You can download the guide from below link – https://aka.ms/CopilotStudioImplementationGuide


Success by Design ( https://learn.microsoft.com/en-us/training/modules/success-by-design/) framework, the backbone of this review process, is centered around three critical principles:
- Early Discovery: Identifying and dealing with potential issues at the earliest stage.
- Proactive Guidance: Giving robust advice ahead of issues emerging, preventing potential problems.
- Predictable Success: Providing a roadmap for success, using tested strategies and methods, and avoiding common pitfalls and anti-patterns.
framework, the backbone of this review process, is centered around three critical principles:
- Early Discovery: Identifying and dealing with potential issues at the earliest stage.
- Proactive Guidance: Giving robust advice ahead of issues emerging, preventing potential problems.
- Predictable Success: Providing a roadmap for success, using tested strategies and methods, and avoiding common pitfalls and anti-patterns.
Areas covered by the review
The Copilot Studio implementation guide covers these chapters:
- An overview of the project
- Architecture overview
- Language
- AI functionalities
- Integrations & channels
- Security, monitoring & governance specifications
- Application lifecycle management
- Analytics & KPIs
- Gaps & top requests
- Dynamics 365 Omnichannel (optional)

