Create agent flows

Scenario

In this exercise, you will:

Create an agent flow

This exercise will take approximately 30 minutes to complete.

What you will learn

How to create a tool for running an agent flow in Copilot Studio

High-level lab steps

Create an agent flow to retrieve Dataverse data with an agent action
Create an agent flow to create Dataverse data with an agent action

Prerequisites

Must have completed Lab: Work with entities

Detailed steps

Exercise 1 - Create agent action to retrieve data from Dataverse

Microsoft Copilot Studio can access data in Microsoft Dataverse using agent flows.

Task 1.1 - Create agent flow to retrieve a property

Navigate to the Microsoft Copilot Studio portal https://copilotstudio.microsoft.com and ensure you are in the appropriate environment.
Select Agents from the left navigation pane.
Select the Real Estate Booking Service you created in the earlier lab.
Select the Tools tab.
Select + Add a tool.
Select + New tool.
Select Agent flow.
Select the trigger step When an agent calls the flow and select + Add an input.
Select Text.
Enter Bedrooms for Input and Number of Bedrooms for Please enter your input.
Select the + icon between the two steps in the flow to add a new action.
Enter Dataverse in the Search field and select See more for the Microsoft Dataverse connector.
Select the List rows action.
If prompted for authentication, enter Lab connection for Connection name, select OAuth for Authentication Type, and select **Sign in.

Note: If you see a ‘Failed to create OAuth connection’ error, you may need to allow popups in your browser.
Select Real Estate Properties for table name.
Enter contoso_bedrooms eq (with a space after eq) in the Filter Rows field.
With the Filter Rows field still selected, select the lightning icon to its right, then select the Bedrooms parameter.

Important: Ensure there is a space between eq and Bedrooms.
Select the Respond to Copilot action in the authoring canvas and select + Add an output.
Select Text.
Enter PropertyId for Enter a name
Select the Enter a value to respond with field, and select fx (Insert Expression).

Enter the following expression into the top field:

 first(outputs('List_rows')?['body/value'])['contoso_realestatepropertyid']

Select Add.
Select + Add an output.
Select Text.
Enter PropertyName for Enter a name.
Select the Enter a value to respond with field, and select fx (Insert Expression).

Enter the following expression:

 first(outputs('List_rows')?['body/value'])['contoso_propertyname']

Screenshot of configuring response action.

Select Add.
Select the Settings tab in the Respond to Copilot pane.
Ensure that Asynchronous Response is set to Off.
Select Save draft near the upper-right of the page.
Wait for the save to complete, then select Publish. In the Your agent flow published successfully! pop-up, select Go back to agent.
Select the Overview tab.
Select Edit in the Details section.
Update the Flow name to Get Property
Select Save
Select Agents and select your Real Estate Booking Service agent.
Select Tools and see the Get Property flow you created.

Task 1.2 - Add the Get Property agent action to the topic

Select the Topics tab.
Select the Book a Real Estate Showing topic.
Select the the + icon below the How many bedrooms do you need question? node, select Add a tool, then select the Get Property flow.
Select the NumberofBedrooms variable for the Bedrooms input parameter.
Select the three dots in the Which property do you want to see? question node and select Delete.
Select the the + icon under the Action node and select Send a message.
In the Enter a message field, enter Property (with a space following it).
In the same node, select the {X} (Insert variable) icon and select the PropertyName variable.
Select Save.

Exercise 2 - Create agent action to create data in Dataverse

Microsoft Copilot Studio can ceate data in Microsoft Dataverse using agent flows.

Task 2.1 - Create agent flow to make a booking

Select the tools tab in Real Estate Booking Service.
Select + Add a tool.
SSelect + New tool and then Agent flow .
Select Save draft and wait for the agent flow to save.
Select the Overview tab
Select Edit in the Details section.
Rename the flow Create Booking Request
Select Save.
Select te Designer tab.
Select the trigger step When an agent calls the flow and select + Add an input.
Select Text.
Enter PropertyId for Input and Property for Please enter your input.
Select + Add an input.
Select Text.
Enter ViewerName for Input and Viewer Name for Please enter your input.
Select + Add an input.
Select Text.
Enter ViewerEmail for Input and Viewer Email for Please enter your input.
Select the + icon between the two steps in the flow to add a new action.
Enter Dataverse in the Search field and select See more for the Microsoft Dataverse connector.
Select the Add a new row action.
Select Booking Requests for table name.
Enter Agent booking in the Booking Name field.
Select Show all under Advanced parameters.
Enter contoso_bookingrequests() in the Property (Real Estate Properties) field, move the cursor within the parentheses, select the lightning icon, then select the PropertyId parameter.
Select the Viewer Email field, select the lightning icon, then select the ViewerEmail parameter.
Select the Viewer Name field, select the lightning icon, then select the ViewerName parameter.
Select the Respond to Copilot action.
Select the Settings tab.
Ensure that Asynchronous Response is set to Off.
Select Save draft in the upper-right of the window.
Wait for the save to complete, then select Publish.
Select Overview tab.
Select Edit in the Details section.
Rename the agent flow Create Booking Request
Select Save.

Task 2.2 - Validate your tools

Select Agents and open your Real Estate Booking Service agent.
Select the Tools tab and validate that both of your agent flows are in the list. If not, select +Add a tool > Flow > and select the missing agent flow. Select Add to agent.

Task 2.3 - Add the Create Booking Request agent action to the topic

Select the Topics tab.
Select the Book a Real Estate Showing topic.
Select the the + icon below the What date and time do you want to see the property? node, select Add a tool, then select the Create Booking Request flow.
Select the PropertyId variable for the PropertyId input parameter.
Select the Name variable for the ViewerName input parameter.
Select the EmailAddress variable for the ViewerEmail input parameter.
Select the the + icon below the new Action node, select Topic management, select Go to another topic and select End of Conversation.
Select Save.
Select Publish and select Publish again.

Exercise 3 - Test the agent actions

Task 3.1 - Make a booking request

If closed, select the Test button in the upper-right of the screen to open the testing panel.
Select the three dots at the top of the testing panel in the upper-right of the screen.
If it’s not enabled, enable Track between topics.
Select the Start a new conversation (refresh) icon at the top of the testing panel.
When the Conversation Start message appears, your agent will start a conversation. In response, enter a trigger phrase for the topic that you’ve created:

I want to book a real estate showing

Enter the following information:

 Name: <Your name>

 Email address: <Your email address>

After you supply the information, an Adaptive Card displays the information that you entered and asks if the details are correct. Select Yes.
Select House for the type of property prompt.
Enter 3 for the number of bedrooms prompts.
Enter Tomorrow 2:00 PM to the What date and time do you want to see the property? prompt.
Select Yes to the Did that answer your question? prompt.
Select any rating.
Enter No to the Can I help with anything else? prompt.

Task 3.2 - Verify the booking request

If it’s not still open, navigate to https://make.powerapps.com in a new tab.
Make sure you are in the appropriate environment.
Select Apps in the left navigation.
Select Play on the Real Estate Property Management model-driven app.
In the left navigation, select Booking Requests. View the booking request your agent just created for you.