topic Re: Bot Creation integrate with Microsoft Teams and Answer Questions related to Power BI reports in Developer

Bot Creation integrate with Microsoft Teams and Answer Questions related to Power BI reports

nsandupa — Tue, 21 Apr 2026 07:18:53 GMT

Hi everyone,

I’m working on designing a bot experience in Microsoft Teams that allows users to query report data using natural language. Below is the intended behavior — I’d appreciate feedback or suggestions on improving this approach.

Core Behavior
1. Teams Integration

The bot is available within Microsoft Teams.
2. Personalized Greeting

When a user opens the bot, it greets them based on:
Time of day (e.g., Good Morning / Afternoon / Evening)
Their Microsoft Entra ID display name
3. Natural Language Query

Users can ask questions in plain English, for example:
“Get the count of studies which are Phase 1”

4. Intelligent Report Identification

The bot should:

Respect user access
Only consider reports the user has access to
Example: ABC, CHF, BCA, ACF
Understand user intent (semantic matching)
Identify key entities/attributes from the query
Example:
Query: “Get the count of studies which are Phase 1”
Key concepts: Studies, Phase 1
Map query to relevant reports
Determine which reports contain the required data
Example:
Relevant reports: ABC, CHF
Prompt user for report selection
Respond with something like:
“I found relevant data in the following reports. Please select one to proceed.”

Require the user to select exactly one report
Note:
The bot should infer intent even when exact attribute or column names are not used — similar to how Power BI Copilot interprets queries.

5. Query Execution

Once the user selects a report:
The bot answers the question using only that report’s semantic model
Ensures accuracy and avoids cross-report ambiguity
Goal
To create a Copilot-like experience within Teams that:

Understands natural language queries
Respects user-specific data access
Guides users to the correct data source
Provides accurate, context-aware responses

Re: Bot Creation integrate with Microsoft Teams and Answer Questions related to Power BI reports

v-saisrao-msft — Tue, 21 Apr 2026 12:26:12 GMT

Hi @nsandupa,

Combining Microsoft tools, rather than depending on a single built-in feature, can be effective. Bot built with Microsoft Copilot Studio in Teams can respond to natural language queries, and Power BI Copilot illustrates how these queries are processed using semantic models to produce insights. The standalone Copilot experience also allows users to locate and refine relevant reports through follow-up questions. Since these features are not yet available as a unified API, custom orchestration across these tools is necessary for this use case.

Copilot in Power BI integration - Power BI | Microsoft Learn

Copilot for Power BI overview - Power BI | Microsoft Learn

Standalone Copilot Experience in Power BI (preview) - Power BI | Microsoft Learn

Learn how to use natural language to explore data with Power BI Q&A - Power BI | Microsoft Learn

Connect and configure an agent for Teams and Microsoft 365 Copilot - Microsoft Copilot Studio | Microsoft Learn

Thank you.

Re: Bot Creation integrate with Microsoft Teams and Answer Questions related to Power BI reports

lbendlin — Thu, 23 Apr 2026 21:19:28 GMT

The current technical setup requires your Teams bot (which you created from Copilot Studio, I assume) to communicate with a Fabric Data Agent or an MCP. A direct connection from Teams to a Power BI semantic model is not currently possible.

Re: Bot Creation integrate with Microsoft Teams and Answer Questions related to Power BI reports

v-saisrao-msft — Mon, 27 Apr 2026 04:17:12 GMT

Hi @nsandupa,

Have you had a chance to review the solution we shared earlier? If the issue persists, feel free to reply so we can help further.

Thank you.

Re: Bot Creation integrate with Microsoft Teams and Answer Questions related to Power BI reports

v-saisrao-msft — Thu, 30 Apr 2026 04:25:17 GMT

Hi @nsandupa,

Checking in to see if your issue has been resolved. let us know if you still need any assistance.

Thank you.