Merge pull request #10696 from MicrosoftDocs/main

pushing to live

Author: mduelae

powerapps-docs/developer/data-platform/org-service/entity-operations-create.md

@@ -1,7 +1,7 @@
 ---
 title: "Create table rows using the SDK for .NET" 
 description: "Learn how to create table rows using the SDK for .NET."
-ms.date: 01/18/2024
+ms.date: 12/16/2024
 ms.reviewer: pehecke
 ms.topic: article
 author: MicroSri
@@ -30,6 +30,8 @@ Each of the examples uses a `svc` variable that represents an instance of a clas
 
 > [!NOTE]
 > Each table has a unique identifier primary key column which you can specify when creating a row. In most cases you should allow the system to set this for you because the values generated by the system are optimized for best performance.
+>
+> Dataverse stores primary key data in telemetry to help maintain the service. If you specify customized primary key values, don't use sensitive information in those values.
 > 
 > With elastic tables, you can create records with duplicate primary key values and different `partitionid` values. However, this pattern is not compatible with model-driven or canvas Power Apps. [Learn about setting the primary key value with elastic tables](../use-elastic-tables.md#setting-the-primary-key-value)
 

powerapps-docs/developer/data-platform/use-elastic-tables.md

@@ -2,7 +2,7 @@
 title: Use elastic tables using code
 description: Learn how to perform data operations on Dataverse elastic tables using code.
 ms.topic: how-to
-ms.date: 02/22/2024
+ms.date: 12/16/2024
 author: pnghub
 ms.author: gned
 ms.reviewer: jdaly
@@ -132,6 +132,7 @@ Here's an example:
 ```
 
 ---
+
 ### Using the partitionId parameter
 
 Currently, you can use a `partitionId` parameter to specify the value of the `partitionid` column only for `Retrieve` and `Delete` operations. For more information, go to [Known issue: The partitionId optional parameter isn't available for all messages](elastic-tables.md#the-partitionid-optional-parameter-isnt-available-for-all-messages).
@@ -281,6 +282,8 @@ Use the `x-ms-session-token` value that is returned with the `MSCRM.SessionToken
 
 If you don't specify a primary key value, Dataverse sets a primary key value for the record when you create it. Letting Dataverse set this value is the normal practice. You can specify the primary key value if you need to. For elastic tables, there's no performance benefit in letting Dataverse set the primary key value.
 
+Dataverse stores primary key data in telemetry to help maintain the service. If you specify customized primary key values, don't use sensitive information in those values.
+
 Elastic tables don't return an error when you create a record with a primary key value that isn't unique. By setting the primary key values with elastic tables, you can create records with that have the same primary key values and different `partitionid` values. However, this pattern isn't compatible with Power Apps. Don't create records with duplicate primary key values when people need to use this data in canvas or model-driven apps.
 
 ## Update a record in an elastic table

powerapps-docs/developer/data-platform/webapi/create-entity-web-api.md

@@ -1,7 +1,7 @@
 ---
 title: Create a table row using the Web API
 description: Learn how to use the Web API to send a POST request to create a table row in Microsoft Dataverse.
-ms.date: 11/26/2024
+ms.date: 12/16/2024
 ms.service: powerapps
 ms.topic: how-to
 author: MicroSri
@@ -75,6 +75,8 @@ For all system tables and attributes (table columns), you can find this informat
 
 Each table has a unique identifier primary key column which you can specify when creating a row. In most cases you should allow the system to set this for you because the values generated by the system are optimized for best performance.
 
+Dataverse stores primary key data in telemetry to help maintain the service. If you specify customized primary key values, don't use sensitive information in those values.
+
 With elastic tables, you can create records with duplicate primary key values and different `partitionid` values. However, this pattern is not compatible with model-driven or canvas Power Apps. [Learn about setting the primary key value with elastic tables](../use-elastic-tables.md#setting-the-primary-key-value)
 
 <a name="bkmk_createWithDataReturned"></a>

powerapps-docs/maker/TOC.yml

@@ -680,6 +680,8 @@
         items:
         - name: Get started with formulas
           href: ./canvas-apps/working-with-formulas.md
+        - name: Build an agent to automate your business process (preview)
+          href: ./canvas-apps/agent-builder.md  
         - name: Use Copilot to create and edit Power Fx formulas
           href: ./canvas-apps/ai-formulas-formulabar.md
         - name: Understand variables
@@ -2603,6 +2605,8 @@
     href: ./common/faq-field-suggestions.md
   - name: FAQ about filtering, sorting, and searching canvas galleries with Copilot
     href: ./common/faq-filter-with-copilot.md
+  - name:  FAQ about agent builder in canvas apps 
+    href: ./common/faq-agent-builder.md  
 - name: Resources
   items:
   - name: Blog

powerapps-docs/maker/canvas-apps/agent-builder.md

@@ -0,0 +1,113 @@
+---
+title: Automate your business processes with agent builder in a canvas app
+description: How to create an agent to help automate business processes in a canvas app using agent builder.
+author: noazarur-microsoft
+ms.topic: article
+ms.date: 12/16/2024
+ms.subservice: canvas-maker
+ms.author: noazarur
+ms.reviewer: mkaur
+search.audienceType: 
+  - maker
+contributors:
+  - noazarur-microsoft
+---
+
+# Build an agent to automate your business process (preview) 
+
+[!INCLUDE [preview-banner](~/../shared-content/shared/preview-includes/preview-banner.md)]
+
+Agent builder in Power Apps enables organizations to transition into the AI-first era by using the knowledge, logic, and actions of an app to create copilot agents. These agents handle daily tasks, streamline processes, enhance productivity, and optimize overall business efficiency. Watch this brief video to see how to build an agent:
