Copilot Studio - Unmanaged to Managed

 I know there has been some time since I wrote my last blog. One of the reasons is that I spend most of my time doing the podcast #TeamsCastAway that I have run more that 5 years.

This time I will wrote about Copilot Studio and how we handle how we maintain agents.

Unmanaged to Managed 

Since I do develop Copilot Studio agents most of my environment is Unmanaged. This is because I need to do changes all the time and also testing.

Normal when I do this development, I have my own dev environment and when I have to or think that I'm done and we need to test, I export the solution from my dev and into the test/dev environment. They are also unmanaged, but this is where I do the final fine tuning.

In the prod environment that we run all the agent as Managed (solutions), this is because we shall not do any changes in the prod environment. 

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.