Streamline Dynamics 365 Agent Deployments with the Wizard

A practical guide to faster, safer, and standardized Copilot agent deployments.

Introduction

The Copilot Hub Agent Deployment Wizard is a new centralized experience designed to simplify how organizations deploy Dynamics 365 agents across business applications. Instead of following lengthy manuals or scattered setup documentation, administrators now benefit from a guided, secure, and consistent deployment process.

Through the wizard, Microsoft‑provided agents can be deployed directly into environments such as Dataverse, Power Platform, and Dynamics 365 Finance apps, with built‑in validation steps that ensure everything is properly configured before activation.

Whether you’re setting up your first agent or managing a multi‑environment rollout, this wizard standardizes the experience and reduces risk.

To run the Agent Deployment Wizard, navigate to the Power Platform Admin center (currently available only in the preview portal Power Platform admin center):

Why the Agent Deployment Wizard Matters

Microsoft distributes Dynamics 365 agents as managed solutions—which means proper platform configurations, security roles, and environment readiness are essential.

The wizard ensures deployments follow best practices by helping you:

Discover all deployable Dynamics 365 agents
Verify that the target environment meets required prerequisites
Apply necessary environment-level configuration
Deploy agents safely and consistently
Monitor deployment and troubleshoot any failures

In short, it provides a centralized, all‑in‑one deployment experience aligned with security and governance requirements.

Agents You Can Deploy with the Wizard

The tool supports Microsoft‑provided Dynamics 365 agents, such as:

Supplier Communications Agent
Account Reconciliation Agent
Expense Agent
Time Agent
Approvals Agent

Each agent comes with its own setup logic, data requirements, and permissions, which the wizard handles step by step.

Who Should Use This Wizard?

This tool is designed for:

IT teams preparing environments
Power Platform or D365 Finance administrators
Copilot/Agent administrators
Microsoft Finance & Operations application administrators

If you manage environments, agents, or user permissions, this wizard is built for you.

How to Access the Deployment Wizard?

Access is available through the Power Platform admin center (preview portal):

Go to Copilot → Dynamics 365

Select your target environment

Choose the agent you want to deploy
Click Add to launch the wizard

🛠️ Step‑by‑Step Deployment Process

Although each agent may require additional configuration, all deployments follow a common 5‑step workflow.

Step 1 — Check Prerequisites

The wizard validates that the target environment has:

All required Dataverse apps and packages (installed by the deployment process if necessary)
Copilot enabled and generative AI settings configured
Proper message consumption settings (Managed on License Pages of PPAC°
Virtual entities refreshed (when needed)

Any missing or misconfigured prerequisite is clearly flagged with instructions to fix it—preventing deployment blockers later on.

Step 2 — Configure the Agent Identity

Every Dynamics 365 agent runs under a dedicated identity.
This step guides you through:

Selecting or creating the agent’s user account
Assigning required Microsoft licenses
Adding the user to the Dataverse environment
Assigning required Dataverse security roles

For D365 Finance agents, additional steps include:

Adding the user to the Finance environment
Assigning Finance security roles

This ensures the agent has the right access to perform its tasks.

Step 3 — Connect the Agent

The wizard then configures all required connections:

Creates necessary Dataverse connections with agent identity
Updates connection references
Verifies connector approvals according to governance rules
Activates required Power Automate flows (sometimes via Power Apps)

Once done, the agent is fully connected to its underlying services.

Step 4 — Configure Mailboxes (If Needed)

Some agents rely on email communications.
If so, the wizard helps configure:

Server-side synchronization
Approval and activation of relevant mailboxes

This ensures the agent can send or receive emails as required.

Step 5 — Enable the Agent

The final activation step includes:

Publishing the agent bot in Copilot Studio
Confirming that the agent is enabled and ready
Enabling required features in Feature Management (for D365 Finance agents)

At the end of this step, the agent is live and ready for use.

After Deployment

Once the shared setup process is completed, the wizard provides agent‑specific guidance to configure:

Business logic
Functional parameters
User permissions
Ongoing management

This is particularly true for Dynamics 365 Finance agents, where certain settings are completed directly inside D365.

✅ Conclusion

The Agent Deployment Wizard represents a major evolution in how Copilot agents are deployed across Dynamics 365 ecosystems.
It delivers:

Clear deployment visibility
Faster and more predictable installation
Reduced configuration errors
Better alignment with governance and security

For organizations adopting Copilot and Dynamics 365 agents, this tool makes deployments simpler, safer, and fully standardized.