Copilot Studio On-Prem SQL Server Tutorial
How do you securely connect an on‑premise SQL Server to Copilot Studio and let your agent read AND write data in real time? In this step-by-step tutorial, I connect a local SQL database (running under my desk) to Copilot Studio using the Power Platform Data Gateway.
You’ll see how to query SQL tables with natural language, retrieve contextual order data, and then go further by adding SQL actions so your agent can create new customer records directly in your on-prem database.
As a Microsoft Cloud Solution Architect and former Microsoft MVP, I’ll walk through the exact configuration: gateway setup, connection creation, adding SQL as knowledge, and configuring an Insert Row action with dynamic AI slot filling.
📌 What You’ll Learn:
1️⃣ How to install and configure the Power Platform On-Premises Data Gateway
2️⃣ Add Azure SQL knowledge in Copilot Studio using a gateway connection
3️⃣ Query local SQL tables with natural language (including contextual follow-ups)
4️⃣ Configure a SQL “Insert Row” action as a tool inside Copilot Studio
5️⃣ Use AI-driven input prompts to dynamically create new customer records
⏱ Timestamps:
0:00 Introduction and Overview
1:16 Querying Tables with Natural Language
3:09 Connecting to SQL Server
4:41 Creating a New Connection
5:45 Querying Customer Orders
8:13 Creating New Customer Records
10:34 Dynamic Customer Record Creation
11:56 Conclusion and Summary
#CopilotStudio #PowerPlatform #SQLServer #DataGateway #NoCode
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👋 About Damien Bird
Microsoft Cloud Solution Architect | Former MVP & Forum Super User
Helping you automate, build, and innovate with Power Platform & AI
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