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Unlock new levels of productivity with Microsoft Dataverse and Microsoft Copilot Studio

Microsoft Copilot is designed to enhance business productivity by leveraging AI to streamline routine tasks, allowing users to concentrate on strategic and creative endeavors. It boosts organizational efficiency by automating repetitive tasks, freeing up time for the workforce, and enriching solution capabilities with integrated experiences in Microsoft Power Platform and Microsoft Teams.

Enhancing your AI business strategy with Microsoft Copilot Studio and Microsoft Dataverse enables organizations to simplify the complex data integration, third-party data extensibility, and security guardrails organizations must have in place to assist in the implementation and adoption of AI.

At Microsoft Build 2024, we are excited to unveil Microsoft Copilot connectors. Microsoft Copilot connectors provide seamless and secure integration with your productivity, analytical, and operational data as well as empower users to activate existing business processes. Copilot Studio and Dataverse allow organizations to create actions, build knowledge, and integrate grounded data into their copilots with ease, all while easily meeting their compliance requirements with a rich set of security features.

Bridge the gap between enterprise data and Microsoft Copilot

The concept of enterprise knowledge in Copilot Studio is a groundbreaking addition that allows copilot makers to add specific contextually relevant knowledge sources to their copilots, thereby improving the reliability and accuracy of responses. Knowledge supports a wide range of data types, including public websites and Microsoft Dynamics 365 (powered by Dataverse) and brings simple discoverability and understanding of enterprise data, which is critical to scaling the delivery of agent copilots across an organization.

Modal image to add available knowledge sources

Figure 1: Makers can select enterprise data sources as their copilot’s knowledge.

Many Microsoft customers are seeing the benefits of adding grounded enterprise data into their copilot experience. From supply chain management, customer relationship management, and productivity insights, customers can increase the efficiency of business processes, make their workforce more productive, and provide rich customer experiences. Read below how Peppermint, EY, and Docusign have developed impactful solutions.

Peppermint reimagines legal business processes with Copilot

Law firms are challenged with optimizing workflow efficiency and delivering effective client services. Achieving this entails implementing a range of services, including case and matter management, document management, and client engagement. How can law firms, who are primarily focused on legal expertise, utilize technology to overcome this challenge and achieve their goals?

Peppermint Technology, a leading global independent software vendor (ISV) revolutionizing legal firms and departments, has built solutions that easily ground copilots with enterprise data stored in Dataverse and SharePoint to provide more relevant and secure business insights. Peppermint has been using Microsoft Power Platform to model their legal case process and storing their business data in Dataverse. With their existing integration, allowing Peppermint’s copilot to access enterprise knowledge and processes from Microsoft Power Platform, while maintaining user context security, requires minimal effort and allows rapid adoption of modern AI workloads for increasing productivity and automation

Screenshot of testing Copilot responses to custom connector.

Figure 2: Use natural language to retrieve matters stored in Dataverse.

Lawyers can now use LARA (Legal Analysis and Research Assistant for Peppermint) to efficiently prepare for upcoming meetings by identifying internal contacts for new accounts, accessing pertinent information, and taking necessary actions ahead of their meetings.

A cell phone with text on it from the LARA copilot
Figure 3: Use natural language to identify connections with new accounts.

“At Peppermint Technology, we are excited to utilize Copilot Studio’s enterprise knowledge to not only extract maximum value from corporate data but also significantly enhance our law firm clients’ ability to engage with their clients and increase billing efficiencies. This strategic adoption aligns perfectly with our business priorities of reducing risk and boosting client engagement, enabling our clients to offer superior service and achieve better outcomes.”—Mike Walker, Chief Technology Officer (CTO), Peppermint Technology

Peppermint Technology's logo

Take your enterprise business processes further with Copilot connectors

With Copilot connectors in Copilot Studio, organizations can easily expand their copilot knowledge and actions with their business data. Copilot connectors allow organizations to bring together data from Dynamics 365, Microsoft Power Platform, SharePoint, OneDrive, Microsoft Fabric OneLake, public websites, and many other systems of record.

When incorporating Copilot connectors into your custom copilots, Copilot will work in the background on your user’s or organization’s behalf, and reason across structured and unstructured data to execute your business processes.

Microsoft Copilot connectors diagram
Figure 4: Microsoft Copilot connectors diagram.
Copilot connectors are part of the broader Copilot ecosystem, which includes Copilot Studio and Microsoft Copilot. They play a crucial role in the extensibility of Copilot, allowing developers to create custom AI solutions that are deeply integrated with Dataverse and Microsoft Power Platform. Some key benefits of Copilot connectors are:

  • Semantic search: Allows the connector to understand and interpret the text data, enabling more relevant and context-aware responses.
  • Data syncing and caching: Ensure your data is synchronized and cached efficiently, allowing for quick access, and reducing potential latency issues.
  • Extensive third-party service integration: With a few clicks you can access the ecosystem of more than 1,400 connectors so that even non-Microsoft data can be included.
  • Support for complex data types: The connectors can handle a variety of data types, including relational data and unstructured data, making them versatile for different business needs, and come with production-grade service levels.
  • Low-code and pro-code: Whether you want to create custom application programming interface (API) or existing prebuilt connectors, the choice is up to you.

Docusign expedites the workforce with Copilot connectors

By enabling the Docusign Copilot connector within Microsoft Copilot, Docusign delivers greater value to their customers by not only surfacing document details, steps, and processes, but also allowing users to ask queries with natural language, and drive results faster than before. Docusign’s integrations with Microsoft Copilot for Microsoft 365 and Microsoft Copilot for Sales provide AI-powered agreement insights to help drive employee productivity, close deals faster, and manage renewals at scale. Customers across human resources (HR), sales, procurement, legal, and more can now use natural language to ask Copilot for agreement status and summarization, extract key information, send reminders to others, and more.

