Add the Power Platform connector as a knowledge source for agents in Copilot Studio.

For these systems, Microsoft only indexes metadata, such as table and column names; there is no data transfer between systems.

Each request is processed in runtime and executed on the target system. Additionally, all runtime calls are authenticated using the user's authentication token, so access permissions configured in the source system are preserved in runtime. This configuration ensures that only users with access to the enterprise system receive responses to their queries.

These connections are established in Power Platform, and the same connection is used with Copilot Studio. Because the same connection is used, customers manage knowledge resource usage and actions through the same data policies.

Important note :

1. This article contains preview documentation for Microsoft Copilot Studio and is subject to change.
2. Preview features are not intended for use in a production environment and may have limited functionality. These features are provided before the official release so you can access them early and provide feedback.
3. If you're building an agent ready for a production environment, see the Microsoft Copilot Studio Overview .

Power Platform connectors are supported.

The following Power Platform connectors are supported:

1. Steam
2. ServiceNow
3. AzureSQL
4. AI Search
5. SharePoint
6. Dataseat
7. Dynamics 365
8. Snowflake
9. Databricks
10. Zendesk
11. Confluence (Cloud only)
12. Oracle Database
13. SAP OData
14. Google Sheets

Add Power Platform connector

1. Open the agent.

2. Select Add knowledge from the Overview or Knowledge page , or Properties of the Generative Answers node.

3. From the Add knowledge dialog box , select the real-time connector, and then select Add . If the real-time connector is not displayed in the Featured list , select Advanced for more options.

4. Select Sign in .

5. Select the destination location for the connector, then provide your login credentials for the real-time connector.

6. Select Next .

7. Select the tables you want to use as knowledge sources.

8. Add a name and description to the knowledge source. The default name reflects the selected tables.

9. Add synonyms and definitions of terms.

Note : Currently, only ServiceNow and ZenDesk connectors support adding synonyms and definitions of terms.

10. Select Add to agent to complete the connection.

After you add the connector, it will appear in the knowledge source table. The status will be displayed as " In progress" while Copilot Studio indexes the metadata in the tables. Once the indexing process is complete, the status will be updated to " Ready ," and then you can begin testing the knowledge source.