Power Apps in Microsoft 365 Copilot
From conversation
to action.
Bringing business data into the conversation, and AI into the flow of work. I guided the team designing how Power Apps and Microsoft 365 Copilot work together.
01 / At a glance
Keep work in context.
People need to move from a question to the right business data, without repeatedly switching between an app and an AI conversation.
Shape a shared direction.
Led the design team from early concepts through public preview, aligning interaction patterns with product and engineering leadership.
Two ways into the work.
Power Apps content inside Microsoft 365 Copilot, and Copilot agents inside business apps. One connected experience across both surfaces.
02 / The experience
A question.
A way forward.
Follow a client-prioritization scenario with the Analyst agent, directly inside Power Apps.
- 01 / 03 Ask
Start with an intent.
Ask the Analyst agent to identify high-value clients. The conversation stays alongside the business app, with the records still in view.
A natural-language request, grounded in the app’s customer data. - 02 / 03 Understand
Make the answer useful.
A prioritized customer list brings the recommendations together. People can see which clients to focus on and the reasoning behind each suggestion.
Customer recommendations turn an open question into a focused list. - 03 / 03 Act
Move from chat to action.
Bring the recommended records into a chart and a table. The answer becomes an interactive view people can explore inside their app.
Charts, records and the conversation share the same workspace.
03 / Design & leadership
Behind
the experience.
My role was to guide the team’s design direction, review the work at each milestone, and connect decisions across product and engineering.
Make chat a place to work.
I guided the team in defining patterns for data grids, charts and custom tools rendered inline in a conversation. The design needed to support interaction with business data directly inside Microsoft 365 Copilot.
Bring the agent to the context.
The experience also brings Researcher and Analyst into Power Apps. From analyzing a client to creating a pitch deck, the agent can work with the business record someone already has open.
Give the team a shared language.
I partnered with PM and engineering to align this new surface with Power Platform’s design language, and coached designers as they explored a conversational workspace. Reviews connected early concepts to the experience delivered in public preview.
04 / What changed
From early concepts
to people’s workflows.
The work brought Power Apps into a new conversational surface, while bringing Microsoft 365 Copilot agents directly into business apps.
Public preview.
Power Apps experiences began appearing inside Microsoft 365 Copilot conversations.
Available in model-driven apps.
General availability brought the experience into the apps people use for their business processes.
A pattern that extends.
The MCP-powered approach connects to a broader ecosystem, alongside Dynamics 365 and Microsoft partner apps.
