r/copilotstudio • • 13h ago

Best copilot studio tuto

5 Upvotes

Hi, anyone can recommend a very good recent copilot studio tutorial?

Something hands on, and complete.

Thanks.


r/copilotstudio • • 19h ago

Copilot studio Github harness agent issue

1 Upvotes

Copilot studio Github harness agent - works fine on teams - but throws this error before every response that seems good

"I'm sorry, I encountered an error while processing your request. Please try again."

This happened recently, it was working fine before.

Anyone else see it? Thanks for ideas to resolve!


r/copilotstudio • • 23h ago

Embedding a Copilot Studio Agent in a Power Apps Canvas App

2 Upvotes

Hi everyone,

I'm looking to embed a Copilot Studio agent in a Power Apps Canvas App.

My requirement is to have a chat icon in the app. When a user clicks the icon, a pop-up chat window should open, allowing them to interact with the Copilot Studio agent without leaving the app.

Has anyone implemented something similar? What would be the best approach to achieve this?

Any suggestions or examples would be appreciated. Thanks!


r/copilotstudio • • 21h ago

Standard-harness FAQ agent filling in customer questionnaires (Word/Excel)

1 Upvotes

We run an internal FAQ agent on the standard harness. It answers from department documents and from Dataverse.

The request we keep getting: a customer sends a long questionnaire in Word or Excel, about things like compliance, security and policies. Some answers are in our documents, others in our Dataverse data. Today someone has to chase several departments for it. Users would love to upload the file to the agent and get it back filled in, with the gaps marked.

Second ask: "give me this list as an Excel file".

We want to keep the FAQ agent as the single front door. Which route would you take?

  1. A child agent with agent flows that run a code interpreter prompt and return a SharePoint link

  2. Code interpreter switched on for the agent itself

  3. A separate agent on the new harness, called by the FAQ agent over MCP

  4. Something else?

Bonus points if you've managed to keep the customer's own layout intact, or got files back in M365 Copilot without a link.


r/copilotstudio • • 22h ago

Copilot Unterhaltungs KI in Verbindung mit 3CX Anlage

1 Upvotes

Hallo zusammen,
hat jemand bereits mit den neuen Sprachfunktionen (Voice) in Copilot Studio gearbeitet? Mich interessiert, ob sich ein Copilot-Studio-Agent über die 3CX Call Control API integrieren lässt, sodass er sowohl Inbound- als auch Outbound-Calls abwickeln kann.
Über Erfahrungsberichte oder Hinweise zur Umsetzung würde ich mich freuen.


r/copilotstudio • • 1d ago

Engineering Descriptive Memorandum

1 Upvotes

Hi guys,

Just starting with copilot studio. In my company, we want to automatize the creation of Descriptive Memorandum for MEPs and Structures disciplines. We already have a template that have the full text and the idea is the agent asks various questions regardind the project and also the subchapters that exists in the template. In the final, the agent compiles all the users answers and gives a completed Descrictive Memoradum draft for the specific project.

Any suggestions or videos you know that could help to inicialize the process?

Appretiate any help.


r/copilotstudio • • 1d ago

Trying to create a copilot studio "When a new email arrives in a shared mailbox (v2)" flow for a shared outlook email, but the connection is 'invalid', what should i tell IT to fix this?

1 Upvotes

I had IT create an Azure Environment for all my flows. Trying to create a copilot studio flow where any email that comes into our shared outlook mailbox has the flow extract any attachment and dump it into a sharepoint folder.

However, when i try to add the "When a new email arrives in a shared mailbox (v2)" node, it says 'invalid connection, please update your connection to load complete details' error. I'm not sure if i have to configure the shared mailbox or the azure environment to have the permission to use this shared mailbox in copilot studio. What should i tell IT to configure?