A screenshot of a enabling Docusign Copilot connector
Figure 5: Activate Docusign Copilot connector and find agreements with natural language.

“Through our partnership with Microsoft, we are revolutionizing the way organizations do business. Docusign’s integrations with Copilot for Microsoft 365 and Copilot for Sales harness the power of AI to drive intelligent automation and innovation, leveraging Microsoft Power Platform plug-ins and Microsoft Copilot Studio. Meeting people where they work, these integrations empower organizations to accelerate revenue, reduce risk, and create better experiences from the agreements that run their business. Together, we’re not just streamlining processes, we’re redefining what’s possible in the digital era.”—Janine Grasso, General Vice President (GVP) of Partner Development and Alliances, Docusign

Docusign logo

Gain visibility and increase your security posture

As organizations increase the complexity of their solutions and incorporate data from multiple systems of record through Copilot connectors, gaining and maintaining visibility of the security of that data is critical. Previously, fragmented experiences created barriers to customers assessing risks, and a lack of clear, defined guidance in achieving the defense in depth that organizations strive to maintain. Without security tools for both proactive and reactive governance of both citizen and pro developers’ applications, administrators may resort to solutions that stifle modernization, productivity, and business growth.

The Security Hub is designed to solve these challenges and more, with intuitive experiences, and strategic guidance, administrators can navigate the complexities of managing security at scale. This centralized hub provides administrators with tools to assess the security posture of their tenant, identify and act on impactful recommendations, and proactively set policies to safeguard against vulnerabilities and threats all through the Microsoft Power Platform admin center.

The Security Hub for Microsoft Power Platform, in public preview, offers several benefits, including:

  • Enhanced security posture: Providing administrators with tools to assess and improve the security posture of their tenant, ensuring that data and applications are protected against vulnerabilities and threats.
  • Actionable recommendations: Identify impactful recommendations that administrators can act on to strengthen security measures.
  • Proactive policy setting: Proactively set policies to safeguard your environment, preventing potential security incidents before they occur.
  • Centralized security management: One centralized platform for managing security across Microsoft Power Platform, streamlining the process, and making it more efficient.

These features are designed to provide a comprehensive security solution that aligns with an organization’s security practices, contributing to the overall success of digital transformation efforts. For example, Security Hub identifies if minimum safeguarding is in place and guides you to set up the appropriate data loss prevention policies (DLP) around Copilot connector usage in your organization. In addition, administrators can expect to utilize the following generally available in the Security Hub: vNet for Dataverse plugins, privileged identity management (PIM), tenant isolation, IP firewall, IP cookie binding, and environment security groups, while the following features will be available in public preview: client application control and Dataverse audit enhancements.

Additionally, Copilot Studio makers can now ground generative answers to SharePoint site content—enabling copilots to surface labeled resources as labeled responses in Teams chat with Microsoft Purview Information Protection sensitivity labels.

Microsoft Purview Information Protection sensitivity labels are widely adopted by enterprises today to label and protect sensitive information in Microsoft 365 apps and Fabric, and they are coming soon to Microsoft Power Platform.

Watch our latest overview of Microsoft Power Platform and Dataverse security features.

EY prevents data exfiltration at scale with Microsoft Power Platform security controls

Data exfiltration prevention protects the unauthorized transfer of sensitive data from an organization to external parties. This allows a business to maintain business continuity, comply with regulatory requirements, and keep up with competitive advantage. This feature allows the security officer to allow or block what apps that their authorized users can run in a Dataverse environment.

“As an enterprise consumer of the Microsoft Dynamics 365 platform, I am thrilled to share my experience with the recent enhancements made by the Engineering team. Their diligent efforts have had a significant, positive impact on our Dynamics 365 launch with the necessary data controls to support our information security policies and data governance processes.
The introduction of data exfiltration permission controls was critical to comply with our Information Privacy and Data Governance policies. These controls allow us to grant permissioned access to the Dataverse while maintaining strict data security. Here’s why these features are crucial:

  • Foundation for Data Governance: The ability to control data exfiltration is at the core of our data governance strategy. With these controls, we can confidently manage how Dynamics 365 data is accessed and shared beyond our system boundaries.
  • Enterprise Data Controls: Microsoft Dynamics 365’s permissioned access ensures that sensitive information remains within authorized boundaries. We can now define granular permissions, restricting data flow to only those who need it. This level of control empowers us to safeguard our data assets effectively.
  • Privacy Compliance: Our member firms operate under stringent privacy agreements. The Engineering team’s work aligns perfectly with our commitment to data privacy. By enforcing permissioned access, we uphold our privacy standards and protect our enterprise information.

The Engineering team’s dedication to building robust permission controls has enabled our data landscape. We can confidently deploy Dynamics 365 and navigate the complexities of data sharing, knowing that our privacy agreements remain intact and grant access to only approved systems and usage.”—Erick J. Kirchner, Associate Director, Markets and Business Development, Ernst & Young LLP

Looking ahead

As we continue to innovate and push the boundaries of what is possible with data and AI, Dataverse remains committed to providing businesses with the tools they need to succeed in an ever-evolving digital world. These new features are just the beginning of what is to come, and we cannot wait to see how organizations will leverage them to achieve new heights of productivity and security.

Join us at Microsoft Build to learn more about these exciting developments and how they can transform your business.