How to Use Microsoft 365 Copilot in Power Platform

Microsoft 365 Copilot is an intelligent assistant integrated into the Power Platform, aiming to streamline and enhance your workflows. By providing automated suggestions, facilitating data retrieval, and optimizing task execution, Copilot aims to improve efficiency within the Power Platform environment. This guide will outline the simple steps to activate Copilot and harness its features, empowering you to optimize processes and maximize productivity within the Power Platform.

1. Accessing Copilot within the Power Platform

Upon accessing the Power Platform, navigate to the interface where you typically engage in tasks or workflows.

2. Activating Copilot

Look for the Copilot feature, which might be integrated into the interface as an option, icon, or tool. Click or tap on this feature to activate it.

3. Utilizing Copilot’s Assistance

Once activated, Copilot provides support and suggestions tailored to your activities within the Power Platform. It assists in various tasks such as:

• Automated Suggestions: Copilot might offer recommendations or automated actions based on your ongoing workflows.
• Data Retrieval: Ask Copilot for specific data or insights, and it might retrieve relevant information from your Microsoft 365 resources.
• Task Streamlining: Copilot can streamline processes, making task execution more efficient.

4. Engaging with Copilot’s Features

Explore the different functions Copilot offers within the Power Platform. Experiment with its suggestions and functionalities to understand how it can aid in your workflows.

Also Read: How to Use Microsoft 365 Copilot in Power Platform and How to Use Microsoft 365 Copilot in Business Chat

5. Adapting to Copilot’s Assistance

Copilot learns from your interactions and adapts to your preferences over time. Engage with its recommendations and corrections to help it better understand and assist in your Power Platform activities.

6. Providing Feedback

Offer feedback on Copilot’s assistance to Microsoft. Your input can contribute to enhancing its functionalities and relevance to your specific workflow needs.

7. Ensuring Data Security

While Copilot aids in tasks and workflows, ensure sensitive data remains secure. Avoid sharing confidential information unless within secure channels or protocols.

8. Staying Updated with Copilot Features

Stay informed about Microsoft updates related to Copilot within the Power Platform. New features or improvements might further optimize its assistance for your workflows.