Microsoft Dataverse integration
Add grounded enterprise data and make your copilots actionable with Microsoft Dataverse, the enterprise data platform for Copilot.
Set up Microsoft Dataverse in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Microsoft Dataverse account
In Relevance AI, open Integrations and add Microsoft Dataverse. You will be sent to Microsoft Dataverse to sign in and approve access, and the connection is stored against your workspace.
3
Call Microsoft Dataverse from an agent
Create a tool and add an API tool step. Your agent can call any Microsoft Dataverse endpoint using the account you just connected.
Put Microsoft Dataverse to work in your agents
Connect Microsoft Dataverse alongside 1,800+ other integrations and let your agents run the busywork.