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Tag: #powerapps

{How to } Publish Copilot Agents to WhatsApp

Hello Everyone,

Today i am going to share my thoughts on how to publish the copilot agent to whatsapp channel.

Let’s get started.

To publish a Microsoft Copilot Studio agent to WhatsApp, you must use Azure Communication Services (ACS) as the bridge between your agent and the whatsapp business platform.

1. Prerequisites

Before starting, ensure you have the following:

Azure Subscription: You need an active subscription with an Azure Communication Services (ACS) resource.

WhatsApp Business Account (WABA): A verified business account on Meta’s WhatsApp Business Platform.

Phone Number: A clean, verified phone number specifically for your WhatsApp agent.

Agent Settings: Your agent’s authentication must be set to either “No authentication” or “Authentication manually” (Microsoft sign-in is not supported on this channel).

2. Step-by-Step Configuration

1. Publish YOur Agent: Ensure your latest changes are live by selecting Publish in the Copilot Studio side menu.

2. Navigate to Channels: Go to Settings > Channels and select the WhatsApp tile.

3. Connect to Azure:

a. Select your Azure Communication and the specific ACS resource.
b. Choose the WhatsApp-enabled phone number you wish to use.

4. Deploy: Click Deploy. This process automatically configure the connection between ACS and Copilot Studio.

5. Scan & Test: Once deployment is finished, Copilot Studio will generate a QR code.
Scan this with your WhatsApp device to start a test chat with your live agent.

3. Important Limitations & Tips

Content Restrictions: WhatsApp agents have limited support for Adaptive Cards.
Only “Interactive actions” (up to 3 buttons), “Choice lists”, and “Open URL” cards are supported.

24-Hour Window: You can reply freely to a user within 24 hours of their last message.
To initiate a conversation outside this window, you must use Meta-approved WhatsApp Message Templates.

Troubleshooting: If messages are sent but the agent doesn’t respond, verify that the Event Grid resource provider is registered in your Azure subscription to allow message forwarding.

For detailed step-by-step instructions click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram aka @UK365GUY

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{How to} Request Information from humans in the loop in Copilot Studio Agent flows

Hello Everyone,

Today I am going to share my thoughts on how to request information from humans in the loop in Copilot Studio Agent flows.

Let’s get started.

In the agent flows in Microsoft Copilot Studio, you can request information from a human (human in the loop) when the agent cannot complete a task automatically. This is usually done by sending a request to a person through approval, email, or Teams using Microsoft Power Automate.

Below are the simple steps.

Step 1: Create or Open an Agent Flow
1. Go to Copilot Studio
2. Open your Copilot Agent
3. Navigate to Agent Flows
4. Click New flow.

Step 2: Add a Trigger

Choose a trigger such as:

1. When an agent calls the flow
2. When a topic triggers the flow

This allows the agent to start the flow when needed.

Step 3: Add a Human Approval Step

In the flow designer:

1. Click + New step
2. Select Approvals
3. Choose Start and wait for an approval

This sends a request to a human (manager, support agent, etc)

Example:

The agent asks a human to approve a refund.

Step 4: Send the Request to a Person

Configure the approval:

Assigned to: email or user
Title: Request from Copilot Agent
Details: Information the human needs.

Example:

Customer requested refund of £50.
Approve or reject?

You can send it via:

Microsoft Teams
Email
Power Automate approvals portal

Step 5: Wait for the Human Response

The flow pauses until the human responds.

Possible responses:

Approve
Reject
Provide additional input

Step 6: Return the Result to the Agent

Add a Condition step:

If Approved -> continue the process.
If Rejected -> inform the user

Example response to the user:

“Your request has been approved.”
“Your request requires further review.”

Example Use Cases

Approving refunds
Escalating to a manager
Verifying sensitive data
Manual renewal of AI decisions

Furthermore: You can also create a human escalation where the agent hands the conversation to live support person in Teams or a helpdesk system.

That’s it for today.

I hope this helps.

Malla Reddy Gurram aka @UK365GUY

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{How to } Hide the legacy app for admins on Power Platform Admin Center

Hello Everyone,

Today I am going to show how to hide the legacy app for admins on Power Platform Admin Center.

Let’s get’s started.

To hide the legacy “Dynamics 365 – custom” app for administrators in Power Apps, follow these steps:

1. Access the Power Platform Admin Center:

Navigate to the Power Platform Admin Center.

2. Select Your Environment:

In the Environments section, choose the environment where you want to modify the app visibility.

3. Modify Environment Settings:

Click on Settings > Product > Behavior.

4. Adjust Legacy App Visibility:

Locate the Show legacy app for admins option.

Set this option to Off to hide the legacy app for administrators.

By performing these steps, the legacy “Dynamics 365 – Custom” app will be hidden from administrators, ensuring that all users, including admins, utilize the modern model-driven apps.

