Tag: Dataverse

By Halilcan Soran · Power Platform & AI Agents · Senior Business Analyst at Visa · Published May 21, 2026

Microsoft published Dataverse Is Your Agent Data Platform: Here’s What’s New on May 5. I already wrote about the positioning shift, but the dataverse agent data platform new features in this post are the part I actually want to wire up this week. Knowledge sources you can attach to an agent. Agent feedback captured and stored back in Dataverse. Tighter coupling between business skills and the data model. That last bit is the one that changes my build order.

What it actually does

Three things stand out from the post.

First, knowledge sources on Dataverse. You can now attach SharePoint sites, websites, files, and Dataverse tables as knowledge an agent can reason over, governed at the Dataverse level rather than configured per agent. The point is that knowledge becomes a managed artifact in the data platform, not a per-agent setting buried in Copilot Studio.

Second, agent feedback stored in Dataverse. Thumbs up, thumbs down, and the conversation context land as rows you can query. That means feedback is not trapped in a separate analytics surface. You can write a flow on it. You can build a Power BI report on it. You can route a thumbs-down with a specific topic tag to the skill owner.

Third, business skills tied to the data model. The business skills I wrote about when they shipped now sit closer to the tables they operate on. Skill ownership, policy versioning, and the data the skill reads from are governed in one place.

For the official surface area, the Microsoft Learn docs are the right starting point once you have read the announcement.

Why it matters

I have built enough Copilot Studio agents to know where the pain actually sits, and it is never the model. It is the loop between what the agent does, what users think of what the agent did, and the policy owner who has to fix the thing that went wrong. That loop has been broken on Power Platform for a year.

Feedback used to live in conversation transcripts you had to export. Knowledge used to be attached per agent, which meant the same SharePoint site got wired up four different ways by four different makers. Business logic lived in a 4000-token system prompt or a hardcoded Power Automate flow nobody could find six months later.

Putting all three in Dataverse closes the loop. Feedback is a table. Knowledge is a managed artifact. Skills are versioned records with owners. You can finally write the query that says “show me every thumbs-down on the leave policy topic in the last 30 days, grouped by the skill that was invoked.” That query was not possible before. Now it is a view.

The thing I am cautious about is the same thing I flagged with business skills. Sprawl. If five teams attach overlapping knowledge sources to overlapping skills with no naming convention, the agent will misroute silently and the feedback table will just tell you users are unhappy without telling you why. Governance has to come before deployment, not as a month-six cleanup. The multi-agent orchestration patterns that are now GA in Copilot Studio make this even more important to get right before you scale.

What I would do with it this week

I have a small internal agent that answers process questions. The plan for the next few evenings looks like this.

Move knowledge out of the agent and into Dataverse. Right now the agent has three SharePoint sources wired up directly. I want one knowledge source registered in Dataverse, owned by the process owner, that any future agent on the same domain can reuse. That is the silo fix.

Turn on feedback capture and build the report. Thumbs-down without a report is just noise. I want a Power BI page that shows feedback rate per topic, with a drill-through to the conversation. If I cannot see which skill was invoked when the user said no, I cannot improve anything.

Pick one skill and version it properly. I am going to take the leave policy skill, rewrite it as a Dataverse business skill with an owner who is not me, and document the handoff. If the policy changes, the policy owner edits the skill. I do not get a ticket. That is the architectural shift I keep talking about, and it only works if I actually do it on something real. The error handling patterns that hold up in production become especially relevant once feedback loops are writing rows back into Dataverse and triggering flows downstream.

None of this needs a new model. It needs the data platform to do its job, and it finally can.

The interesting question now is what the second wave of agents looks like once knowledge and feedback stop being per-agent problems.

Source: Dataverse Is Your Agent Data Platform: Here’s What’s New (Microsoft Power Platform Blog).

By Halilcan Soran · Power Platform & AI Agents · Senior Business Analyst at Visa · Published May 6, 2026

Microsoft published a post on May 5 called Dataverse Is Your Agent Data Platform: Here’s What’s New. The framing is the part worth reading. Dataverse is no longer being sold as the database under your model-driven apps. It is being repositioned as the dataverse agent data platform, the layer that gives agents real business understanding instead of just rows and columns.

That is a meaningful shift in how Microsoft wants you to think about the stack. I have been waiting for this framing to land properly.

What it actually does

The update bundles several things that were previously scattered across announcements into one coherent story.

Knowledge sources let an agent ground itself in Dataverse tables, SharePoint sites, files, and external systems through a managed reference instead of a hand-rolled retrieval pipeline. The agent sees the data with its semantics: table relationships, choice columns, business rules. Not just a vector dump.

Business skills are now first-class records in Dataverse. I wrote about this in Microsoft Just Shipped Business Skills in Dataverse. Skills move policy and process logic out of system prompts and into a managed, owned, versioned artifact. The May 5 post confirms this is the intended pattern, not an experiment.

Deeper Fabric wiring means agents can reach analytical data through Dataverse without you stitching mirroring and shortcuts manually for every project. The semantic model carries through.

Copilot Studio integration is tighter on the agent side. Connected agents in Copilot Studio can pick up Dataverse knowledge sources and skills as native primitives instead of you wiring them through custom connectors and Power Automate flows.

None of these are individually new ideas. The point of the post is that they now line up as one platform story.

Why it matters

The hardest part of building an internal agent is not the model. It is getting the agent to behave like someone who actually works at your company. Org-specific policies, naming conventions, what counts as an active customer, which approval thresholds apply when. That tribal knowledge is where every agent project I have seen gets stuck.

If that knowledge lives in a 4000-token system prompt, the agent degrades. If it lives in hardcoded Power Automate flows, nobody can find it six months later. If it lives in a Word document on someone’s OneDrive, it might as well not exist.