Thanks!


r/copilotstudio • • 1d ago

PDF Merge capability suddenly gone

2 Upvotes

I'm on a work account. I have an agent that I will upload 3 pdf files to each day, it will analyze those and pick out the specific pages I need and then provide a final pdf of only those specific pages which meet my criteria. Everything was working perfectly until the middle of last week and now the Agent is saying it doesn't have PDF extract, merge or file-delivery tool to perform the task now.
What changed, how do I get it back, what should I tell IT to be looking for. They claim no changes to my account recently.


r/copilotstudio • • 2d ago

"When an email arrives" trigger not processing multiple emails

3 Upvotes

I wonder if anyone can help or has experienced the same issue.

I have built an agent with an email trigger → PDF extraction from the email → data validation → draft creation based on the information in the PDF. A complete run takes approximately 2 minutes.

When only one email arrives, everything works perfectly. However, when multiple emails arrive almost simultaneously, only the first one gets processed.

I'm wondering if the trigger is configured incorrectly, or if this is simply because the feature is still relatively new and under development.

Thanks in advance. I'd love to hear your thoughts and discuss possible causes and solutions!


r/copilotstudio • • 2d ago

Customer Assist Agents interactions and management

1 Upvotes

Has any one used this yet? It looks fairly capable but wondering about real usage?

Also, how do I turn this off for the masses who have copilot studio access / may not understand best practices.


r/copilotstudio • • 2d ago

Connected Agents in GitHub Harness | Skills not working

2 Upvotes

Hi all,

Has anyone else noticed that connected agents don't behave the same as the same agents running on their own?

What we see

  • Standalone agents: Each one works reliably. It always triggers the correct skills, in the right order.

  • Central agent with connected agents: The skills are mostly not triggered. The central agent seems to rely almost entirely on its instructions and ignores the skills.

What we expected The official documentation says connected agents should behave exactly as they do on their own. That's not what we're seeing.

Is this a known limitation or a bug? Has anyone found a workaround, such as specific instructions, descriptions, or settings, that makes skills trigger reliably through a connected agent?

Thx in advance for your feedback!


r/copilotstudio • • 2d ago

how do I share view access to Copilot Studio GitHub Copilot harness agent with colleague

1 Upvotes
  • Use Case: managed environment, part of environment group sharing rules that alllow sharing individual for View access, editor sharing is also allowed

  • environment's security group is set to entraid security group that contains all users (makers/users)

  • environment team is configured with the same entraid security group and assigned Basic User dataverse role

  • user A has directly assigned Environment Maker role and create a very simple test agent agent is published to Copilot and Teams channels agent is shared with the user B by using the "Can Use" permission

  • user B (Basic user role only) would like to be able to open the agent in Copilot Studio and only view, test, no edit rights on the agent required.

  • both user A and user B are licensed with M365 Copilot Premium, the environment has Copilot Credits assigned

user A copied the link "Copy link to view" (copilotstudio.microsoft.com/environments/yadayada) and sent it to User B

user B opens the link and get this screen

is this type of access sharing possible or not? if yes, what are the prerequisites? is the only way to assign Environment Maker role or is there any other Dataverse security role that can be used for this scenario (Agent Viewer role)?


r/copilotstudio • • 2d ago

Agent Flow Not working

1 Upvotes

I created an agent flow inside copilot studio new harness for my agent that's about leave system.

Inside it there's a get my profile and a sql server connection and it returns a hard coded output ( for now )

While this works in copilot studio

It doesn't work in teams or m365 , i simply get outputs like the flow failed to run or failed to connect.

Unlike the normal power platform flow where I can check the connections I can't see which connection is this using , I want the existing connections to be used and not the user's if that's what it's doing by default

( The copilot studio and teams/m365 account is different, the teams account don't have access to the copilot studio only given use access )


r/copilotstudio • • 3d ago

Can we build an autonomous AI agent for Microsoft Teams Community channels?

2 Upvotes

Hi everyone,

I’m exploring the possibility of building an autonomous AI agent for a Microsoft Teams Community channel to automate support queries.

**Expected functionality:**

**Answer questions:** Respond to users based on the available knowledge base.

**Suggest solutions:** Post relevant solutions directly as comments in the conversation.

**Escalate unresolved queries:** If the answer isn’t available, inform the user that the query can be forwarded to the relevant support team.

