
Last updated: Feb 19, 2025

Included in:
2024 release wave 2
2024 release wave 1

Enabled for:
Users, automatically

Business Value

Create copilot actions for finance and operations apps in X++ code and can be configurable and available in Microsoft Copilot Studio.

Feature Details

As a finance and operations apps developer, you can create Copilot actions in X++ code and make them available and configurable in Copilot Studio and consume them in different copilot apps.

This feature helps developers of finance and operations such as apps to wrap, create, update, and delete functions of finance and operations as Copilot actions using X++ code. These copilot actions will start appearing in Copilot Studio for non-Microsoft app consumption and extensions. These actions can be published to copilots and invoked through copilots using Generative AI capabilities.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history


Public preview date moved to Jul 2024
General availability date moved to Sep 2024
Jun 19, 2024
Timelines:
Early Access: ---
Public Preview: Jul 15, 2024
General Availability : Apr 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1
2024 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

Users, admins, and non-admins can easily look up Microsoft Dataverse security roles and their respective privileges online in our documentation or ask Microsoft Copilot in Bing. System application users and their security roles are also documented and can be inquired using Copilot in Bing.

Feature Details

Power Platform services from Microsoft ship services, which include security roles and application users, frequently. These roles and applications are automatically documented on our Microsoft learn site with standard and consistent content. Customers can use Copilot in Bing to find the list of privileges in a security role and the differences between security roles without asking a local admin to get into a Dataverse environment to do that.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Sep 2025
Last updated: Mar 18, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

You can seamlessly transfer actions created in Microsoft Copilot Studio from one Power Platform environment to another by utilizing a solution. This capability ensures that actions aren't only easily portable but also maintain their integrity and functionality across different environments. By leveraging solutions, you can streamline the process of moving actions, thereby enhancing efficiency and reducing the risk of errors during transitions. This feature is particularly beneficial for organizations that operate in multiple environments, as it simplifies the management and deployment of actions, ultimately contributing to a more agile and responsive development process.

Feature Details

Actions created in Copilot Studio will be automatically saved in a solution at the time of creation. If you do not have a desired solution added, a new solution will be created with the name of the action. This feature simplifies the process for you to move actions across different environments.

Solution

When you need to transition to another environment, you can effortlessly export the solution by clicking the 'Export solution' button on the details page of the current environment. Subsequently, you can import the solution into the target environment directly from Copilot Studio. This streamlined process ensures that actions are easily transferable and maintain consistency across various environments.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history


General availability date moved to Feb 2025 Dec 05, 2024
Timelines:
Early Access: ---
Public Preview: May 21, 2024
General Availability : Feb 28, 2025
Last updated: Mar 14, 2025

Included in:
2024 release wave 2
2024 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

Enhance the data quality so your users can efficiently process or respond to customer feedback and inquiries by using the generative AI functions in AI Builder, Power Apps, canvas apps, low-code plugins, Power Automate, and model-driven apps.

Feature Details

Information workers are bombarded with huge amounts of data and spend considerable time reading and processing it daily. Much of this time is spent preparing to respond to inquiries.

With this feature, data can be easily summarized into information, responses can be prioritized based on urgency (sentiment), responses can be categorized (classifying), pertinent info can be extracted (email, phone), and replies can be generated by using Microsoft Dataverse copilot generative AI functions. This copilot AI information can be defined and extended as part of the record and can be queried using copilot.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: Mar 31, 2024
General Availability : Apr 2025
Last updated: Jan 23, 2025

Included in:
2025 release wave 1
2023 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

Virtual tables with this feature will be solution aware. You will be able to add virtual tables to a solution and export and import them into different environments.

Feature Details

Environment variables play a key role in the application lifecycle management (ALM) process, allowing for seamless movement of applications across different Power Platform environments. When creating a virtual table, you can now associate it with its own environment variable.

To take advantage of this functionality, simply select Use environment variables when choosing a connection for your data source during virtual table creation. This feature links the environment variable directly to the virtual table provider, offering flexibility to modify data sources when importing the virtual table into a new environment.

The environment variable for a virtual table contains references to a connection reference. During solution import into a target environment, the developer or maker can modify or edit the connection reference.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Nov 22, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

With this feature, you get real-time data updates. The Snowflake connector facilitates real-time data updates between Power Apps and Snowflake. This allows you to have up-to-date information readily available for analysis and decision-making. Another benefit is enhanced data interaction. The connector allows you to view and perform CRUD (create, read, update, delete) operations on Snowflake data through Microsoft Dataverse virtual tables in Power Apps. This enhances data interaction and usability.

Feature Details

The new Snowflake connector allows seamless connection between Dataverse and Snowflake, allowing you to build model-driven or canvas apps with ease in Power Apps, as well as supporting interactive and dynamic data manipulation. You can create, update, delete, and retrieve items in Snowflake tables, providing a seamless experience for managing data. Key features include the ability to create Dataverse virtual tables from Snowflake and real-time data synchronization, and advanced data manipulation through custom SQL statements in Power Automate flows.

These capabilities provide you with immense value by improving data accessibility, enhancing your experience, and allowing more efficient data management. With the Snowflake connector, you can leverage the full potential of Power Platform to drive actionable insights and streamline your workflows.

Additionally, it's worth noting that this new connector is a significant upgrade, replacing the older Snowflake connector (deprecated) that has been in use for some time. As part of this transition, the old connector will be deprecated on May 26, 2025, ensuring that you benefit from the latest features and improvements offered by the new Snowflake connector.

