🙋♂️ Introduction
Hello, techies! 👋
In today’s blog, we’re diving into a very practical topic — How
to deploy a Copilot Agent using Copilot Studio.
We’re not going to create a new agent here. This post
is purely focused on how to take an existing agent and deploy it for end
users — whether in Microsoft Teams, Copilot for Microsoft 365, or other
channels.
Think of this like the last mile delivery for your AI
assistant. You've built the bot — now it's time to deliver it to your team and
make it live.
Let’s begin, step-by-step 👇
🏗️ Prerequisites
Before we start, please make sure of the following:
✅ You already have an agent
created in Copilot Studio.
✅
You have appropriate permissions to publish the agent.
✅
Your organization has Copilot and Teams access.
✅
You are either an owner of the agent or have contributor rights.
🧭 Step 1: Open Your
Existing Agent in Copilot Studio
- Under “My
agents”, select the agent you want to deploy.
- Once
the agent is loaded, verify the following tabs:
- Overview
– Agent name, description, and objective
- Knowledge
– Make sure data sources are working
- Topics
– All conversation topics tested
- Test
chat – Optional, but handy if you want to double-check logic
We’re assuming this part is done already.
🚪 Step 2: Open the
Deployment Section
- On the
right side menu, click on “Publish”
Note: You can define the authentication method based on the
type of the agent behavior. I will create a separate article for specific to
that.
- You’ll
now see two primary options:
- Test
and Publish
- Channels
Let’s walk through both of them in the next steps.
🧪 Step 3: Final Testing
Before Publishing
Even if your agent was tested earlier, it’s good to do a
final test:
- Click “Test
your copilot” on the top right corner
- Try a
few sample questions like:
- “What
is the leave policy?”
- “How
to file an expense?”
- “Show
me the travel guidelines PDF”
- If the
bot responds correctly, you’re good to go.
- Now
click the “Publish” button – this makes the latest version
available for deployment.
📌 Tip: Publishing doesn’t
make it public—it just makes the latest version available for selected
channels.
📢 Step 4: Add Deployment
Channel
Now comes the real action — deploying to Microsoft 365
Copilot or Microsoft Teams.
Option 1: Deploy to Microsoft 365 Copilot
- Go to
the “Channels” tab
- Select
Teams & Microsoft 365 Copilot
- Click Add
channel → You’ll see a modal with deployment settings
Then team channel added,
We can add manually as zip package if you want to maintain
some version control ,click Availability options,
- Fill
in the required details( Edit Details option to change anything needed).
- Display
name (for end users)
- Short
description
- Select
icon (optional)
- Click “Next”
and then “Publish”
- Click
Availability options
Now, the agent is ready to be discovered from Copilot in
Word, Excel, Outlook, Teams, etc.
Click shows everyone in teams’ org
And then submit for an approval,
Then,
Now Teams Admin can see the agents in Teams Admin center
🔐 Note: Admins may have
to approve this deployment through the Microsoft 365 Admin Center.
By default it is blocked Teams Admin has to Publish it ,
Click Publish,
That’s it published
successfully,
Once done:
- Users
can go to Teams → Apps → Search your bot name
Click add,
- They
can pin the Copilot agent or start chatting directly
🎯 Pro Tip: Use Teams App
Studio (or Teams Admin Center) to pre-install the bot for departments like HR
or Sales.
🛡️ Step 5: Understand the
Governance Flow
If your bot doesn’t show up immediately, don’t panic! 👇
What Happens After Publishing?
- The
agent goes into Pending Approval (unless org policies allow
auto-publish)
- Microsoft
365 or Teams Admins must review and approve
- Once
approved, your Copilot agent becomes discoverable
Talk to your IT team or Copilot admins and share the
deployment link with them.
💬 Why Are We Doing This?
Let’s pause for a second and ask a very logical question:
🤔 Why deploy the agent?
Reason |
Benefit |
Make AI useful |
Agents aren’t helpful if no one can access them |
Team productivity |
Give employees a 24x7 AI assistant inside Teams |
Non-tech adoption |
Easy for business users to use, no training needed |
Secure deployment |
Copilot Studio ensures compliance and access control |
🔚 Conclusion
That’s it, folks!
If you’ve built an agent in Copilot Studio, don't just stop
there — deploy it. Otherwise, it’s like building an app and keeping it
locked on your laptop.
With just a few clicks, you can publish the agent to Copilot
or Teams and make it useful for your organization.
💬 Have you deployed
your agent yet? What challenges did you face? Drop your questions in the
comments — let’s learn and grow together! 🚀
🔗 Useful Links
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