web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Copilot Studio - Autonomous Agents
Answered

Autonomous Agent not finding simple answer in dataverse table

(1) ShareShare
ReportReport
Posted on by 50
Hi,
 
the first image is my dataverse table, the second is my question to the agent. Why in the first question  it finds the answer but in the second not? It's frustrating to have different behavior, specially because it's a basic question.
Product is a lookup field from Product table, Status is a choice field. Thanks 
 
 
 
 
I have the same question (0)
  • Verified answer
    Arild Aarnes Profile Picture
    328 on at
    Autonomous Agent not finding simple answer in dataverse table
    Hi,

    the agent should be able to answer does questions. I just did a quick test with our setup and that seems to work fine. How did you add your Dataverse table to the agent?

     
    regards,
    Arild
  • Suggested answer
    Romain The Low-Code Bearded Bear Profile Picture
    2,030 Super User 2025 Season 2 on at
    Autonomous Agent not finding simple answer in dataverse table
    Hello
     
    Like said the previous comment it should work. But i will assume you use the dataverse knowledge connector.
     
    I will not recommand it since "Generative IA with RAG" tend to have difficulty to request database (since it's not design for this purpose)
     
    I will recommand you to try again with the MCP Dataverse tool from the tool tab
     
     
    Remove the dataverse knowledge componnent if this was the one you used
     
    Then in you r prompt input zone in the home page of the agent tell it the internal name of the schema database wich is the only one to use with something like
     
    "For every request about order use the folowing table [InsertTable name]" i would recommand to describe the colonne you need then 
    "The column [insert colonne schema name] is the id....  .... other one for product name etc"
     
    Then it will work :) (i m doint ATM exactly the same in relational database and use it to joint data and query it to create charts)
     
    here is the property tab of dataverse : use the schema name in properties for table and column :)
     
     
    It's possible when you will try that you have an error message hidden in the tool telling you that MCP dataverse is disable for you'r agent
     
    To enable it you have to go to administration panel of you'r environnement
     
     
    go to manage environnement
     
     
    go to settings
     
     
    go to product then features
     
     
    and allow MCP dataverse (be carefull there are other dataverse settings in this page)
     
     
     
    If you can't update this parameter : you'r power platform environnement administrator could do it. (it's a very safe tool)
     
    And at the end, if you are afraid that people could use this tool to update data in you'r database : remember that if they don't have write rights on you'r database the tool won't have rights too :) it use the connected user authentification.
     
    If you are lucky, you'r copilot studio already have the new feature to remove unused feature so from the tool config you could configure like this 
     
     
    I hope you managed to resolve you'r problem with this, if yes, it's very important to mark this answer "this is the good answer" checkbox, it's important for the search engine and the community :)
  • RJ-18041328-0 Profile Picture
    50 on at
    Autonomous Agent not finding simple answer in dataverse table
    Hi @Arild I added the Dataverse table as a knowledge source, but as @Romain said, that was probably the problem.
     
    So I did an Agent Test where I added a Dataverse table 'Product' to my knowledge and that time it answered well every question.
     
     
    In the same Agent Test, I added the tool "Dataverse MCP Server" as Romain proposed.
    1 - Is the question based on the Knowledge table 'Products' Q: what's the price of 4K Monitor?
    2 - Is a question based on the table 'Purchases' Q: What's the customer name for 4K Monitor?
     
    Observations:
    . I didn't add any specific configuration to the Dataverse MCP Server tool.
    . For the Suggested Prompts in the homepage of the Agent I added "For every request, search the following table 'cre00_Purchases'"
     
    RESULT
     
     
    QUESTIONS
    1 - why it asks me for Credentials "Allow" for the Dataverse MCP Server ?
    2 - Why it asks me for the table name if in the prompts I added the schema name of the table?
     
    Thanks
  • RJ-18041328-0 Profile Picture
    50 on at
    Autonomous Agent not finding simple answer in dataverse table
    Hi, I am sending attached on that post the video that I made of a similar problem with the explanations, please let me know if it's not clear. Thanks a lot
  • Verified answer
    Romain The Low-Code Bearded Bear Profile Picture
    2,030 Super User 2025 Season 2 on at
    Autonomous Agent not finding simple answer in dataverse table
    hello :) you could imagine the Dataverse MCP connector as a "query generator".
     
    By it self it try to use the tool MCP "describe table" to get table name and then it try to create a query by deducing wich column and table are the good one.
     
    But, in the overview pannel, in instruction part, if you teach the agent the table(s) name(s) you need, and better explain the column and what they contain the agent will then generate accurate query to look for data :)
     
    you just have to use the internal schema name of object in lower case (with this concept you could even describe "linked" table for helping the agent to generate complxe query requiring many table)
     
    if you don't know how to look for table name and schema : 
     
    from copilot studio it could be tricky, there is an "easy path" from power apps
     
    check if you are still in you'r environnement, some time it switch when loading : 
     
    Then clic on table 
     
     
    and get the name from you table, the technical one in lower case
     
     
    it will be something probably like gr42_mytablename (custom table have a prefixe "gr42" is just a sample)
     
    the same for column just clic edit column from the table to get the detail
     
     
    and then you use it inside you'r internal prompt
     
     
    hope this help :) if it answer or help please check the answer as answered with this post, it's important for the community and search engine :)
  • RJ-18041328-0 Profile Picture
    50 on at
    Autonomous Agent not finding simple answer in dataverse table
    Thanks a lot Romain/ Arild, I quitted testing that specifically Agent, but as my exemple should have normally worked I am sure your answers are helpful for others so I marked as checked.
     
    I am just having the same issue in my final exercise (pls check the the following thread to understand better what I am doing)
    I am apparently doing everything right, do you think it could be related to the environnement?
     
    Thanks
    Renato
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Coming soon: forum hierarchy changes

In our never-ending quest to improve we are simplifying the forum hierarchy…

Chiara Carbone – Community Spotlight

We are honored to recognize Chiara Carbone as our Community Spotlight for November…

Leaderboard > Copilot Studio

#1
Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 304 Super User 2025 Season 2

#2
Michael E. Gernaey Profile Picture

Michael E. Gernaey 224 Super User 2025 Season 2

#3
Sam_Fawzi Profile Picture

Sam_Fawzi 78 Super User 2025 Season 2

Last 30 days Overall leaderboard