Microsoft recently introduced a new Prompt column feature in preview for Dynamics 365 CRM. This innovation allows AI integration directly into Dataverse data, enabling automatic generation of intelligent content based on custom prompts.
What is a Prompt Column?
A Prompt column is a Dataverse field that executes a user-defined AI prompt, takes input from other columns in the same row, and writes the generated text into the column itself.
The results can be used anywhere Dataverse is employed, including model-driven apps, workflows, and reports.
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How to Configure a Prompt Column
To create a Prompt column:
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Log in to Power Apps and select Tables in the left-hand navigation panel.
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Create a new table or open an existing table.
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On the table page, select New > Column.
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Enter a display name and description for the column.
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Under Data type, select Prompt.
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Deselect Allow field to be auto-completed.
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Click + Add new prompt.
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On the Prompt column page, create your prompt.
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Click Save on the prompt page.
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Click Save on the column properties page to save the column.
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Writing Effective Prompts
For accurate AI responses, write clear and specific prompts. Best practices include:
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Provide clear instructions – Specify exactly what you want the AI to do.
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Use structured language – Well-structured prompts help the AI understand context and intent.
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Include contextual information – Provide the necessary context to generate more accurate responses.
You can also include input columns in your prompt for dynamic data, such as customer feedback, to generate personalized responses.
Note that some column types, like formula, file, image, or other prompt columns, cannot be used as inputs.
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Testing and Refining Prompts
After creating a prompt, test it to ensure it generates the desired results.
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Create a test record with appropriate values in all input columns.
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Review the AI-generated response to confirm it reflects the test data.
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Modify the prompt as needed until you achieve the expected results.
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Once satisfied, remove knowledge filters and save the prompt.
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Viewing Prompt Column Results
To view and validate Prompt column results:
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Open or create a model-driven app in Power Apps.
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In the app designer, select Edit form for the table containing your prompt columns.
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Add all relevant input and prompt columns to the form.
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Click Save and Publish.
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Go to Tables > Views and observe the values, including newly created records with prompt outputs.
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Integration with Copilot and AI Builder
Prompt columns can be combined with Microsoft Copilot and AI Builder to automate tasks like scheduling, report generation, and data entry.
For example, a sales manager can use a custom prompt to generate opportunity summaries based on available data. Dynamic inputs, such as customer details or documents, can make prompts even more personalized.
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Preview Feature Considerations
Since Prompt columns are a preview feature, they may have limited functionality and are not intended for production environments. Use them for evaluation and feedback purposes, keeping in mind they may change or be removed in future releases.
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The Prompt column in Dynamics 365 CRM represents a significant step toward integrating AI into daily business processes. It allows organizations to automate the creation of intelligent content, improving efficiency and personalizing customer interactions. Experimenting with this feature can help optimize CRM operations.
For more information, check the official Microsoft documentation:
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