{"id":40245,"date":"2025-01-22T16:03:36","date_gmt":"2025-01-22T10:33:36","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40245"},"modified":"2025-03-12T11:56:25","modified_gmt":"2025-03-12T06:26:25","slug":"boosting-canvas-apps-with-copilot-control-in-power-apps-a-complete-step-by-step-guide","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/01\/boosting-canvas-apps-with-copilot-control-in-power-apps-a-complete-step-by-step-guide\/","title":{"rendered":"Boosting Canvas Apps with Copilot Control in Power Apps: A Complete Step-by-Step Guide"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40252\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png\" alt=\"Boosting Canvas Apps with Copilot Control in Power Apps: A Complete Step-by-Step Guide\" width=\"1400\" height=\"800\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png 1400w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-660x377.png 660w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/><\/p>\n<p>The Copilot control is a powerful AI assistant that allows users to engage with data in Canvas Apps using natural language conversations. By incorporating this AI-driven feature, app creators can offer users instant insights and automated solutions, greatly enhancing the user experience.<\/p>\n<p>In this blog, we&#8217;ll guide you through the process of adding the Copilot control to a Canvas App and connecting it to data sources such as Contacts, Leads, or Cases.<\/p>\n<p>If you want to integrate a custom Copilot into your Canvas App, check out this blog post for a detailed guide on enabling your custom Copilot without needing to place it on any specific screen in your app.<\/p>\n<h3><strong>Why Use Copilot in Canvas Apps?<\/strong><\/h3>\n<ul>\n<li><strong>AI-Powered Insights:<\/strong> Users can ask questions and receive instant insights based on app data.<\/li>\n<li><strong>Data-Driven Decisions:<\/strong> Copilot suggests actions and insights derived from historical data.<\/li>\n<li><strong>Enhanced Productivity:<\/strong> Automates repetitive tasks, enabling users to focus on high-priority actions.<\/li>\n<\/ul>\n<h3><strong>Prerequisite<\/strong><\/h3>\n<p>To enable users to access the Copilot chat feature in a Canvas App, a<a href=\"https:\/\/admin.powerplatform.microsoft.com\/\" target=\"_blank\" rel=\"noopener\"> Power Platform administrator<\/a> must first activate the setting that <strong>allows users to analyze data using an AI-powered chat experience in Canvas and model-driven apps.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40246\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png\" alt=\"Boosting Canvas Apps with Copilot Control in Power Apps\" width=\"1919\" height=\"873\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1024x466.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-768x349.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1536x699.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-660x300.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<h3><strong>Setting Up Copilot for Your Canvas App<\/strong><\/h3>\n<p>To integrate the Copilot control into your Canvas App, you&#8217;ll need to enable certain features in the app settings:<\/p>\n<ol>\n<li><strong>Copilot Component<\/strong>: This option activates the Copilot feature, allowing you to add the Copilot control and connect it to a custom AI assistant.<\/li>\n<li><strong>Edit in Copilot Studio<\/strong>: This option provides the ability to modify the Copilot using Copilot Studio. If disabled, only the default Copilot will be accessible in the app.<\/li>\n<\/ol>\n<p>Launch your application in <a href=\"https:\/\/make.powerapps.com\/\" target=\"_blank\" rel=\"noopener\">Power Apps<\/a>, then, go to <strong>Settings <\/strong>in the command bar and select <strong>Updates<\/strong>. Next, within the <strong>Preview <\/strong>tab, turn on both the <strong>Copilot Component <\/strong>and <strong>Edit in Copilot Studio<\/strong> options to start customizing the Copilot functionality for your app.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40247\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png\" alt=\"Boosting Canvas Apps with Copilot Control in Power Apps\" width=\"1919\" height=\"869\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1024x464.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-768x348.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1536x696.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-660x299.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<h3><strong>Example Use Case: Managing Customer Support Cases<\/strong><\/h3>\n<p>Imagine a customer support agent opening a case record. The Copilot control can:<\/p>\n<ul>\n<li>Suggest solutions based on similar resolved cases.<\/li>\n<li>Recommend relevant knowledge articles.<\/li>\n<li>Automate follow-up task creation if no action is taken within a specific timeframe.<\/li>\n<\/ul>\n<p>By leveraging the Copilot control, users can work smarter, resolve issues faster, and deliver better customer service.