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In this article, you learn the recommended order of operations in Dragon admin center. After completing the prerequisites, you're ready to conduct operations in Dragon admin center:
Prerequisites
Access to a provisioned Microsoft 365 tenant.
Note
There can only be one instance of Dragon admin center per Microsoft 365 tenant.
A Microsoft 365 Global Administrator who can grant permissions, create security groups, and review Dragon Copilot requirements.
Purchase licenses. For more information, see: Licensing for physicians
Create new or identify existing physician users and administrative users in Microsoft Entra.
Assign and manage user roles and assign licenses.
For more information, see: Get started with Dragon admin center
1. Access Dragon admin center
In Microsoft 365 admin center, go to All admin centers > Microsoft Dragon.
2. Create a new environment in Dragon admin center
In the Management section of the navigation pane, select Environments.
An environment is a container where you can provision a Dragon Copilot instance and manage it in the context of your organization's settings, requirements, and target audiences across the business.
For more information, see: Environments
3. Provision Dragon Copilot in Dragon admin center
Provisioning is the creation and configuration of a resource so that it's ready for use. You must have one or more licenses to provision Dragon Copilot in the environment that you created. Also, your environment can only have one instance of each Dragon Copilot capability.
For more information, see:
4. Set up your organization in Dragon admin center
In the Environment configuration section of the navigation pane, select Organization.
On the Organization page, you can configure an organization hierarchy and manage healthcare groups of users. The following tabs are available:
Hierarchy: Here you create a hierarchy that reflects your business needs, whether that's the structure of your organization or how you want to manage your products and users.
Healthcare groups (optional): Here you create healthcare groups of users that inherit product configurations when associated with organizational units.
5. Define your organization hierarchy
You can create a hierarchy that reflects your business needs, whether that's the structure of your organization or how you want to manage your products and users through different logical groupings.
For more information, see: Organization hierarchy
6. Create healthcare groups (optional)
You can add users from your Entra tenant as members of the organizational unit or create healthcare groups. These healthcare groups of users can be users that share similar configurations. You can associate these groups with organizational units.
For more information, see: Healthcare groups
7. Deploy and manage AI apps and agents (optional)
Deploy and manage purpose-built AI apps and agents that align with your organization’s needs and clinical specialties.
You can get AI apps and agents from Microsoft Marketplace. Afterwards, you deploy and configure them in Dragon admin center.
For more information, see: AI apps and agents (preview)
8. Add electronic health record (EHR) partners and users to your organization (optional)
Note
If you're only working with the standalone Dragon Copilot apps from Microsoft, you can skip EHR management.
In the Environment configuration section of the navigation pane, select Connector.
If you're working with Dragon Copilot embedded in an EHR, you need to add, configure, and manage your EHR instance in Dragon admin center. This step creates a link between your EHR instance and your Dragon Copilot embedded app. In this EHR instance, you can also add your EHR user IDs that allow you to configure the Dragon Copilot embedded app for users within that instance.
For more information, see: EHR management
9. Configure data export to Microsoft Fabric (optional)
In the Management section of the navigation pane, select Environments.
The Data export section enables you to automatically export different kinds of data to a Microsoft Fabric lakehouse. You can then perform data analysis on transcripts, audio and notes data from your users.
For more information, see: Export data to Microsoft Fabric
10. Review your Dragon Copilot solution in Dragon admin center
In the Dragon Copilot section of the navigation pane, select Physicians.
Note
Dragon Copilot combines our proven conversational and ambient AI with the newest and most capable generative AI, healthcare-adapted safeguards, and new capabilities on a scalable platform. For more information, see: Microsoft Dragon Copilot
The Overview tab enables you to configure the Dragon Copilot capability (all modalities: embedded, web, desktop, and mobile) through settings in the context of the organization hierarchy for the instance of Dragon Copilot you provisioned.
For more information, see: Microsoft Dragon Copilot (physicians)
11. Configure Dragon Copilot settings in Dragon admin center
In the Dragon Copilot section of the navigation pane, select Physicians.
You can configure settings for Dragon Copilot and enable them by organizational unit, depending on the needs of your users in each organizational unit to customize different user experiences. You can enable, disable, and lock settings, and also reset settings.
For more information, see: Configure Dragon Copilot (physicians) settings
12. Manage Information Assist sources and tools in Dragon admin center (optional)
In the Environment configuration section of the navigation pane, select Information Assist.
Information Assist gives users access to vetted and verified information sources. Users can query these sources in Dragon Copilot to get answers based on credible clinical content.
Manage access to Information Assist sources and tools to ensure that users have access to the right information for their role and specialty.
For more information, see: Manage Information Assist
13. Manage the library in Dragon admin center
In the Environment configuration section of the navigation pane, select Library.
The Dragon admin center library is a tool for managing library items in your organization. Library items enable your users to streamline documentation, automate workflows, and personalize clinical content.
For more information, see: Library overview