Enabled for:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.

Change history
Timelines:
Early Access: ---
Public Preview: Nov 21, 2024
General Availability : May 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Users, automatically

Business Value

This feature allows customers using sovereign clouds like GCC, GCC-high, and DoD to benefit from the virtual table feature without having to copy large volumes of data from legacy storage systems.

Feature Details

  • Virtualization of external data sources like SQL, Salesforce, SharePoint, Snowflake, Fabric, Oracle.
  • Create one-to-many and many-to-one relationships between Dataverse native tables to virtual tables and vice versa.
  • Create one-to-many and many-to-one relationships between two virtual tables.
  • Sort and filter on virtual tables.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Apr 2025
Last updated: Jan 24, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

Improve solution availability and business continuity for your business-critical applications and data.

Feature Details

Feature benefits include:

  • Allow production environment self-serve failover directly from Power Platform admin center.
  • Self-serve disaster recovery drills.
  • Self-serve failover with up to the minute last sync time (data loss) that customers can compare with their stated recovery point objective (RPO) and make an informed decision to failover or not.
  • Self-serve failback that empowers the customer to determine whether and when to switch back to the primary location.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history


General availability date moved to Jun 2025 Feb 21, 2025
Timelines:
Early Access: ---
Public Preview: Jan 22, 2025
General Availability : Apr 2025
Last updated: Mar 20, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

Restore any deleted table records yourself. This saves you the engineering support and the wait time formerly needed to recover deleted record data.

Feature Details

As part of the regular business processes with Microsoft Dataverse, users often delete records or transactions either manually or systematically, either planned or by accident, using system processes, single selection, multiple selections, and bulk deletion. Retrieving deleted data is hard and often records aren't always recoverable. To address this limitation, the recycle bin is available to recover table record data from any type of delete scenario within a specified configurable time frame, from both UI and through APIs/SDK.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history


Public preview date moved to Jun 2024
General availability date moved to Sep 2024
Jun 18, 2024
Timelines:
Early Access: ---
Public Preview: Jun 30, 2024
General Availability : Mar 2025
Last updated: Feb 19, 2025

Included in:
2024 release wave 2
2024 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

This feature allows the maker to create relationships between disparate enterprise applications in Microsoft Dataverse and retrieve external data using relationships at run time in a canvas or model driven application. This feature offers significant value to businesses that are modernizing their applications and who don't want to copy large volumes of data from various data stores to Dataverse.

Feature Details

This feature allows makers to create relationships between two virtual tables whose data source could be different or the same. It has these benefits:

  • Allows the maker to create a one-to-many or many-to-one relationship between two virtual tables of any external source.
  • Allows the maker to create sorting and filtering of these two virtual entities with relationships.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Dec 17, 2024
Last updated: Jan 08, 2025

Included in:
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

Allows customers to perform a self-serve environment move from source tenant to target tenant to meet compliance requirements.

Feature Details

The tenant-to-tenant environment move feature empowers tenant administrators with the ability to self-serve and migrate their environments from a source tenant to a target tenant using PowerShell. This feature is designed to streamline the migration process, providing admins with greater control and flexibility.

By leveraging PowerShell, tenant admins can initiate and manage the migration process independently, without the need for extensive support or intervention.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


Public preview date moved to Feb 2025
General availability date moved to Mar 2025
Jan 08, 2025
Timelines:
Early Access: ---
Public Preview: Feb 3, 2025
General Availability : May 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

To comply with standard security protocol, Dynamics 365 Customer Engagement (on-premises) servers must meet the standard Transport Layer Security (TLS) and current cipher suites requirements. This includes any on-premises server used to communicate server-to-server with online Dynamics 365 or Power Apps services, such as Exchange Server (on-premises) and web servers that are hosting clients or services. Non-supported cipher suites, such as TLS_RSA, will be deprecated. You can now use TLS 1.3 protocol for improved security, faster handshakes, enhanced privacy, and simplified cipher suites.

Feature Details

You can use on-premises servers for the following services:

  1. Server-side sync (for Exchange emails).
  2. Outbound plug-ins.
  3. Web (server-to-server) integration.
  4. Environment discovery using the regional discovery service.

Dynamics 365 Customer Engagement (on-premises) computers and network can upgrade the TLS protocol from TLS 1.2 to TLS 1.3 to better secure communications over the internet.

TLS 1.3 simplifies and enhances security by using only three cipher suites with perfect forward secrecy (PFS) and authenticated encryption with additional data (AEAD). This streamlines the protocol and ensures robust security. Key improvements include:

  • Privacy enhancements: Minimal cleartext protocol bits prevent protocol ossification and hide content length, reducing visible user information on the network.
  • Confidential client authentication: Unlike previous versions, TLS 1.3 ensures client authentication is always confidential, eliminating the need for renegotiation and reducing round trips and CPU costs.

TLS 1.3 offers better security, privacy, and efficiency over TLS 1.2.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Dec 6, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

This feature allows makers to virtualize SQL views in Microsoft Dataverse. This is an advanced feature that allows the maker to virtualize SQL views and eliminate the need to virtualize individual tables in Dataverse.

Feature Details

  • Makers can virtualize SQL views in Microsoft Dataverse.
  • Allows the maker to build retrieve multiple for these virtualized SQL views.
  • Allows the maker to sort and filter on these virtualized SQL views in Dataverse.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history


General availability date moved to Mar 2025 Jan 07, 2025
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Mar 11, 2025
Last updated: Mar 25, 2025

Included in:
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts