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Empowering Your Power Platform with Microsoft Copilot

Author: Joan Everett Posted In: Data

Microsoft Copilot is revolutionizing development on the Power Platform by leveraging AI (Artificial Intelligence) to support the creation of intelligent applications. Microsoft has been investing heavily in this technology, continually enhancing and advancing Copilot's features. Although Copilot is still in its early stages and may occasionally provide incorrect answers, it learns from user interactions and feedback, constantly refining its suggestions.

Benefits of Copilot:

  • Assists first-time users with minimal coding experience in building simple solutions.
  • Streamlines the development process.
  • Increases efficiency and effectiveness.
  • Provides helpful links, hints, and steps during development.
  • Automates routine tasks.
  • Offers insights based on data and prompts.

This post explores how Copilot enhances various components of the Power Platform, including PowerApps, Power Automate, Power Pages, Power Virtual Agents, and Power BI.

Understanding the Components of the Power Platform

  • Power BI: Reporting and analyzing data
  • Power Apps: Building applications
  • Power Automate: Automating tasks
  • Virtual Agents: Creating chatbots
  • Power Pages: Building external web pagesIcons representing five software services: BI, Automate, Apps, Virtual Agents, and Pages, each with a distinct color and design.

Copilot with Power Apps

Within Power Apps, Copilot assists in prototyping applications based on your ideas, building the app, formatting data, creating formulas, and interpreting those formulas. Using natural language prompts, Copilot can build interfaces, databases, and backend logic.

Prototyping Example

For instance, when I requested information on different state flags, Copilot generated a table named "State Flags" with appropriate columns and sample data.

A software interface for creating an app, displaying tables with columns for Flag ID, State Name, and Capital. Additional options and an assistant sidebar labeled "Copilot" are visible.

Next, by simply choosing “Create,” a Canvas Power App was automatically generated.

A screenshot of a database interface displaying details for California, including capital, population, official language, area, governor, currency, motto, and statehood date.

Building an Application

After creating the initial application, Copilot offers additional tips for faster development. On the right-hand side of the app, you can start asking questions to receive help, steps, and links to relevant references.

Screenshot of a Copilot interface displaying instructions on adding an image via URL in Canvas apps, with options for adding a text label, button, and image gallery.

Copilot also suggests items to add to your application. In this example, I added a gallery, which was seamlessly integrated into the app.

Screenshot of a user interface displaying options to add a text label, gallery, button, or email screen, accompanied by a refresh icon.

A screenshot of a software interface showing the process of selecting a data source. Various options including Office365Outlook and Office365Users are visible in a dropdown menu. Controls like buttons and fields are also present.

 

Formatting Data

Copilot can simplify data formatting. For example, it can format fields and text with just a click. You provide a couple of examples, choose the desired format, and apply it.

Screenshot of a software interface displaying information about the state flag of California. Options for "Conditional formatting" and "Text formatting" are visible in a dropdown menu.

A user interface for formatting text using examples. The current formats are shown next to their desired formats. A 'Suggestions' section is displayed below with a specific text expression example.

Building and Explaining Formulas

Copilot also helps with creating formulas. You can add comments, and Copilot will generate recommendations on how to code. However, since this feature is relatively new, always verify the generated formulas for accuracy.

A software interface displaying the text "/Topic plus variable VarTopic" in a highlighted text field.

A formula in a spreadsheet reads: concatenate("Topic ", VarTopic).

When you need to understand what a formula does, you can ask Copilot for an explanation. This is especially useful when debugging.

A screenshot of a formula explanation from a software, describing a filtering and sorting function and a warning about potential limitations due to the data source constraints.

 

 

Copilot with Power Automate

In Power Automate, Copilot acts as a personal advisor, simplifying workflow development by enabling an open-ended conversational experience to create flows and advise on the next steps.

Creating an Automated Task

You can start with a suggestion, and Copilot will recommend actions to trigger the flow and necessary steps or actions. Once you click “Next,” it will create the Power Automate flow.

The image shows a screen with "Create your automation with Copilot" and options to automate tasks in OneDrive, Excel, and SharePoint. A text box with "Create approval workflow" is visible, along with a "Generate" button.

Screenshot of a "Suggested flow" setup in an automation tool showing a trigger "When an item is created" from SharePoint and an action "Start and wait for an approval" in Approvals.

Suggesting Next Steps

After the initial creation, Copilot will suggest adding conditions or actions and inform you of items you still need to configure. This saves time searching for the correct actions or conditions for your flow.

Screenshot of a setup interface for Microsoft Copilot with instructions for configuring a flow, indicating connections to SharePoint and Approvals, and a prompt to finish setting up the flow.

Copilot with Power Pages

Copilot streamlines the process of creating external sites, page layouts, and forms. It can also assist with formatting text and content sections.

Assisting with Site Creation

Provide a brief description of the site you want to create, and Copilot will turn your description into a fully functional site. For example, to create a “Party Planning for People over 50” site, Copilot suggests a URL and name for the site, generating a layout and images automatically.

A webpage suggesting various website ideas with descriptions, including Volunteer Registration Platform, Event RSVP System, Community Feedback Forum, and Resource Sharing Platform.

Screenshot of a website setup page where the site name "Golden Years Events" is being entered. The suggested web address is "goldenyearsevents-57fb.powerappsportals.com".

A tropical-themed event setup with palm leaves and white flowers. Text on the image reads "Welcome to Golden Years Events - Creating Unforgettable Moments for the Young at Heart." Buttons: "Explore Events" and "Sign in.

Screenshot of the Golden Years Events webpage, showcasing a long table with green chairs and a white tablecloth. The text describes party planning services for outdoor events.

Creating a Page

Once you have the basic site and you are ready to expand additional page content, click on the Copilot icon and it will start advising on various items. You can regenerate a page with different layouts, removing the need to build a page from scratch.

A sidebar menu from a software interface displays options for creating a new page, new section, or color theme. Below, user input regarding color themes is demonstrated with examples.

Screenshot of a webpage featuring "Golden Years Events" with a background image of a piano and the text "Live Entertainment. Exciting Performances Await!" alongside a Copilot interface on the right offering assistance options.

Copilot allows you to pick a layout you like and modify text, change the tone, rewrite, and adjust the length of the content.

Screenshot of Power Pages interface showing a webpage with a piano background and text "Live Entertainment". Copilot sidebar on the right provides options for design assistance.

Building a Form

With a few prompts, Copilot can build simple or more advanced forms with tabular layouts.  This feature is a significant time-saver.

A form titled "Event Details" with fields for event name, event date, event time, and a description box. A sidebar window is open on the right with instructions and preview options.
 

Copilot with Power Virtual Agents

Copilot in Power Virtual Agents, as part of Copilot Studio, speeds up the creation of chatbots leveraging natural language prompts and AI to help create and iterate over topics. Virtual Agents can engage with customers and employees across multiple channels, including websites, mobile apps, Facebook, and Microsoft Teams.

Building a Chatbot

For example, by typing in “HR and Benefits,” Copilot generated a basic chatbot.

 

A text entry field with options above labeled Helpdesk, Expense tracking, and HR and Benefits. The selected option is HR and Benefits. A filled text box below has the same text entry.

Microsoft then asks for the primary language and purpose of the chatbot to tailor its development.

Screenshot of a setup interface for Copilot, showing a text prompt instructing the user to provide information about how Copilot will assist in HR and Benefits. There is a "Create" button on the top right.

Assisting with Next Steps

Copilot can help trigger actions, guide you on building topics, and assist in publishing your chatbot. The chatbot can then be refined and trained based on your needs, with suggested next steps from Copilot or modifications by your team.

User interface screen displaying steps for using a copilot feature: add actions, build topics, and publish the copilot.

Copilot with Power BI

Integrating seamlessly with Power BI, Copilot assists with data modeling, report visualizations, and supports users by providing real-time insights and analytics.

Building a Data Model

In data modeling, Copilot can help build descriptions for measures and create DAX queries based on raw data you’ve provided.

For example, on “Create with Copilot (preview)” for a measure called “Total,” Copilot generated a description automatically.

Screenshot of a data model in a software application. The left panel is titled 'Properties' with details and a 'Create with Copilot' button, while the right panel lists columns under 'Tables'.

Screenshot of a review dialog box from Copilot, displaying a measure description. Options include "Current: None" and "From Copilot: A static string value for Total." Buttons for "Try again," "Keep it," and "Discard" are at the bottom.

You also can use Copilot to write DAX Queries. By clicking on the Copilot icon and asked to find Sales for a specific individual, Copilot generates the necessary DAX query, which can be incorporated into your logic by clicking “Keep Query.”

Screenshot showing a DAX query comparison panel. The query on the left selects top 100 sales, while the query on the right filters sales for customer name "Chloe Garcia.

Authoring Reports

Often, the report author and the data model owner are different individuals. As a report author, you can have Copilot build reports, add content to existing reports, or identify what is in the current data model. For example, by prompting Copilot to create a new report, additional questions help refine the title, description, and content. In one instance, a report was generated for “Total Sales by Item.”

Dashboard showing various data visualizations, including Total Sales by Item, Sum of Quantity, and Average of UnitPrice, alongside a sidebar with report creation options.

Once the page is built by Copilot, you can easily add more content by prompts such as “Add the Top 10 Sales by Customer Name.”

A screenshot showing instructions to turn on Q&A from the model details page with an example table of the top 10 sales by unit price and customer name, highlighting multiple entries for "Aaron.

If you aren’t exactly sure what content you want and are exploring the data model, Copilot’s Data Overview feature helps you understand the data you’re working with before building the report.

A screenshot of a data exploration interface labeled "Explore NP_Lakehouse (preview)" with options to add filters and drag data into a canvas for analysis.

The Data Overview will describe what is available. This is helpful to know what is in the data model before building the report.

Screenshot of a Data Overview from Copilot preview, detailing sales and customer data for NP_Lakehouse, including specific figures on orders, customers, and item prices from 7/1/2019 to 12/31/2021.

In addition, to supporting report building, Data Overview can be used to help users understand the data behind the report establishing trust and context through data transparency.

Dashboard displaying top customers with charts for total revenue, sum of quantity, and average unit price. Includes options to view customer details and a line graph of orders by date.
 

 

After I click on Copilot it will provide a summary of the page.

Screenshot of a user interface with a "Create a narrative with Copilot" window open, containing options for an executive summary, questions from leadership, and a bulleted list of insights.

Understanding a Report

After a report is published, users can use Copilot to request an executive summary, gain insights, or ask specific questions, enhancing the depth and clarity of the insights provided.

Screenshot of Copilot sidebar showing suggested insights, including total sales by customer, and total by order date and customer, with highlighted visual descriptions.

Copilot can support you and your organization across the Power Platform, benefiting both creators and users. Microsoft continues to expand Copilot's features for each service. Keeping up to date on the latest Microsoft Copilot roadmap and announcements will help your organization get the most out of your Copilot investment. The time is now to start using Copilot, as it is only getting better. SPR can assist with training sessions on the Power Platform, no matter where you are in the process:

  • Blueprinting: Uncover business cases that will optimize your processes.
  • Build: Architect and implement solutions following Microsoft best practices utilizing the latest technologies.
  • Governance: Implement processes to empower your users and protect your organization with user training, a center of excellence, or advisory services.