With Microsoft 365 Copilot for Service, 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.
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 have the option 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'll need to be a system administrator or contact the system administrator. You then need to complete the following:
Create an AI agent in the environment (this step installs the necessary Copilot for Service solutions).
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.
When you try Copilot for Service, you can create trial environments that expire after 30 days. When the environment expires, all the 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 have created your own environment and selected Trial as the environment type, you'll receive email messages shortly before it expires. In the Copilot for Service portal, you'll also see a notification if you have AI agents created in a trial environment that are going to expire in less than two weeks.
Note
There is 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 Copilot for Service.
Converting a trial environment to a production environment
An environment is a space to store, manage, and share your organization's business data that is stored within an instance of a Dataverse database. You can set up one or many environments, depending on the needs of your organization. This module explores these environments and how you can use them with instances of Dataverse databases.
Demonstrate the use of Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant.