Smart ways to handle data are very important now. Adding more to your data in Dataverse by hand is often hard. AI Prompt Columns are a great new answer. This tool makes your data better. It also gives you more ideas right in Microsoft Dataverse. You can change your records with AI. This blog will show you how to use this strong AI tool. You will learn to use each prompt column well.
Key Takeaways
AI Prompt Columns add smart text to your Dataverse records. You give simple instructions, and the AI creates new information.
You can easily make a new Prompt Column in Dataverse. Go to Power Apps, pick your table, and choose ‘Prompt (Preview)’ as the column type.
Prompt Columns help you get exact information from your data. They make your data smarter and help you make better choices.
Always test your prompts to make sure the AI gives good answers. You can use old records to see how the AI works.
You can use AI-made data in many ways. Show it in apps, automate tasks, and improve customer support.
What are AI Prompt Columns?
What is a Prompt Column in Dataverse?
A prompt column in Dataverse is a new tool. It puts AI right into your Dataverse tables. This special type of data makes AI text. You write simple instructions. We call this a prompt. This instruction uses other columns. These columns are in the same record. This tool adds smarts to your data. It makes text based on other column values.
A prompt column is a new kind of column. It is in Dataverse. It adds AI to Dataverse tables. You can save natural language prompts. You run them on information. The AI answer saves in the same record. You set up a prompt. You also set up input fields. It then makes summaries. It also makes structured info or documents. The text it makes works like any other field. You can use it in apps. You can use it in views. You can use it in dashboards. You can use it in flows.
How AI Prompt Columns Work
Imagine a customer feedback app. This app gets feedback. It is for a sports store. You want to know how customers feel. You also want to know their state. You can use AI prompt columns for this. The prompt column in Dataverse can find this info. It uses the feedback text. For example, a customer writes, “I love the new shoes. I would buy them again.” A prompt can say the feeling is “positive.” Another prompt can find the state. It uses the address.
These AI prompt columns are very smart. They get good info. This info comes from existing records. These records are in your table. They are also clear. You write the prompt one time. Then, you use it many times. The values from the prompt column are ready right away. You can link them to a dashboard. You can ask questions about them. You can sort them. This helps you add AI. It goes right into your tables. It makes your records better. This helps with more of your business needs.
Good Things About Using Prompt Columns
Using AI prompt columns has many good points. They make things more correct. AI answers become right and exact. They look at specific Dataverse tables. This makes sure they are correct. Prompts based on Dataverse tables match AI answers. They match business rules. This is true for business info.
You get smart filtering. Input variables let you filter info fast. This means you only get what you need. You also get a better user experience. Users get info just for them. They do not need to look through extra records. Answers are based on what you ask for.
Key benefits of using prompt columns include finding info exactly. You use Dataverse tables. You pick columns like Name. You pick ItemId. You pick Quantity. The AI looks at specific data. This helps it find things exactly. Filtered answers are another good thing. You use filters with input variables. For example, SupplierFilter. You use it for the Supplier column. This makes sure the AI finds only matching records. This leads to more exact results. For example, you ask for ‘stock from Fresh Farms Ltd’. It looks in the StoreInventory table. It finds where Supplier is ‘Fresh Farms Ltd’. This helps improve user productivity. It is in Microsoft Dataverse. It makes things better overall.
How to Set Up and Use the Prompt Column
What You Need
First, you need to use the Power Apps Maker Portal. You also need a place to make or change tables. Make sure AI Builder is on. It must be in your area. This makes sure you see “Prompt (Preview).” This is a data type. It shows up when you make a new column.
Making a New Prompt Column
You can easily create your first prompt column in Dataverse. This adds strong AI to your records. Follow these steps to add a new column to your table:
Go to the Power Apps Maker Portal.
Pick your environment.
Click on Tables.
Choose a table. For example, “Case.” Or make a new one. Like “Customer Feedback.”
Click “+ New Column”.
Give your new column a name. Add a description.
For Data Type, pick Prompt (Preview).
It is best to uncheck “Allow form fill assistance.” This helps you focus. You can focus on your own prompt.
Click “+ Add new prompt”. This opens the prompt builder.
Save your column.
Publish the table.
Setting Up AI Models and Prompts
The prompt builder is where you make your column smart. You can write your own prompt here. You can also use one that is already made. If a prompt is already there, you can erase it. Or, click the three dots. They are next to the Model field. Then choose “Clear prompt.”
When you write your natural language prompts, be very clear. For example, tell the AI to answer differently. This depends on the feedback. You might say, “If feedback is good, do X. If feedback is bad, do Y.” Make your instructions easy to understand. This helps the AI know what you need.
You can use other columns. They are in your table. This gives the AI more information. For example, you can use a “customer feedback” column. Click “Add Content.” Or type a right slash (/). This lets the AI use existing data. This data is from your records. You can use many input columns. This makes your AI even better.