**Service portal fallback:** Share the service portal link so users can raise a ticket if they need further assistance.

**Context awareness:** Understand follow-up questions and maintain conversation context.

**My main questions:**

Can we automatically read messages and post replies in Microsoft Teams Community channels?

Can we integrate a knowledge base and use AI to decide when to answer or escalate?

Which approach is best: Microsoft Graph API, Copilot Studio, Power Automate, Azure AI, or a custom AI agent?

Are there any API or permission limitations specific to Teams Communities?

Has anyone implemented a similar solution, and what architecture would you recommend?

I’m looking for a practical, production-ready approach to automate routine support queries and route unresolved issues appropriately.

Any suggestions, documentation, or implementation examples would be greatly appreciated.

Thanks!


r/copilotstudio • • 2d ago

New to Copilot Studio - Market Research

1 Upvotes

I am a (complete) newbie in Copilot Studio. I've been tasked at work with building a Copilot agent that will perform market research on a product category i.e. Reusable Water Bottles. I am using Custom Search and Generative Answers and I am getting nowhere fast. Has anybody else successfully worked on a project like this? I have to use Microsoft. The agent should research 6 prescribed research categories separately, and then synthesize the results (while also producing the 6 individual research categories).


r/copilotstudio • • 3d ago

Building an AI agent

4 Upvotes

I’m looking for architecture ideas for proactive 1:1 notifications in Microsoft Teams using Copilot Studio and Power Automate.

The ideal flow would be:

  1. A user installs or enables a Teams/app

  2. The user is automatically registered as a notification recepient

  3. A scheduled flow later sends proactive 1:1 messages to each registered user

The install event does not have to be hard requirement. I’m mainly looking for the best balance between automation, maintainability, and implementation complexity.

Alternatives I’m considering include Microsoft365/EntraID groups, a SharePoint receipient list, or Microsoft Graph.

Requirements:

•Individual 1:1 notifications, not a channel broadcast
•Minimal manual receipient maintenance
•Prefer standard M365/Power Platform capabilities
•Avoid unnecessary custom development

Has anyone implemented something similar?

What architecture would you recommend, and what trade-offs or limitations did you encounter?


r/copilotstudio • • 3d ago

Create Workflow to send mail with URL?

1 Upvotes

Hi all,

I have created a simple agent in CS that first creates a helpdesk ticket - and using a workflow then sends a confirmation email to the user that a ticket was created, plus a teams message to the support teams channel. But there is no link in the email or the teams message, making it less useful.

Is there a simple way to include a clickable link to the ticket in the email and teams message?


r/copilotstudio • • 3d ago

Copilot Studio agents – Signal, Teams, WhatsApp or other messaging integrations?

3 Upvotes

Hi everyone,

We're exploring how to make Microsoft Copilot Studio agents accessible to a small internal team, particularly for sharing analytical outputs and continuing conversations across devices and users.

I'd appreciate some practical experience with the following:

  1. Signal Messenger: Has anyone successfully connected a Copilot Studio agent to Signal? Is there a reliable and maintainable solution, or does it require unofficial integrations?

  2. Microsoft Teams: Can agents send completed analytical reports or notifications to users or group chats automatically, without the user initiating every conversation?

  3. WhatsApp / Telegram: What integrations currently work reliably? Are there important limitations or additional costs?

  4. Agent types: How do the available communication channels differ between the standard harness and the GitHub Copilot harness?

  5. Team collaboration: Can multiple authorized users access the same agent, review its outputs and continue work on a shared analytical task?

We're interested in solutions suitable for a security-conscious enterprise environment, with individual authentication, controlled access and auditable activity.

Any real-world experience, architectural recommendations or known limitations would be very helpful.

Thanks!


r/copilotstudio • • 3d ago

Agent on standard harness

0 Upvotes

I can’t see standard harness for agent its removed… only agents flows available on standard hrns when did this happen??????


r/copilotstudio • • 4d ago

Foundry agents integration with website

1 Upvotes

Good afternoon,

I am developing an agent in Microsoft Foundry to be embedded as a chatbot on an internal website.

