Merge branch 'main' into phecke-servicebus

Author: phecke

powerapps-docs/maker/TOC.yml

@@ -406,10 +406,12 @@
             href: ./canvas-apps/add-configure-controls.md
           - name: Add a screen
             href: ./canvas-apps/add-screen-context-variables.md
-          - name: Add a chatbot (preview)
+          - name: Add a Chatbot control (preview)
             href: ./canvas-apps/add-ai-chatbot.md
-          - name: Add a copilot (preview)
+          - name: Add a Copilot control (preview)
             href: ./canvas-apps/add-ai-copilot.md
+          - name: Add a custom Copilot (preview)
+            href: ./canvas-apps/add-custom-copilot.md
           - name: Create and edit tables
             href: ./canvas-apps/create-edit-tables.md
           - name: Work with a gallery

powerapps-docs/maker/canvas-apps/add-ai-chatbot.md

@@ -1,5 +1,5 @@
 ---
-title: Add Chatbot control to your canvas app
+title: Add a Chatbot control to your canvas app
 description: A control that enables embedding of any published Power Virtual Agent (PVA) bot into Power Apps for end-user.
 author: mduelae
 ms.topic: conceptual
@@ -8,7 +8,7 @@ ms.collection:
     - bap-ai-copilot
     - get started
 ms.reviewer: 
-ms.date: 5/2/2024
+ms.date: 7/9/2024
 ms.subservice: canvas-maker
 ms.author: tapanm
 search.audienceType: 
@@ -17,11 +17,11 @@ contributors:
   - mduelae
 ---
 
-# Add Chatbot control to a canvas app (preview)
+# Add a Chatbot control to a canvas app (preview)
 
 [This article is prerelease documentation and is subject to change.]
 
-Add Chatbot control to your canvas apps and embed a published [Microsoft Copilot Studio](/power-virtual-agents/fundamentals-what-is-power-virtual-agents) chatbot to assist your end-users with various requests—from providing simple answers to common questions to resolving issues requiring complex conversations. 
+Add a Chatbot control to your canvas apps and embed a published [Microsoft Copilot Studio](/power-virtual-agents/fundamentals-what-is-power-virtual-agents) chatbot to assist your end-users with various requests—from providing simple answers to common questions to resolving issues requiring complex conversations. 
 
 The Chabot control is also available in [custom pages for model-driven apps](../model-driven-apps/model-app-page-overview.md). The control also supports Teams authenticated Microsoft Copilot Studio bots. A bot picker lists all bots that are in the same environment as your app.
 

powerapps-docs/maker/canvas-apps/add-ai-copilot.md

@@ -1,5 +1,5 @@
 ---
-title: Add Copilot control for canvas app users
+title: Add a Copilot control for canvas app users
 description: Add Copilot AI control for apps users to your canvas app.
 author: mduelae
 ms.topic: conceptual
@@ -8,7 +8,7 @@ ms.collection:
     - bap-ai-copilot
     - get started
 ms.reviewer: 
-ms.date: 4/4/2024
+ms.date: 7/9/2024
 ms.subservice: canvas-maker
 ms.author: tapanm
 search.audienceType: 
@@ -17,7 +17,7 @@ contributors:
   - mduelae
 ---
 
-# Add Copilot Control to a canvas app (preview)
+# Add a Copilot Control to a canvas app (preview)
 
 [This article is prerelease documentation and is subject to change.]
 

