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docs: Update Copilot Studio setup instructions & Testing Guide - #88

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Roopan-Microsoft merged 3 commits into
microsoft:mainfrom
jordanbean-msft:copilot-instructions
Aug 26, 2026
Merged

docs: Update Copilot Studio setup instructions & Testing Guide#88
Roopan-Microsoft merged 3 commits into
microsoft:mainfrom
jordanbean-msft:copilot-instructions

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@jordanbean-msft

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Purpose

This pull request updates the deployment and testing documentation for Copilot Studio to clarify agent naming conventions and improve test scenario accuracy.

Deployment documentation improvements:

  • Updated the instructions in DeploymentGuide.md to require that the Foundry agent be named exactly Foundry Chat Agent and the Fabric agent be named exactly Fabric Data Agent, with explicit notes that these names must match the system prompt references. The agents not being named exactly the same as the system prompt names was causing Copilot Studio to not call the sub agents.

Testing documentation update:

  • Changed the example supplier name in the test scenario email in TestingGuide.md from "Mountain Peak Manufacturing" to "Worldwide Importers" since "Mountain Peak Manufacturing" doesn't exist in the sample data.

Does this introduce a breaking change?

  • Yes
  • No

Golden Path Validation

  • I have tested the primary workflows (the "golden path") to ensure they function correctly without errors.

Deployment Validation

  • I have validated the deployment process successfully and all services are running as expected with this change.

What to Check

Check that Copilot Studio is able to call the Foundry Chat Agent & the Fabric Data Agent correctly and that the Fabric Data Agent is able to retrieve inventory data for an account that exists in the sample data (Worldwide Importers)

Other Information

Updated agent names and added important naming instructions in the deployment guide.
Updated supplier name in the Testing Guide to reflect the correct company experiencing production delays.
@jordanbean-msft

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Seth Steenken (@sethsteenken), as discussed

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Pull request overview

Updates Copilot Studio deployment and testing documentation to reduce configuration mismatches between the Copilot Studio connected-agent names and the system prompt, and to align a sample testing scenario with available sample data.

Changes:

  • DeploymentGuide: Require exact Copilot Studio connected-agent names Foundry Chat Agent and Fabric Data Agent (matching system prompt references).
  • TestingGuide: Update the sample test email supplier/account name to Worldwide Importers to match sample data.

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated 1 comment.

File Description
docs/copilot/DeploymentGuide.md Clarifies required external-agent connection names (Foundry/Fabric) for correct sub-agent invocation in Copilot Studio.
docs/copilot/TestingGuide.md Updates a test scenario email to use an entity that exists in the provided sample data.

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Comment thread docs/copilot/DeploymentGuide.md
@Roopan-Microsoft
Roopan-Microsoft merged commit 2f45729 into microsoft:main Aug 26, 2026
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3 participants