Use Import a Copilot Studio Agent to connect your Microsoft environment and bring Copilot Studio agents into AI Monitoring.
This onboarding step uses your Azure Tenant ID and Client ID to create the connection. Once connected, the platform scans your Dataverse environments, discovers available Copilot Studio agents, and allows you to select the agents you want to import for monitoring.
Purpose
Importing a Copilot Studio agent allows you to move from discovery into monitoring. Once an agent is imported, it can be used with monitoring features such as prompt review, guardrails, drift analysis, and knowledge or tool tracking.
How it works
Enter connection details
To create a new connection, enter:
- Connection Name – a label to identify the connection
- Tenant ID (GUID) – your Azure tenant identifier
- Client ID (GUID) – the application identifier used for the connection
These details are used to connect to your Microsoft tenant and begin discovery of Copilot Studio agents.
Discover environments and agents
After the connection is created, the platform scans your Dataverse environments and retrieves available Copilot Studio agents. This allows you to review what is available and match the correct agents to import.
Import the agent
Selecting Import brings the chosen agent into your AI monitoring inventory. During import, the platform pulls in the core system details needed to begin monitoring and configuration. From there, you can start reviewing prompts, applying guardrails, and monitoring the agent over time.
Notes
- You will need valid Azure tenant and application details to create the connection.
- Discovery is performed after the connection is established, so you can review available environments and agents before importing.
- Importing an agent prepares it for downstream monitoring and governance workflows.