Copilot Studio Skill

Agent Summary

Use this skill when an agent needs to read Copilot Studio bot metadata, publish or unpublish a bot, or manage knowledge sources directly in Dataverse. Supply a Dataverse context from ./skills/dataverse/Connect-DataverseApi.ps1.

When to Use

• Query Copilot Studio bot metadata from the bots entity set.
• Publish, unpublish, or update a Copilot Studio agent.
• Create, list, update, or delete Copilot Studio knowledge sources.

Required Parameters

Get-CopilotAgentInfo.ps1

Deploy-CopilotAgent.ps1

Manage-CopilotKnowledge.ps1

Example Agent Prompts

• "List all Copilot Studio agents in this Dataverse environment."
• "Publish a Copilot Studio agent by bot ID."
• "Create a knowledge source and bind it to a Copilot Studio bot."

Example Agent Workflow

$ctx = ./skills/dataverse/Connect-DataverseApi.ps1 -AuthenticationType ManagedIdentity -Environment AzureCloud -EnvironmentUrl "https://contoso.crm.dynamics.com"

$agents = ./skills/copilotstudio/Get-CopilotAgentInfo.ps1 -Context $ctx -Select @('botid','name','statecode','statuscode')

Security Caveats

• Copilot Studio is Dataverse-backed, so use Dataverse least-privilege roles and table permissions.
• Avoid client secrets in production; prefer managed identity or federated credentials.
• Bound action names and knowledge entity names can vary by environment, so verify them before writing automation that mutates data.

Overview

Manage Copilot Studio agents and knowledge sources using the Dataverse Web API. The scripts operate directly on Dataverse bots and knowledge source entity sets via REST, with token and endpoint details supplied through Connect-DataverseApi.ps1.

Authentication

• Dataverse Web API token (use the Dataverse environment URL as the token audience, passed into Connect-DataverseApi.ps1 as -EnvironmentUrl)
• Accepts context from Connect-DataverseApi.ps1 (or a compatible hashtable) with at least Token and BaseUri

Endpoints

Uses Dataverse environment URL as base (for example, https://contoso.crm.dynamics.com).

Skills

| File | Purpose | | Deploy-CopilotAgent.ps1 | Publish, unpublish, or update a Copilot Studio agent by PATCHing the Dataverse bots(<id>) record, or by POSTing a bound action at /bots(<id>)/Microsoft.Dynamics.CRM.<ActionName> | | Get-CopilotAgentInfo.ps1 | Retrieve Copilot Studio agent metadata from the Dataverse bots entity set, with optional OData $select and $filter, plus @odata.nextLink pagination | | Manage-CopilotKnowledge.ps1 | Perform CRUD operations for Copilot Studio knowledge sources in Dataverse, including optional agent scoping for List via an OData filter on AgentFilterField |

Patterns & Caveats

• Copilot Studio is Dataverse-backed (agents use the bots entity set)
• Publish/Unpublish can use bound actions or PATCH fallback
• Knowledge source entity names vary by environment (default: knowledgesources)
• Agent filter field varies by environment (default: _botid_value)
• OData-MaxVersion and OData-Version headers required

Examples

3 practical examples: get agent info, publish agent, create knowledge source.

Get agent info

$context = Connect-DataverseApi.ps1 -AuthenticationType ManagedIdentity -EnvironmentUrl "https://contoso.crm.dynamics.com" -Environment AzureCloud
$agent = Get-CopilotAgentInfo.ps1 -Context $context -AgentId $agentId -Select @('botid', 'name', 'statecode', 'statuscode')

Publish an agent (bound action)

$context = Connect-DataverseApi.ps1 -AuthenticationType ClientCredentials -EnvironmentUrl "https://contoso.crm.dynamics.com" -Environment AzureCloud -TenantId $tenantId -ClientId $clientId -ClientSecret $clientSecret

Deploy-CopilotAgent.ps1 -Context $context -AgentId $agentId -Action Publish -PublishActionName 'PublishBot'

Create a knowledge source

$context = Connect-DataverseApi.ps1 -AuthenticationType Federated -EnvironmentUrl "https://contoso.crm.dynamics.com" -Environment AzureCloud -TenantId $tenantId -ClientId $clientId -FederatedToken $oidcToken

Manage-CopilotKnowledge.ps1 -Context $context -Operation Create -KnowledgeSourceData @{
  name = 'Docs'
  'bot@odata.bind' = "/bots($agentId)"
}

Prerequisites

• Required modules
  • PowerShell 7.2+ (all scripts use #Requires -Version 7.2)
  • The repo’s shared helpers, skills/Common.psm1, loaded by each script
  • Connect-DataverseApi.ps1 (to build the required Dataverse REST context)
• Required permissions
  • Dataverse privileges to read and write the bots entity set for Copilot Studio agents
  • Dataverse privileges for the target knowledge source entity set (default: knowledgesources) and any relationships required by your environment
  • Permission to invoke bound actions when you use -PublishActionName or -UnpublishActionName

Related Docs

• Auth Patterns
• Token Chaining
• Environment Endpoints