From 7f8d2f91b5cc18e104d968bcc3abfb70a0bc894a Mon Sep 17 00:00:00 2001 From: Paul Bullock Date: Sat, 29 Nov 2025 09:57:03 +0000 Subject: [PATCH 1/4] Update instructions for finding Dataverse skill ID Updated instructions, as the location for finding this wasn't descriptive enough to find the right area of Copilot Studio to extract the definition. --- docs/includes/dataverse-knowledge-skill-location.md | 10 ++++++---- 1 file changed, 6 insertions(+), 4 deletions(-) diff --git a/docs/includes/dataverse-knowledge-skill-location.md b/docs/includes/dataverse-knowledge-skill-location.md index 5096f147..20793607 100644 --- a/docs/includes/dataverse-knowledge-skill-location.md +++ b/docs/includes/dataverse-knowledge-skill-location.md @@ -7,10 +7,12 @@ ms.localizationpriority: medium To find the unique `skill` identifier for the Dataverse knowledge sources you want to include: -1. In Copilot Studio, follow the instructions in [Add a Dataverse knowledge source](https://learn.microsoft.com/microsoft-copilot-studio/knowledge-add-dataverse) to create a new declarative agent with Dataverse knowledge. -1. Select **Publish** and then download the .zip file. -1. Unzip and open the declarativeAgent.json file. -1. The `skill` value is included in the `knowledge_sources` section, as shown in the following example. +1. In Copilot Studio, find the Agent named "Copilot for Microsoft 365" and open it +2. Create a new agent to use to generate the knowledge source section. +3. Follow the instructions in [Add a Dataverse knowledge source](https://learn.microsoft.com/microsoft-copilot-studio/knowledge-add-dataverse) to create a new declarative agent with Dataverse knowledge. +4. Select **Publish** and then download the .zip file. +5. Unzip and open the declarativeAgent.json file. +6. The `skill` value is included in the `knowledge_sources` section, as shown in the following example. ```json { From e22ed7ea85a1032298381e112e92b322cdea9b08 Mon Sep 17 00:00:00 2001 From: Paul Bullock Date: Sat, 29 Nov 2025 10:00:00 +0000 Subject: [PATCH 2/4] Update instructions for finding skill identifier Small tweak to description --- docs/includes/dataverse-knowledge-skill-location.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/includes/dataverse-knowledge-skill-location.md b/docs/includes/dataverse-knowledge-skill-location.md index 20793607..73444125 100644 --- a/docs/includes/dataverse-knowledge-skill-location.md +++ b/docs/includes/dataverse-knowledge-skill-location.md @@ -7,7 +7,7 @@ ms.localizationpriority: medium To find the unique `skill` identifier for the Dataverse knowledge sources you want to include: -1. In Copilot Studio, find the Agent named "Copilot for Microsoft 365" and open it +1. In Copilot Studio, navigate to Agents on the left hand navigation and find the Agent named "Copilot for Microsoft 365" then open this agent. 2. Create a new agent to use to generate the knowledge source section. 3. Follow the instructions in [Add a Dataverse knowledge source](https://learn.microsoft.com/microsoft-copilot-studio/knowledge-add-dataverse) to create a new declarative agent with Dataverse knowledge. 4. Select **Publish** and then download the .zip file. From 435e1b296449c19df5cb87c762940232ad20b351 Mon Sep 17 00:00:00 2001 From: Laura Graham Date: Tue, 2 Dec 2025 14:39:29 -0800 Subject: [PATCH 3/4] Revise steps for locating Dataverse skill identifier Updated instructions for finding the unique skill identifier in Copilot Studio. --- docs/includes/dataverse-knowledge-skill-location.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/includes/dataverse-knowledge-skill-location.md b/docs/includes/dataverse-knowledge-skill-location.md index 73444125..829b90a0 100644 --- a/docs/includes/dataverse-knowledge-skill-location.md +++ b/docs/includes/dataverse-knowledge-skill-location.md @@ -7,10 +7,10 @@ ms.localizationpriority: medium To find the unique `skill` identifier for the Dataverse knowledge sources you want to include: -1. In Copilot Studio, navigate to Agents on the left hand navigation and find the Agent named "Copilot for Microsoft 365" then open this agent. -2. Create a new agent to use to generate the knowledge source section. -3. Follow the instructions in [Add a Dataverse knowledge source](https://learn.microsoft.com/microsoft-copilot-studio/knowledge-add-dataverse) to create a new declarative agent with Dataverse knowledge. -4. Select **Publish** and then download the .zip file. +1. In Copilot Studio, in the left pane, choose **Agents**, and open the **Copilot for Microsoft 365**. +2. Create a new agent. +3. Follow the instructions in [Add a Dataverse knowledge source](https://learn.microsoft.com/microsoft-copilot-studio/knowledge-add-dataverse) to add Dataverse knowledge. +4. Select **Publish**, and then download the .zip file. 5. Unzip and open the declarativeAgent.json file. 6. The `skill` value is included in the `knowledge_sources` section, as shown in the following example. From d7bdb5db5b21402ed893bad2d92a0d28954e2980 Mon Sep 17 00:00:00 2001 From: Laura Graham Date: Tue, 2 Dec 2025 14:40:42 -0800 Subject: [PATCH 4/4] Update instructions for creating a new agent --- docs/includes/dataverse-knowledge-skill-location.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/docs/includes/dataverse-knowledge-skill-location.md b/docs/includes/dataverse-knowledge-skill-location.md index 829b90a0..cedded30 100644 --- a/docs/includes/dataverse-knowledge-skill-location.md +++ b/docs/includes/dataverse-knowledge-skill-location.md @@ -7,8 +7,7 @@ ms.localizationpriority: medium To find the unique `skill` identifier for the Dataverse knowledge sources you want to include: -1. In Copilot Studio, in the left pane, choose **Agents**, and open the **Copilot for Microsoft 365**. -2. Create a new agent. +1. In Copilot Studio, in the left pane, choose **Agents** > **Copilot for Microsoft 365**, and select **Add** to create a new agent. 3. Follow the instructions in [Add a Dataverse knowledge source](https://learn.microsoft.com/microsoft-copilot-studio/knowledge-add-dataverse) to add Dataverse knowledge. 4. Select **Publish**, and then download the .zip file. 5. Unzip and open the declarativeAgent.json file.