The Copilot Studio implementation guide offers in-depth guidance, best practices, and reference architectures and patterns. It is designed to help customers, partners, and Microsoft teams plan, design, and review copilot projects and architectures for a successful implementation journey.
The implementation guide also provides a framework to do a 360-degree review of a project. Through probing questions, it highlights potential risks and gaps, aims at aligning the project with the product roadmap, and shares guidance, best practices and reference architecture examples. Users of the implementation review are guided at each step of the journey with the side pane that provides more context on the questions or features, shares best practices, and includes links to additional resources.
Inspired by the Success by Design framework – a tried and tested Microsoft methodology used for Business Applications implementations – this format aims to detect bad patterns, identify risks, share best practices, and showcase example implementations.
Use this URL to download the latest version of the guide: aka.ms/CopilotStudioImplementationGuide
The Copilot Studio implementation guide covers these chapters:
- Overview of the project
- Architecture overview
- Language
- AI functionalities
- Integrations
- Channels and hand off
- Security, monitoring & governance
- Application lifecycle management
- Analytics & KPIs
- Gaps & top requests
- Dynamics 365 Omnichannel (optional)
| Version | Date | Updates |
|---|---|---|
| 1.4 | March 5, 2024 | - Divided the Integrations and channels chapter into 2 chapters. - Reworked the Generative answers processes and considerations slide to surface the Query rewriting step and also highlight the validation that occurs at each steps. This slide also contains footnotes detailing the process. - Added a new Generative AI security and compliance considerations slide. Added an Integration patterns and considerations slide. - Added a Security, copilot, & user management slide, detailing best practices to secure a Copilot Studio project. - Added a Copilot Studio security roles slide. |
| 1.3 | January 9, 2024 | - Added 2 patterns for live agent hand off. - Added the Security and administration controls slide. |
| 1.2 | December 6, 2023 | - Minor edits. |
| 1.1 | December 5, 2023 | - Initial version. |
| 1.0 | 2023 | - Unpublished version. |