The dataverse agent data platform framing says: put it in Dataverse as a typed, owned, versioned record, and let any agent on the stack consume it. That is an architectural decision, not a feature toggle. It changes who owns what. The policy owner updates the skill directly. The data steward owns the knowledge source. The agent builder stops guessing.

The risk I keep flagging is skill sprawl. The moment multiple teams start writing skills with overlapping scopes, the agent starts misrouting silently. Governance has to come before deployment, not as a cleanup project in month six. Microsoft is shipping the platform. The org design is still on you. That same principle applies to Power Platform governance that does not kill adoption — the structural decisions made early determine whether the whole thing scales or stalls.

I also want to see how this plays with multi-agent orchestration. I covered the patterns in multi-agent orchestration in Copilot Studio. If knowledge sources and skills become the shared substrate that connected agents draw from, the per-agent prompt size drops and routing gets more reliable. That is the part I find genuinely exciting.

What I would do with it this week

Three concrete things, in order.

First, pick one existing agent that has a bloated system prompt. Anything past 2000 tokens. Pull out the policy chunks and rewrite them as business skills in Dataverse. Measure the prompt size before and after, and run your behavioral tests on both. You will see the consistency change in the edge cases.

Second, take one knowledge source that today is glued together with a custom connector or a Power Automate flow doing retrieval. Replace it with a Dataverse knowledge source pointing at the same data. Compare the answers on questions that depend on relationships between tables. The native version handles joins the hand-rolled one fakes.

Third, draft a one-page skill ownership matrix for your tenant before anyone writes a third skill. Who owns customer policy, who owns finance approvals, who owns HR routing. Boring document. Saves you from the sprawl that kills these projects.

Read the Power Platform docs alongside the announcement. The framing finally matches what practitioners have been building toward. I am curious where it lands by the end of the quarter.

Source: Dataverse Is Your Agent Data Platform: Here’s What’s New (Microsoft Power Platform Blog).

By Halilcan Soran · Power Platform & AI Agents · Senior Business Analyst at Visa · Published May 5, 2026

Microsoft announced business skills in Dataverse on May 1, and this is the announcement I have been waiting for. Dataverse business skills for agents let you encode org processes, policies, and the tribal knowledge that lives in people’s heads as natural-language instructions. Agents discover them and follow them at runtime. No more cramming everything into a 4000-token system prompt and hoping the model remembers how your finance team handles approvals.

I have been reading the docs since Friday. Here is my honest take.

What business skills actually do

A business skill is a Dataverse record. It contains a natural-language description of when the skill applies, what the agent should do, and what data or actions it can use. Agents query Dataverse at runtime, find the skills that match the user’s intent, and follow the instructions inside.

The shape matters. You are not writing code. You are writing the kind of paragraph you would send to a new hire on day one. Things like: When someone asks about expense approvals over 5000 EUR, route to the regional finance lead, never to the team manager. The lookup table is in the Finance Approvers table. Always confirm the amount and the cost center before submitting.

That description is stored, versioned, and indexed. Multiple agents can use the same skill. You update the skill once and every agent that discovers it picks up the new behavior. There is also a permission layer, so a skill can be scoped to a security role, a team, or an environment.

Underneath, this is grounding. The agent does not memorize your org. It retrieves the relevant skill at runtime and follows it.

Why this changes how you build internal agents

The hardest part of deploying internal agents has never been the model. It has been getting the agent to behave like someone who actually works at your company. The model can reason. It cannot know that your procurement policy changed in March, or that the Madrid office handles APAC tickets on Wednesdays because of a coverage gap.

Until now, that context lived in three bad places. System prompts that grew until they hit the context window and started degrading. Power Automate flows with hardcoded business logic that nobody could find six months later. Or worse, it lived nowhere and the agent guessed.

I have written before that a focused 400-token instruction set produces more reliable behavior than a 4000-token one. Business skills make that practical. You stop stuffing the prompt and start composing skills. The agent picks the right ones for the job.

The other thing this fixes is ownership. A business skill in Dataverse has an owner, an audit trail, and a lifecycle. When the policy changes, the policy owner updates the skill. They do not need to find the agent maker, file a ticket, or wait for a release. That is a real architectural shift, not a feature flag. If your org is still working out who owns what when policies change, Power Platform governance that does not kill adoption covers how to structure that before it becomes a cleanup problem.

The risk I am watching: skill sprawl. If every team writes their own skills with overlapping scopes, the agent will face the same routing problem multi-agent setups face. Skill descriptions will start competing with each other and you will get silent misrouting. Governance has to come early, not as a cleanup project in month six.

What I would do with it this week

Pick one painful, well-bounded process. The kind where the answer is always it depends on who you ask. Approval routing is a good candidate. Onboarding checklists work too.

Write three to five business skills that capture the rules. Keep each one short and specific. Connect them to a Copilot Studio agent that already has the right Dataverse and Power Automate connectors. Test with the messy questions, not the clean ones. Watch which skills get picked and which do not.

The thing to measure is not whether the agent answers correctly. It is whether the right skill was selected for the right phrasing. If selection is unreliable, your skill descriptions are too similar or too vague. Rewrite them and try again. If you are also wiring up custom connectors to extend what the agent can reach, How to Build a Custom Connector for Copilot Studio Step by Step is worth keeping open in a tab.

I will be writing more about this once I have run a real internal pilot. Early signals are good. In my experience, the patterns that survive contact with production are the ones where context is stored where it belongs, not where it was convenient at build time.

This one belongs in Dataverse. Finally.

Source: Introducing business skills: Teach agents how your organization works (Microsoft Power Platform Blog).