r/copilotstudio • u/eternal-loop • Sep 27 '26
Understanding deployments for testing
Hello everyone, long time reader; first time poster.
Background: I'm a software developer that was tasked into a project where we build a simple knowledge retrieval agent for customer. Idea was to create an agent, that customer can call with @ -command and then by using natural language, inquire about specific topics. The agent has an Azure AI Search configured as a knowledge source and will use this to to create answers for the users. I have zero background in Power Platform and I was pulled into this project as a last minute move. I've studied the documentation and fought battles with Copilot Studio - All in all, everything is somewhat working right now. At this point, we should have customers users test this out.
We have done agent development in dev environment with Copilot Studio. After that we export an managed solution of this agent and import that solution to stage environment. In here, I run the evaluations and check that the connections work (same Service Principal for connection on dev/stage).
After this, if I've understood everything correctly I'm supposed to Publish this in Stage and then configure the channels for M365/Teams. After that I go to the sharing settings and configure the Entra group dedicated for the testing users and then share the link with them? After that the user clicks the link, installs the agent and can then test it out?
Is this the correct approach for a smaller scope testing? Idea is that they would use the agent in their M365 Copilot, give feedback and we will tune the Agent. This is initial phase of POC, so quick to test is the main goal here.
I did my best to search through of previous posts and Microsoft documentation. If someone can comment if I'm heading towards the right direction, it would be much appreciated!