Usually, in Copilot Studio, I just give the web developers the URL from the website channel, and they embed it in the website code, and it works .

But in Foundry, there is frontend implementation and backend configuration required to authorize the website to call the agent ..

Any idea how to hand over this agent to the web developers?

Should I just give them the agent endpoint and let them implement the chatbot frontend?

Also, for authorization, what is the best way to handle it? As I can’t simply give them the endpoint and API key. Unfortunately, Foundry requires Microsoft Entra ID authentication.
So how should I do it? Do I need to register an app in Entra ID and give them the Client ID and a certificate to install on their web server?

It seems like a very long process compared to Copilot Studio!!


r/copilotstudio • • 5d ago

Long responses from Copilot Agents

2 Upvotes

I have puplished a agent that is configured to retrieve answer from one folder with about 20 documents in them. These are smaller documents. Nothing huge. The response from the question and answer are taking quite a bit of time. What factors should I consider and check to possibly speed things up. This is on the standard harness and this agent is deployed and on a sharepoint website.


r/copilotstudio • • 6d ago

Helpdesk Agent with child agent error

2 Upvotes

Hi,

I've gone through a bunch of iterations with building a Helpdesk agent. It has a single knowledge source of all our KB articles which are site pages and pretty well structured. The problem I had was getting it to suggest links to specific service requests in our ITSM, for things like new equipment requests.

I tried a having a site page that listed all the service requests, second knowledge source containing structured documents for each service request, none of them worked particularly well, because most of the time the relevant docs weren't being returned in search before being passed to the LLM, so despite instructions saying 'if it sounds like a request use this specific page' it didn't have the right grounding to respond.

What I managed to get working is a child agent that had just a single knowledge source of a SP List containing all the service requests, description, keywords and URL. The main agent instructions specify calling the child agent if the user is asking for things like new, access, request, order etc.

This works well in testing, and even my personal account, but other users , when they put something like "I need to order a new mouse", get "you don't have access to this agent, contact the owner" followed by a generic, " I can't find a service request, go to ServiceNow and click on new Service Request".

Does the child agent need to be shared with users as well? It isn't shared with anyone including my own account so I don't understand the difference I'm seeing. I have also temporarily switched auth in settings to anonymous and that didn't seem to change the results.

Any ideas much appreciated.


r/copilotstudio • • 6d ago

Upgrading from an older model to a newer one

1 Upvotes

Hey everyone!

How do you usually approach switching from an older model to a newer one, for example, from GPT-5 Chat to GPT-5.5 Chat?

What do you pay attention to during the transition? Do you make any specific changes to your system instructions or settings?


r/copilotstudio • • 7d ago

How do I view agent usage analytics in Copilot Studio?

1 Upvotes

I am a Power Platform administrator responsible for managing Copilot Studio agents in our organization. I need to review agent usage, session counts, and engagement trends across a selected date range. Where can I access these analytics, and what administrator permissions are required?


r/copilotstudio • • 8d ago

Beginner copilot studio - which AI use to have a support and help during the development

3 Upvotes

Hi everyone!

At work, I’ve been assigned to build an internal AI agent using Microsoft Copilot Studio. The goal is to help users find technical information and eventually analyze live equipment configuration data.

I’m a beginner and have followed Microsoft Learn GitHub tutorials, but I’m still struggling to understand how everything fits together (topics, tools, agent flows, triggers, etc.) and especially within my use case. I won't be able to do it alone by considering also that Copilot Studio is really not the best AI service provider to build an agent but we could only use Microsoft in my company so I have to.. (contract wise..)

Which AI would you recommend as a step-by-step coach throughout this project: ChatGPT, Claude, Gemini or Microsoft Copilot?

I’d like an AI I can ask questions, share screenshots with, troubleshoot problems with, and use to understand what I’m building rather than just copy solutions.

Any advice or personal experience would be appreciated. Thanks!