Copilot Studio - Unmanaged to Managed

It’s been a while since my last blog post. One of the main reasons is that I’ve spent most of my time working on the podcast #TeamsCastAway, which I’ve been running for more than five years now.

This time, I’ll be writing about Copilot Studio and how we work with maintaining and managing agents.

Unmanaged to Managed 

Since I develop Copilot Studio agents on a regular basis, most of my work happens in unmanaged environments. This allows me to make frequent changes and continuously test during development.

Typically, I work in my own development environment. When I reach a point where the solution is ready for broader testing, I export it from my dev environment and import it into a test/dev environment. These environments are also unmanaged and are used for final testing and fine‑tuning.

In the production environment, all agents are deployed as managed solutions. This ensures stability, as no direct changes should be made in production.

So how does this works?

We jump into Solutions in Copilot Studio

From here we create out Solution by pressing Solutions. Press New solution

Then we need to create a name for the new solutions 

As you can see now the solution has been created and it's Unmanaged and we shall export it to production who is managed-

Then we press export the Solution we just created

and here we make i managed since we are going into production environment.

Finally we now can download it and start to make this production

We switch environment and do the same procedure from Solutions but now we are choosing Import solution

We then  choose the file we downloaded and Import it and we are done.

PS! If you are doing changes in the dev for an agent or prompt be aware that the solution that was created earlier will then be updated. So when you have to do changes, well than in prod when you come so far it will either Update or Upgrade. 

Best of luck make Copilot Studio agents into productions.