Many of use uses SharePoint as the Copilot Agent knowledge source but enterprise data is usually in Dataverse. Attaching Dataverse table to Copilot Agent gives the access to the data but the AI functionality might not get the answers with this out-of-the-box setup.

Abracadabra – use another Copilot for creating synonyms

First you need to create the Copilot Agent, then add Dataverse table as knowledge source for the agent.

Add Account table as the knowledge source of Copilot Agent
Add Account table as the knowledge source of Copilot Agent

Go to the Dataverse table and select Synonyms tab

Knowledge source synonyms tab of Account table
Knowledge source synonyms tab of Account table

You must recognize which of the columns has the most valid data for the Copilot Agent AI model to seek the answers. Then you need give proper description and synonyms.

You are creating description for dataverse table column "Address - City" for Copilot Studio Agent. Create proper description so that AI model can understand what information is in this field.

Creating description with Edge Copilot
Creating description with Edge Copilot

Then you need to add synonyms for the column. It is good to recognize what kind of users you have and then ask Edge Copilot to give synonyms for that user group i.e. spoken language.

You are creating synonyms for dataverse table column "Address - City" for Copilot Studio Agent. Create 10 spoken language synonyms so that AI model can recongise when data is needed from this column
Creating synonyms for City column with Edge Copilot
Creating synonyms for City column with Edge Copilot

Remember to Save every now and then

I lost a lot of work when forgot to save after each description and synonym update. So please save save save!

Save Dataverse table knowledge source settings
Save Dataverse table knowledge source settings

Repeat this to each column you think is needed for the AI to get data. This way the quality of AI answers are much better than just dropping the table as data source without any configuring