Checking and Making Prompts Better
After you make your prompt, you must test the prompts in Dataverse. This makes sure your AI gives good answers. Here are ways to test and make your prompt better:
Start Simple: Begin with easy prompts. This shows how the AI works. Then, you can add harder rules.
Iterate Quickly: Use Dataverse‘s tools. They help you test and get feedback. This helps you make prompts better fast. You can test with real data.
Involve Business Users: Ask experts to help write prompts. Their ideas can make the AI better.
Test and Refine: Always check what the AI says. Change your prompts if needed. This makes them more correct.
Carefully Validate Outputs: Always check AI answers. This is very important for big tasks. It makes sure they are right.
You can test your prompt with old records. For example, search for “Jeremy Herald.” This shows how the AI uses specific data.
You can make up to five prompt column in Dataverse per table. Remember, prompt column values do not appear automatically. They do not appear for old records. If you add a new column to an old table, old records will be empty. To fix this, update old records. This makes the AI create values for that column.
You can make your new prompt column easy to see. Drag it onto forms. These are in Power Apps. Add it to your views. This makes the AI-made values clear. You can put the field on your form. You can change it to rich text. This makes it look better. Publish everything. This lets you use the AI data right away.
Displaying AI Data in Apps
You can show AI-made data in many ways. For example, link feelings or feedback to dashboards. This gives you quick ideas. The AI model uses values. These come from other columns. It uses them as input. It then makes a reply. This reply saves in the prompt column in dataverse. You can put this field on your form. You can also use it in Power Automate. You can use it in reports or views. This helps you see your business data clearly.
Automating Workflows with AI Data
You can set up workflows. Use Power Automate. This helps you reply to feedback automatically. The replies use AI-made answers. This makes your work faster. You can also use AI to change data. For example, make dates the same. A prompt like “Standardize all dates to dd/mm/yyyy” works. You can make values regular. For instance, “If the value is DE or GER, change to Germany” makes country names the same. You can add to data. Use “Select ‘Reorder’ if @Quantity is smaller than 5”. This adds new data. It is based on what you have. You can remove data. A prompt like “Remove the comma and everything after it” cuts data. You can combine columns. For example, “Merge @First_name and @Last_name together with a space in between” puts info together. You can split columns. Use “Split the values in @Region by comma” to separate data. You can fix mistakes. An example is “Add +49 to all phone numbers that don’t have a country code and @Country is Germany”. This fixes data problems. You can do math across columns. For example, “Multiply @Cost and @Quantity and show the total cost in EUR if @Currency is EUR” does math automatically. You can pull out data. A prompt like “From @Region, extract the country. Region is currently like this, Europe Germany. I want only Germany” gets specific info. You can sort data. For example, “If @Deal_size < 10k it’s Small; if < 25k it’s Medium; the rest is Enterprise” puts data into groups. You can check data. Use a prompt like “Check if everything after www. in @Company_domain matches the domain after the @ in @Email. If true, return ‘OK’. If false, return ‘Check domain.’” This makes sure data is right.
Diverse Use Cases for Prompt Columns
Prompt columns have many uses. They help with customer support. They answer common questions. They create replies. They help make content. They make summaries or blog articles. They are good for data analysis. This includes checking feelings. It also includes sorting by product type. You can link them with other Power Platform parts. This helps with reports or plans. These AI features in Microsoft Power Platform make your business data better.
You can make sales better. Make special content. Use custom prompts. Use AI Builder inputs. This means less office work. You can make customers happier. Quickly create smart outputs. These include summaries. They also include follow-up emails. You can automate CRM tasks. Write emails or sum up chances. This lets sales managers focus on clients. They do not need to focus on data entry. This shows how powerful AI generation is. It is for your business data and data analysis.
Good Ways to Use and Fix Problems
AI prompt columns change how you use data. They make data better. They give automatic insights. They help make good business choices. You should try this strong tool. Test each prompt. This opens new ways for your data. AI data in Microsoft Dataverse looks very good.
FAQ
❓ What are AI Prompt Columns?
AI Prompt Columns are special Dataverse fields. They use AI to create text. You write simple instructions, called prompts. These prompts use other data in your records. The AI then generates new, smart information for you.
🛠️ How do I create a new Prompt Column?
First, go to the Power Apps Maker Portal. Choose your table. Then, click “+ New Column.” Name your column and pick “Prompt (Preview)” as the data type. Next, open the prompt builder to write your instructions.
🔄 Can I use Prompt Columns with old records?
Prompt Column values do not automatically appear for old records. They generate for new records and updated records. To get values for existing records, you must update each record. This triggers the AI to create the data.
✨ What are the benefits of using Prompt Columns?
Prompt Columns make your data smarter. They automate data enrichment and provide quick insights. You can use the AI-generated values in dashboards, queries, and workflows. This helps you make better business decisions.
🧪 How can I test my prompts?
You can test your prompts against existing records. Use the prompt builder’s testing feature. Select a specific record to see how the AI responds. Refine your prompt until it gives the results you want.
