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Filter views using copilot

Filter views using Copilot

Posted on November 18, 2024November 18, 2024 By Jeroen Scheper

Another preview feature that will make a lot of people excited is that you are now able to find, sort, and filter views using Copilot. Using your AI prompting skills in Copilot allows you to work with data more efficiently. At the moment you already have some of this functionality available in Copilot but this is in the side panel. Being able to do this now from the views within model-driven apps will increase the user experience a lot.

Filter views using copilot

How do you configure the new Copilot feature for views?

In order to enable this feature that allows you to use Copilot to find, filter, and sort data, please follow the next steps:

  • Open the Power Platform Admin Center
  • Navigate to Environments
  • Select the environment where you want to enable this for
  • Select Settings
  • Navigate to Features in the Products section
  • Find the Natural Language Grid View Search (preview) feature
  • Enable this for All user immediately (this is also where you can turn it off)
  • Press Save

How to find, sort, and filter views using Copilot

Within the different forms the Copilot search bar is now available above the grid. When initially start using it, it will provide some suggestions based on the data in your views. So if you struggle with the AI Prompting then taking a look at the suggestions will definitely help you getting started.

Based on the view that you have open, it will populate the filters in the bar behind it. This allows you to remove individual filters by clicking on an X.

Filter views using copilot
Copilot AI Prompting Artificial Intelligence Customer Insights Customer Service Model-driven Apps filter search and sort dataviews

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