Note: This setting was introduced to facilitate the transition from the legacy web client to the Unified Interface, promoting a consistent user experience across the platform.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Allow users to resize side panes on Power Apps

Hello Everyone,

Today I am going to share my thoughts about allowing users to resize the side panes on Power Apps.

Let’s get’s started.

The ” Allow Users to Resize Side Panes” feature in Power Apps introduces the ability for users to adjust the width of side panes dynamically.

This enhancement improves usability by providing greater flexibility in how users interact with Copilot, Teams chat, and productivity tools within the Power Apps interface.

How it works:

1. Adjustable Width: Users can drag the edges of side panes to resize them according to their preference.

2. Real-Time Updates: The content inside the pane automatically adjusts to fit the new size, ensuring a smooth experience.

3. Persistent Settings: Resized panes retain their adjusted size across sessions for a personalized experience.

Key Benefits:

Increased Productivity: Users can expand panes for better visibility or reduce them to maximize workspace.

Improved Customization: Allows users to tailor their interface for multitasking and efficient navigation.

Enhanced User Experience: Provides a responsive, adaptive UI that aligns with modern web application standards.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Select columns downloaded on mobile devices on Power Apps

Hello Everyone,

Today I am going to share my thoughts on selecting the columns downloaded on mobile devices on Power Apps.

Let’s get’s started.

In Power Apps, when using a mobile device to download data (e.g., from a gallery or table), selecting specific columns for downloaded depends on how the data is structured and exported. Here’s how you can do it:

Option 1: Use Export Control (Excel or CSV)

If you are exporting data for download, follow these steps:

1. Use the Export Control (for Dataverse tables)
Add the Export Control in Power Apps.
Connect it to the data source (e.g., a Dataverse table or collection).
Configure the columns by pre-filtering the dataset using the ShowColumns() function.

2. Use ShowColumns() to Select Specific Columns

In your Power Apps formula, filter the dataset before exporting:

ClearCollect(

ExportData,
ShowColumns(
MyDataSource,
“Column1”, “Column2”, “Column3”
)

)

This ensures that only the specified clumns are included in the download.

Option 2: Use Collections for Custom Export

If you want more control over which columns appear in a downloaded file:

1. Create a Collectio with Specific Columns

ClearCollect (

FilteredData,
ShowColumns(
MyTable,
“Name”, “Email”, “Phone”

)

)

2. Export the Collection Data

Use SaveData(FilteredData, “MyData”) to score it locally.

For CSV export, use Power Automate to convert it into a downloadable file.

Option 3: Customize Gallery for Column Selection

If the user needs to choose columns dynamically:

1. Create a Checknox List for Column Selection

Add checkboxes with column names.

Store selections in a variable (e.g., SelectedColumns).

2. Filter Data Based on Selection

ClearCollect(

DynamicExport,
ShowColumns(
MyDataSource,
If(Checkbox1.Value, “Column1”, “”),
If(Checkbox2.Value, “Column2”, “”),
If(Checkbox3.Value, “Column3”, “”),
)

)

This dynamically selects columns before exporting.

Best Practices for Mobile Downloading

Use ShowColumns() to limit unnecessary data.

Optimize performance by using collections instead of querying large datasets.

For CSV or Excel exports, integrate Power Automate for structured file creation.

Steps to Create a Power Automate Flow for Exporting Selected Columns

This method will allow users to select specific columns in Power Apps and download the data as a CSV file.

1. Create a Flow in Power Automate

1. Open Power Automate https://make.powerautomate.com)
2.Click + Create –> Select Instant Cloud Flow.
3. Choose Power Apps as the trigger –> Name the flow –> Click Create.

Add an HTTP Response for Power Apps

1. Click + New Step –> Search for “Initialize Variable”.

Name SelectedColumns
Type Array
Value: Leave empty (will be passed from Power Apps).

2. Add ” List Rows” action to fetch data from your Dataverse table (or SharePoint, SQL, etc.)

Select your Table Name.

Under Filter Query, use:
ShowColumns (DataverseTable, “Column1”, “Column2”, “Column3”)
Alternatively, use OData Queries to select specific fields dynamically.

3. Add “Create CSV Table” action.

From: Select output from the previous “List Rows” action.
This convert the selected data into a CSV format.

4. Add ” Compose” action.

Input: Select output from “Create CSV Table”.

5. Add “Respond to a PowerApp or flow” action.

Add an Output –> Choose File –> Set Value to output from “Compose”.

This sends the CSV file back to Power Apps.

3. Call the Flow from Power Apps
1. In Power Apps, create a button labeled “Export Data”.
2. Connect the Power Automate Flow to Power Apps:

In Power Apps, select the button.
In the OnSelect property, add:

Set(

ExportFile,
‘YourPowerAutomateFlow’.Run(
ShowColumns(MyTable, “Name”, “Email”, “Phone”)
)

);
Download(ExportFile)

This runs the Power Automate Flow, downloads the CSVfile, and allows the user to save it.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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