powerapps-docs/maker/canvas-apps/add-custom-copilot.md

@@ -0,0 +1,73 @@
+---
+title: Add a custom Copilot to a canvas app
+description: "Add a custom Copilot to a canvas app in Microsoft Power Apps."
+author: mduelae
+ms.topic: conceptual
+ms.custom: canvas
+ms.reviewer: 
+ms.date: 7/8/2024
+ms.subservice: canvas-maker
+ms.author: mkaur
+search.audienceType: 
+  - maker
+contributors:
+  - mduelae
+---
+
+# Add a custom Copilot to a canvas app (preview)
+
+[This article is prerelease documentation and is subject to change.]
+
+Microsoft Copilot Studio empowers makers to create their own custom Copilots with AI. In a few steps, you can add your custom Copilot across all your canvas app screens without modifying your app's design. You can use this feature both on the web and through the Power Apps mobile app.
+
+> [!IMPORTANT]
+> - App Copilot for canvas apps is currently rolling out and might not yet be available in your region. App Copilot may be available on [Power Apps mobile](../../mobile/run-powerapps-on-mobile.md) for mobile devices before it becomes available on the web browser during rollout.
+> - You must allow data movement across regions, for generative AI features, as a prerequisite to use copilots in Power Apps. This step is important if your organization and your environment are in different regions. For more information, see [Enable copilots and generative AI features](/power-platform/admin/geographical-availability-copilot\#enable-data-movement-across-regions).
+> - Preview features aren't meant for production use and might have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
+> - For more information, go to our [preview terms](https://go.microsoft.com/fwlink/?linkid=2189520).
+
+## What is the difference between App Copilot in canvas apps and the Copilot control?
+
+**Copilot control** requires makers to update their canvas app to make space for the control and is only available on the web. The control feature supports asking questions about your data or connecting to a new (not existing) custom copilot from Copilot Studio.
+
+**App Copilot** doesn't require updating the canvas app layout. App Copilot is available across web and natively on mobile devices and can connect to pre-existing custom Copilots created in Copilot Studio.
+
+## How to enable App Copilot
+
+### Prerequisites
+
+- Create a custom Copilot in [Copilot Studio](/microsoft-copilot-studio/fundamentals-get-started?tabs=web) and publish it in the same environment as the app.
+
+- Configure the custom Copilot with [user authentication in Microsoft Entra ID](/microsoft-copilot-studio/configuration-authentication-azure-ad).
+
+- [Give makers and users access](/microsoft-copilot-studio/admin-share-bots?tabs=web) to the custom Copilot within the environment.
+
+## Connect your custom Copilot to your canvas app
+
+
+Open your [canvas app open for editing](edit-app.md) in Power Apps Studio:
+
+1. On the command bar, select **Settings** > **Updates** > **Preview** tab and enable **Copilot from app settings**.
+
+1. You see a **Copilot** tab appear in **Settings**. In the drop-down list, select a custom Copilot that is published and shared in the same environment as your canvas app.
+
+   :::image type="content" source="media/add-custom-copilot/copilot-tab.png" alt-text="Screenshot that shows the Copilot tab in Settings and where you can select an app that was shared with you." lightbox="media/add-custom-copilot/copilot-tab.png":::
+
+1. After choosing a copilot, close the settings dialog box and publish the app. App users are able to use App Copilot in the app.
+
+When previewing an app in Power Apps Studio, Copilot is not displayed. To see Copilot in action, you need to save and publish your app, and then open it in Power Apps mobile or the web browser.
+
+> [!TIP]
+> Removing the custom Copilot from the app disables the functionality.
+
+## Use App Copilot 
+
+- Open your canvas app in a web browser. On the command bar, select **Copilot**.
+
+   :::image type="content" source="media/add-custom-copilot/copilot-chat-in-app.png" alt-text="Screenshot that shows the Copilot chat in the app." lightbox="media/add-custom-copilot/copilot-chat-in-app.png":::
+
+- In Power Apps mobile running on iOS or Android devices, select the floating button to access App Copilot. You can move the button around or dismiss it. To use App Copilot after dismissing it, close and reopen the app.
+
+## See Also
+
+[FAQ for Copilot](/microsoft-copilot-studio/faqs-copilot)

powerapps-docs/maker/canvas-apps/ai-overview.md

@@ -30,8 +30,9 @@ Learn how to use Copilot features in Power Apps.
 
 - [Build apps through conversation](ai-conversations-create-app.md)
 - [Continue editing your app with Copilot (preview)](ai-edit-app.md)
-- [Add Chatbot control to a canvas app (preview)](add-ai-chatbot.md)
-- [Add Copilot control to a canvas app (preview)](add-ai-copilot.md)
+- [Add a Chatbot control to a canvas app (preview)](add-ai-chatbot.md)
+- [Add a Copilot control to a canvas app (preview)](add-ai-copilot.md)
+- [Add a custom Copilot to a canvas app (preview)](add-custom-copilot.md)
 - [Leverage Azure OpenAI Service in AI Builder (preview)](/ai-builder/prebuilt-azure-openai)
 - [Create Power Fx formulas with Copilot](ai-formulas-formulabar.md)
 - [Use field suggestions by Copilot](ai-field-suggestions.md)

powerapps-docs/maker/canvas-apps/media/add-custom-copilot/copilot-chat-in-app.png

@@ -20,7 +20,7 @@ searchScope:
 This article provides recommendations for how to create the best experience for users of apps configured for offline use. 
 
 - If you configure a canvas app for offline use, you need to optimize how the app fetches data from the data source. Learn more: [How to create the best offline user experience in canvas apps](best-practices-offline.md#how-to-create-the-best-offline-user-experience-in-canvas-apps)
-- To function offline, an app must initially download all necessary assets, including resources and data, to operate independently of a network connection. This process is a one-time, setup task that occurs during the app’s first use. The speed of this initial download is influenced by the volume of data downloaded to the device, which is determined by the offline profile settings and the quantity of data available to the user within the app’s environment. For a seamless, initial experience, it’s advisable to  plan the your [offline app rollout](best-practices-offline.md#plan-your-offline-app-rollout).    
+- To function offline, an app must initially download all necessary assets, including resources and data, to operate independently of a network connection. This process is a one-time setup task that occurs during the app’s first use. The speed of this initial download is influenced by the volume of data downloaded to the device, which is determined by the offline profile settings and the quantity of data available to the user within the app’s environment. For a seamless, initial experience, it’s advisable to plan your [offline app rollout](best-practices-offline.md#plan-your-offline-app-rollout).    
 
 ## How to create the best offline user experience in canvas apps
 
@@ -39,27 +39,27 @@ Monitor is a tool that offers makers a deep view of what an app does and how it
 ## Plan your offline app rollout
 
 > [!IMPORTANT]
->If you're using an **auto-generated offline profile** (available for canvas apps only), and if the first synchronization is taking too much time, you should create a manual, offline profile by using the following best practices. 
+> If you're using an **auto-generated offline profile** (available for canvas apps only), and if the first synchronization is taking too much time, you should create a manual, offline profile by using the following best practices. 
 
-Develop and roll-out your offline app in three phases.
+Develop and roll out your offline app in three phases.
 
 :::image type="content" source="media/mobile-offline-guidelines/phases.png" alt-text="Illustration that shows Phase 1 for a maker, Phase 2 for testers, and Phase 3 for users.":::
 
 ### Phase 1: Develop and iterate
 
 After you've [set up mobile offline for canvas apps](canvas-mobile-offline-setup.md#create-a-custom-mobile-offline-profile-with-admin-rights) or [set up mobile offline for model-driven apps](setup-mobile-offline.md#set-up-a-mobile-offline-profile), it's time to start testing and tweaking. Use [Power Apps mobile](run-powerapps-on-mobile.md) or [Field Service Mobile](/dynamics365/field-service/field-service-mobile-app-user-guide) to determine how the app behaves when it's offline. For Windows, you'll find the [Power Apps for Windows](windows-app-install.md) app in the Microsoft Store that allows iterating without the need for a mobile device.
 
-In this phase, you'll add tables and apply filters to existing tables to make sure that the right data is downloaded to the app, following the guidelines to [Optimize the offline profile](mobile-offline-guidelines.md)
+In this phase, you'll add tables and apply filters to existing tables to make sure that the right data is downloaded to the app, following the guidelines to [Optimize the offline profile](mobile-offline-guidelines.md).
 
 #### Outcome
 You confirm that all the tables and forms work offline after the data is downloaded and that download sizes are reasonable. 
 
 > [!IMPORTANT]
-> The metadata for the model-driven app is retrieved when the app starts.  This means that if you change a component in your app, such as a form component or view, then you need to restart the app for the profile to reflect the changes.  
+> The metadata for the model-driven app is retrieved when the app starts. This means that if you change a component in your app, such as a form component or view, then you need to restart the app for the profile to reflect the changes.  
 
 ### Phase 2: Test with users
 
-Ask a few users to test the app with real data. Make sure the offline profile scales for different types of users and works on devices with varying storage capacities. Check the **Device status** page (available out-of-the-box in model-driven apps) for each user. For more information, see [Using the Offline template and offline status icon](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon). Adjust the filters in the offline profile to increase or decrease the amount of data that's downloaded.
+Ask a few users to test the app with real data. Make sure the offline profile scales for different types of users and works on devices with varying storage capacities. Check the **Device status** page (available out of the box in model-driven apps) for each user. For more information, see [Using the Offline template and offline status icon](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon). Adjust the filters in the offline profile to increase or decrease the amount of data that's downloaded.
 
 :::image type="content" source="media/mobile-offline-guidelines/offline-status.png" alt-text="Screenshot of a mobile app's Offline Status page after a successful download.":::
 
@@ -79,11 +79,11 @@ Test whether your users have all the data they need. Compare the data available
 
 ### Add related tables if your app needs them
 
-- **Business process flows:** If a form contains a business process flow, be sure to add the business process flow table. For more information, see [Supported capabilities](/dynamics365/mobile-app/mobile-offline-capabilities#supported-capabilities).
+- **Business process flows**: If a form contains a business process flow, be sure to add the business process flow table. For more information, see [Supported capabilities](/dynamics365/mobile-app/mobile-offline-capabilities#supported-capabilities).
 
-- **Files and images:** If your offline profile contains files and images, add tables for them. For more information, see [Configure files and images in offline model-driven apps](offline-file-images.md) or [Configure files and images in offline canvas apps](files-images-offline-canvas-apps.md). Use custom filters to limit download of critical files.
+- **Files and images**: If your offline profile contains files and images, add tables for them. For more information, see [Configure files and images in offline model-driven apps](offline-file-images.md) or [Configure files and images in offline canvas apps](files-images-offline-canvas-apps.md). Use custom filters to limit the download of critical files.
 
-- **Timeline:** To make notes on the timeline control (for model-driven apps only) available offline, add the **Notes** table and the **Users** table to the offline profile. Notes can be large if users upload images and videos, so apply custom filters to the **Notes** table to limit download times.
+- **Timeline**: To make notes on the timeline control (for model-driven apps only) available offline, add the **Notes** table and the **Users** table to the offline profile. Notes can be large if users upload images and videos, so apply custom filters to the **Notes** table to limit download times.
 
     > [!IMPORTANT]
     > Data downloads may be slower if users upload files larger than 4 MB to the timeline control. If users need to upload files larger than 4 MB, use the quick notes control in Field Service or **Files**/**Images** instead of the timeline to improve performance.