Work with environments in Service

With Service in Microsoft 365 Copilot, you can create Copilot agents in different environments and easily switch among them.

An environment is a space to store, manage, and share your organization's business data. The AI agents you create are stored in an environment (apps and flows are also stored in environments). Environments may also have different roles, security requirements and target audiences, and each environment is created in a separate location. Learn more in Power Platform environments overview

Important

The environment you want to use for embedded AI agents must be created in the US region.

Prerequisites

You must have the System Customizer security role in the selected environment in order to create the AI agent. Learn more in Types of security roles and Types of environments.

Use environments

You can use multiple environments for the following scenarios:

  • Create separate environments that correspond to specific teams or departments in your company, each containing the relevant data and AI agents for each audience.
  • Create separate environments for different global branches of your company.
  • Create separate environments to satisfy data residency requirements.

You can also build all your AI agents in a single environment if you don't need or want to use different ones.

Create a new environment for your agents

When you first sign in and create a new AI agent, you can choose to create a trial environment if you don't have access to other Dataverse environments.

Create an agent in an existing environment

To create an AI agent in an existing environment, select the environment in the copilot creation window.

Create an agent in an environment where you don't have access

To create an AI agent in an environment where you don't have access, you must be a system administrator or contact your system administrator. You then need to complete the following steps:

  1. Create an AI agent in the environment (this step installs the necessary Service components).

  2. Assign the security role of "System Customizer" to yourself in the environment. Learn more in Create users and assign security roles in the Power Platform admin documentation.

You can then return to the Service portal in Microsoft 365 Copilot and create an AI agent in the environment.

Learn more in environments overview and configure environment security

Trial environments

When you try Service in Microsoft 365 Copilot, you can create a trial environment that expires after 30 days. When the environment expires, all AI agents in the environment are deleted. The data associated with the AI agent, including any flows and resources you have been using, is lost.

If you created your own environment and selected Trial as the environment type, you receive email notices shortly before it expires. If you created AI agents in a trial environment, you are notified in the Service portal two weeks before they expire.

Note

There's a difference between an expiring environment and an expiring license. If your license is expiring, you can extend it without losing any data. Learn more in Get access to Service in Microsoft 365 Copilot.

Converting a trial environment to a production environment

If you use a trial environment and want to retain your Copilot agents longer than 30 days, you must convert the trial environment to a production environment.

Supported operations

Service in Microsoft 365 Copilot supports the following environment lifecycle operations, as described in Power Platform environments overview:

The following operation is unsupported:

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