Get started working with environments

You can obtain a trial license to assist you in completing training and evaluating the product.

To start creating agents, navigate to https://copilotstudio.microsoft.com.

Start a Coplot Studio trial

1. If prompted to sign in, enter your email address and select Sign in.

2. In the Welcome to Copilot Studio dialog, leave the country/region as the default value and select Start free trial. Skip any welcome messages.

   

3. If the Create Agent window opens, select the ellipses (...) menu in the upper-right of page and select Cancel agent creation.

   

Copilot Studio Home page

1. You should be redirected to https://copilotstudio.microsoft.com. If not, navigation to Microsoft Copilot Studio: https://copilotstudio.microsoft.com.

2. View the Copilot Studio home page.

   

Select an environment

1. An Environment selector box is located in the upper-right corner. An environment is where your organization stores, manages, and shares the agent, business data, apps, and Microsoft Power Automate flows. You can select the Environment selector button to display the agents within that environment.lots within that environment.

2. If you're working with an instructor, confirm now with your instructor the environment to use, if you didn't already do so. If you aren't working with an instructor, and you're using your own environment, for the purposes of this course, you can use the default environment. Alternatively, if your tenant allows, you can create your own environment to use in the Power Platform Admin Center.

Define how to work with environments

Today, many organizations have a global presence and provide services to customers in multiple regions, countries, or continents. This aspect can result in needing different types of interactions based on factors such as different data being available and resolutions that are based on departments or locations. Your organization might need to deploy similar agents in different regions that interact with systems and data for those areas. Microsoft Copilot Studio accommodates this occurrence by letting you create agents in different environments and switch between them.

Environments represent space to store, manage, and share your organization's business data. Each agent that you create is stored in an environment. Items like model-driven and canvas applications and Power Automate flows are also stored in environments. Each environment might have different roles, security requirements, and target audiences. Individual environments aren't created in Microsoft Copilot Studio; they're created in a separate location. After you create an individual environment, Microsoft Copilot Studio agents can be created in that environment.

Depending on business needs, organizations can use environments in many ways, including:

• Departmental - By creating an environment that corresponds with specific organizational teams or departments, created agents contain relevant information for that audience.

• Locational - Because the displayed data might be different based on geographic regions, you might define separate environments for different global branches of your company.

You only need multiple environments if your company is global and you're supporting regions with specific data privacy and storage requirements like China, Germany, the EU, Singapore, and so on. In that case, you need to establish environments for each region as you would for any other service that uses and stores data for customers in that region.

Create environments

The first time that you sign in to Microsoft Copilot Studio and create a new agent, a default environment is created. Unless specified otherwise, any other agents are created in the default environment. If more environments are needed, such as for different regions, organizational needs, or other circumstances, they can be added through the Microsoft Power Platform admin center.

For more information, see Create a new environment for your agent.