+
+> [!VIDEO 284820d9-7fbc-4c8f-bf20-e8678614ed3d]
+
+ Makers can easily create agents that automate processes within their existing canvas apps. Agent builder uses the app's metadata and the desired agent goal to generate a comprehensive step-by-step process. This process is then combined with extracted skills from the app, resulting in a fully equipped copilot that offers detailed instructions and actions.
+
+Once the agent is created, makers can add triggers, make edits, conduct testing, and publish the agent in Microsoft Copilot Studio.
+
+> [!IMPORTANT]
+> - This is a preview feature.
+> - Preview features aren't meant for production use and might have restricted functionality. These features are subject to [supplemental terms of use](https://go.microsoft.com/fwlink/?linkid=2189520), and are available before an official release so that customers can get early access and provide feedback.
+
+## Create an agent
+
+To streamline your manual process, generate an agent that replicates the steps you typically follow to complete tasks.
+
+1. Sign in to [Power Apps](https://make.powerapps.com).
+1. Select **Apps** in the left navigation pane.
+1. Select your app and then select **Create agent from app (Preview)** on the command bar. You can also select **Commands** (![Commands button.](media/power-apps-page-icons/apps-commands-menu-to-edit.png)) for the app and then select **Create agent from app (Preview)**.
+
+    :::image type="content" source="media/agent-builder/ab-create-agent-from-app.png" alt-text="Create agent from app":::
+
+1. Select a suggestion or in the text box describe the process you want to automate and then select **Next**.
+
+    :::image type="content" source="media/agent-builder/ab-select-next-to-regenerate-instructions.png" alt-text="Select next to generate instructions":::
+
+    When you choose a suggestion, the text box is automatically filled in. You can edit and add more details about what you want the agent to do. To improve the agent's accuracy, use simple, everyday language and be specific, such as:
+     - Submit completed claim forms to the database for processing.
+     - Generate reports for claims filed within a specific date range.
+
+1. Based on the suggestion or the information that you provide for the agent's goal and the app's metadata, agent builder generates step-by-step instructions to replace your manual process. Review the instructions for accuracy and make any necessary edits.
+
+    :::image type="content" source="media/agent-builder/ab-regenerate-instructions-1.png" alt-text="regen-agent":::
+
+### Regenerate instructions to improve response
+
+You can also revise the description to better represent the process you want to automate. When you're done, select the **Regenerate instructions** to receive updated instructions that match the new goal of the agent.
+
+:::image type="content" source="media/agent-builder/ab-regenerate-instructions.png" alt-text="regenerate instructions":::
+
+### Best practices
+
+When you edit the instructions, follow these suggestions:
+
+- Use clear and specific wording in the instructions. For example, "Filter the claims data using the approval status" rather than "Filter the data."
+
+- Verify the instructions to ensure they meet their goal.
+
+- Keep each of the sentences for the instructions relatively simple. If there are too many details and conditions in one of the sentences, it might not work as intended.
+
+- Ensure the logical flow of the instructions is easy to follow. Avoid adding new instructions at the end of the instruction set. Instead, move instructions in line to maintain a logical sequence. 
+  
+  Here's example instructions:
+
+    1. Read the data from the table.
+
+    2. Process the data with pending status.
+
+    3. If amount is less than $50 auto approve it and mark it as approved.
+
+    4. Update the table with new status.
+
+    5. And if the amount is more than $50 but less than $500 check to see if it's an approved item.
+
+    6. Additionally if the amount is more than $500 update the status to manual review.
+
+    To improve the logical flow in this example, move steps #5 and #6 after step #3.
+
+## Limitations
+
+- If a data source connection isn't found, it's not possible to extract actions for app. In such cases, agent builder still generates an agent, including the actions that can be converted, or none if no actions can be converted.
+
+- Deprecated Excel connectors aren't supported, but the following Excel connectors are supported:
+
+  - [Excel Online (Business)](connections/connection-excel.md)
+  - [Excel Online](connections/connection-excel.md)
+
+- Agent builder is only available in regions where Microsoft Copilot Studio generative agents are available.
+
+- This feature is currently available only for canvas apps.
+
+- This feature is available only in English (en-US).
+
+## Provide feedback
+
+Unless feedback is disabled by your admin, each step in agent builder includes a **Like** (thumbs up) and **Dislike** button (thumbs down).
+
+After reviewing the agent's responses, you can also provide feedback in your own words. When you're done, select **Submit**.
+
+## Related information
+
+[FAQ for agent builder in canvas apps](../common/faq-agent-builder.md)
+
+

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

@@ -12,7 +12,7 @@ ms.custom:
   - ai-seo-date: 10/10/2024
 ai-usage: ai-assisted
 ms.reviewer: 
-ms.date: 12/5/2024
+ms.date: 12/16/2024
 ms.subservice: canvas-maker
 search.audienceType: 
   - maker
@@ -67,6 +67,7 @@ The following articles can help you build various apps in different scenarios us
 - [Create Power Fx formulas with Copilot](ai-formulas-formulabar.md)
 - [Use field suggestions by Copilot](ai-field-suggestions.md)
 - [Add a custom Copilot to a canvas app (preview)](add-custom-copilot.md)
+- [Build an agent to automate your business process (preview)](agent-builder.md)
 
 ### Copilot in model-driven apps