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Configure connection references

This article explains how to configure connection references for AI agents that help enable seamless integration with Microsoft services. These connections link flows to essential data sources such as Microsoft Dataverse and Copilot Studio, ensuring smooth operation and enhanced functionality.

Set up connection references for Customer Knowledge Management Agent

  1. Sign in to make.powerapps.com and select your environment.
  2. Go to Solutions > Default Solution > Objects > Connection References.
  1. Search for the following connection references.
    • Microsoft Dataverse CustomerServiceKnowledgeHarvest
    • Microsoft Copilot Studio CustomerServiceKnowledgeHarvest
  2. To create a connection for Microsoft Dataverse CustomerServiceKnowledgeHarvest:
    1. In the Edit dialog, select Connection > New connection.
    2. Search for Microsoft Dataverse and select Create. You might need to sign in using the OAuth connection type to create a Dataverse connection.
    3. Go back to the Edit dialog of Microsoft Dataverse CustomerServiceKnowledgeHarvest, search for the new connection and save it.
    4. Repeat step a and b, to create a connection with Microsoft Copilot Studio.
  3. In Power Automate, search for and turn on the required cloud flow. Learn more in Find your flows easily. Alternatively, you can also find and turn on the cloud flow in Power Apps> Solutions > Default Solution > Objects > Cloud flows.
    • Knowledge Harvest Trigger Flow V2
  4. In Microsoft Copilot Studio, select your environment, search for and Publish the agent. For Customer Knowledge Management Agent flow, the agent in Copilot Studio is CustomerServiceKnowledgeHarvest.

Set up connection references for Quality Evaluation Agent

  1. Sign in to make.powerapps.com and select your environment.
  2. Go to Solutions > Default Solution > Objects > Connection References.

  1. Search for the following connection references. Authenticate the connection references using an administrator account to enable the AI agent to access data sources.

    • Microsoft Dataverse Connection Reference for QEA
    • Microsoft Copilot Studio Connection Reference for QEA
    • QMA.Incident.DVPluginConnection (applicable to evaluations on case and email only)
    • QMA.UnifiedAgent.DVPluginConnection

  2. In Power Automate, search for and turn on the required cloud flow. Learn more in Find your flows easily. Alternatively, you can also find and turn on the cloud flow in Power Apps> Solutions > Default Solution > Objects > Cloud flows.

    • Expire evaluations
    • QEA On Demand Evaluation Case (applicable to evaluations on case and email only)
    • AI Evaluation Flow for Conversation (applicable to evaluations on conversations only)
    • QEA Simulation

  3. In Microsoft Copilot Studio, select your environment, search for and Publish the agent. For Quality Evaluation Agent flow, the agent in Copilot Studio is Quality Evaluation Agent.

Overview of cloud flows
Manage Customer Knowledge Management Agent
Manage Quality Evaluation Agent

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