<\/p>\n<h3><strong>Step-by-Step Guide to Adding Copilot Control<\/strong><\/h3>\n<h3><strong>1. Open or Create a Canvas App<\/strong><\/h3>\n<ul>\n<li>Sign in to <a href=\"https:\/\/make.powerapps.com\/\" target=\"_blank\" rel=\"noopener\">Power Apps<\/a>.<\/li>\n<li>You can either open a pre-existing Canvas App or begin a new one.<\/li>\n<\/ul>\n<h3><strong>2. Add a Data Source<\/strong><\/h3>\n<ul>\n<li>Click <strong>Data<\/strong> in the left panel.<\/li>\n<li>Select <strong>Add data<\/strong> and choose <strong>Dataverse<\/strong>.<\/li>\n<li>Connect to the <strong>Cases<\/strong>, <strong>Contacts<\/strong>, or <strong>Leads<\/strong><\/li>\n<\/ul>\n<h3><strong>3. Insert the Copilot Control<\/strong><\/h3>\n<ul>\n<li>Go to the <strong>Insert<\/strong><\/li>\n<li>Choose AI Copilot from the AI Components section.<\/li>\n<li>Drag and drop the <strong>Copilot control<\/strong> onto the screen.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40248\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png\" alt=\"Boosting Canvas Apps with Copilot Control in Power Apps\" width=\"1919\" height=\"867\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1024x463.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-768x347.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1536x694.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-660x298.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<h3><strong>4. Configure the Copilot Control<\/strong><\/h3>\n<ul>\n<li>Select the Copilot control and set the <strong>DataSource<\/strong> property to the desired table (e.g., Cases).<\/li>\n<li>Define the fields that Copilot should analyze for insights.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40249\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png\" alt=\"Boosting Canvas Apps with Copilot Control in Power Apps\" width=\"1919\" height=\"870\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1024x464.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-768x348.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1536x696.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-660x299.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<p><strong>5. Customize and Save the App<\/strong><\/p>\n<ul>\n<li>Adjust the Copilot&#8217;s size and position on the screen.<\/li>\n<li>Click on <strong>Save <\/strong>&amp; <strong>Publish<\/strong>.<\/li>\n<\/ul>\n<p><strong>Customize the Copilot<\/strong><\/p>\n<p>Select the <strong>Copilot control<\/strong> in your app, then go to the <strong>Properties <\/strong>pane. Click <strong>Edit <\/strong>next to the <strong>Customize Copilot<\/strong> option. If you haven\u2019t created a Copilot yet, choose &#8220;<strong>Create new Copilot<\/strong>&#8221; in the Customize Copilot pane. Copilot Studio will open in a new browser window, where you can customize topics, responses, and actions. Any changes you make will be automatically reflected in the Copilot connected to your app.<\/p>\n<p><strong><em>Note: The Copilot control in Power Apps Studio cannot be linked to an existing Copilot from Copilot Studio.<\/em><\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40250\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png\" alt=\"Boosting Canvas Apps with Copilot Control in Power Apps\" width=\"1919\" height=\"870\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1024x464.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-768x348.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-1536x696.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Boosting-Canvas-Apps-with-Copilot-Control-in-Power-Apps-660x299.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<h3><strong>Conclusion<\/strong><\/h3>\n<p>Integrating the <strong>Copilot control<\/strong> into your Canvas App brings AI-powered insights and automation to your fingertips. This streamlines workflows, enhances decision-making, and improves user engagement. Start building smarter apps today with Copilot, and unlock new possibilities for your business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Copilot control is a powerful AI assistant that allows users to engage with data in Canvas Apps using natural language conversations. By incorporating this AI-driven feature, app creators can offer users instant insights and automated solutions, greatly enhancing the user experience. In this blog, we&#8217;ll guide you through the process of adding the Copilot\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/01\/boosting-canvas-apps-with-copilot-control-in-power-apps-a-complete-step-by-step-guide\/\">Read More: Boosting Canvas Apps with Copilot Control in Power Apps: A\u2026 &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1954,2361],"tags":[3104],"class_list":["post-40245","post","type-post","status-publish","format-standard","hentry","category-canvas-apps","category-technical","tag-canvas-apps-with-copilot"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"The Copilot control is a powerful AI assistant that allows users to engage with data in Canvas Apps using natural language conversations. 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