A Copilot/agent skill that guides users through creating production-quality Dataverse business skills from natural-language descriptions of business processes.
This skill acts as a skill-authoring assistant. It interviews the user about a business process, generates a complete skill definition (name, description, and full instruction body), checks for duplicates in the environment, and saves the new skill to the Dataverse skill table via the Dataverse MCP server.
- Dataverse intelligence enabled in Power Platform admin center (Settings > Product > Features)
- Dataverse MCP server preview configured in a Managed Environment
- Agent access to MCP tools:
create_record,list_records,update_record,read_query - Write permissions on the Business Skills (
skill) table
- Understand — Gathers purpose, trigger conditions, audience, data sources, process steps, business rules, and edge cases through structured interviews
- Check duplicates — Queries existing skills to prevent name collisions and trigger phrase overlap
- Generate — Produces a kebab-case name, a trigger-phrase-rich description, and a complete instruction body meeting the production-quality benchmark
- Review — Presents the draft to the user for confirmation or revision
- Save — Creates (or updates) the skill record in Dataverse with full error handling
- Advise — Provides testing, sharing, and deployment guidance
Every skill this assistant creates must include:
| Section | Requirement |
|---|---|
| Overview | One-paragraph business problem statement |
| Prerequisites | All tables, tools, and permissions; full schema for custom tables |
| Instructions | Numbered steps with inline tool calls, SQL queries, and business rules |
| Output Format | Exact formatted block the agent presents to the user |
| Dataverse Tables Used | Table name + purpose for every table touched |
| Key Fields Reference | Every field with type and integer codes for all choice/option-set values |
| Examples | At least 3 (2 happy-path, 1 edge case) with realistic data |
| Troubleshooting | Symptom / cause / resolution table |
| Completion Checklist | Assertions the agent verifies before reporting success |
Load SKILL.md as a skill in any agent that supports skill files (Copilot Studio, VS Code Copilot, Claude Code, etc.), then connect the agent to the Dataverse MCP server. Trigger it with phrases like:
- "Create a new skill"
- "I want to build a skill for [process]"
- "Help me define a skill"
- "I have a process I want to turn into a skill"
- "Make a skill for my team"
| File | Description |
|---|---|
SKILL.md |
The full skill definition consumed by agents |
skillsAgents_1_0_0_1_unmanaged.zip |
Power Platform unmanaged solution — contains a Copilot Studio agent pre-loaded with the skill-creator instructions and the Dataverse MCP server connection. Import this into your environment to customize or extend the agent. |
skillsAgents_1_0_0_2_managed.zip |
Power Platform managed solution — same agent and Dataverse MCP server connection, packaged for production deployment. Import this for a locked, upgrade-safe installation. |
README.md |
This file |
- Go to Power Apps and select your target environment.
- Navigate to Solutions > Import solution.
- Upload
skillsAgents_1_0_0_2_managed.zip(production) orskillsAgents_1_0_0_1_unmanaged.zip(development/customization). - Follow the import wizard and confirm the Dataverse MCP server connection is active.
- Open the imported Copilot Studio agent and publish it.
MIT