Step-by-step installation playbook

Deploy AI Agent Central in your tenant.

A complete walkthrough for installing, configuring, and publishing AI Agent Central - from the Power Platform environment and Dataverse solution import to Copilot Studio agent configuration and your first business unit setup.

Start with prerequisites → ↓ Download solution Back to overview
8
Deployment stages
3
Copilot Studio agents
~60
Minutes end-to-end

Deployment Timeline

1
Power Platform Environment
Provision Dataverse
✓
2
Import Solution
5-10 minutes
✓
3
Share App Access
CoE team + end users
✓
4
SPO Site & Libraries
Evidence + Usage
✓
5
Configure & Publish Agents
3 Copilot Studio agents
✓
Before you begin

Prerequisites checklist

◆

Power Platform Environment

An environment with Dataverse provisioned and ready.

▲

System Administrator Role

For the designated Power Platform environment.

●

Teams Team for CoE

With three channels: Discussion, Ideas, and Support.

♦

Teams & Channel IDs

Capture the Ideas channel link and extract Team ID and Channel ID.

★

Copilot Studio Access

Required to configure and publish the three solution agents.

■

M365 Admin Copilot Report

CSV export of the M365 Copilot Agent and user usage report.

▼

Entra Security Group

Required for Sandbox or Production environments only.

Stage 1

Deploy the Power Platform environment

Provision the environment that will host the Dataverse database and AI Agent Central app.

01
Power Platform

Environment with Dataverse

Create the environment, enable Dataverse, assign roles, and turn on Power Apps Code Apps.

⏱ ~10 min
1
Sign in to the Power Platform Admin Center using your System Administrator credentials.
2
Click Manage > Environments and select New.
3
Choose the appropriate environment type.
Tip: A Developer environment includes Dataverse and is ideal for individual use and testing.
4
Provide a name and region, select Dataverse as the database option, and click Next.
Configure environment name and region
Enable Dataverse for the new environment
5
If you selected Sandbox or Production, provide the Entra security group name that will have access to this environment.
6
Once created, open the environment's settings. Under Users, add users who need access and assign them the App Opener role (or an equivalent security role) so they can launch apps.
7
Go to Settings > Features, locate Power Apps Code Apps, and enable it so users can build and run code-based apps.
Stage 2

Import the solution

Bring the AI Agents Governance Hub solution package into your environment.

02
Solution

Import AIAgentsGovernanceHuB package

Upload the solution ZIP, resolve connections, and configure environment variables.

⏱ ~10 min
1
Navigate to make.preview.powerapps.com.
2
Click Environments and select the appropriate environment.
Select your Power Platform environment
3
In the left navigation click Solutions, then Import solution from the toolbar.
Import solution toolbar action
4
Download the latest solution package ↓, then click Browse, select the AIAgentsGovernanceHuB_1_0_0_72.zip file, and click Next.
5
Click Next on the review solution details page.
6
Resolve any missing dependencies or connection conflicts before proceeding, then click Next.
Sign in to connectors and resolve connections
7
Configure the Teams ID and Channel ID environment variables, then click Import.
Set Teams ID and Channel ID environment variables
8
Wait for the import to complete.
Typical import time is 5-10 minutes.
Solution import in progress
9
Verify the solution components and ensure everything deployed as expected.
03
Access

Share app access

Grant the CoE team access to AI Agent Central, and end users access to AI Agent Ideas.

⏱ ~5 min
1
Navigate to make.preview.powerapps.com and confirm the correct environment is selected.
2
Click Apps in the left side navigation menu.
Power Apps navigation menu
3
Select the AI Agent Central app and choose Share > Share.
Share app menu
4
Add the members of your AI CoE Team and select the AI Hub Users permission.
Assign AI Hub Users permission
5
Repeat the same steps for the AI Agent Ideas app, but this time select the end users who should be able to submit ideas. A security group works well here.
Share the AI Agent Ideas app with end users
Stage 3

SharePoint site for pillar evidence

Create the communication site that will store evidence documents and usage exports.

04
SharePoint

Create site & document libraries

Provision a Communication site with two libraries: Evidence and Usage.

⏱ ~5 min
1
Navigate to your SharePoint admin center at https://tenant-admin.sharepoint.com.
2
Click Active Sites in the left navigation.
3
Click Create site and choose Communication site.
4
Enter a site name, description, and your preferred settings, then click Finish.
5
Open the site's homepage and click Site contents in the left navigation.
6
Click New > Document Library, name it Evidence, and click Create.
7
Repeat the previous step to create a second library named Usage.
8
Both libraries will now appear in your site contents, ready for document uploads and management.
05
Usage Data

Export the M365 agent usage report

Download the Users & Agents CSV from the M365 admin center and upload it to SharePoint.

⏱ ~3 min
1
Navigate to M365 Copilot Declarative Agents report.
2
Scroll down to the Usage Details section and select Users & Agents.
Export Users & Agents usage report
3
Click Export and save the file as Agents_Users_Usage.csv.
4
Upload the saved file to the SharePoint Online Usage library created in the previous stage.
06
Dataflow

Configure the usage data import

Point the Power Platform dataflow at your SharePoint site so it can ingest the usage CSV.

⏱ ~5 min
1
Navigate to make.preview.powerapps.com.
2
In the left navigation click Dataflows (or More > Dataflows).
Edit dataflow in Power Apps
3
Click Edit to configure parameters.
4
Configure the SPO Site as https://<tenant>.sharepoint.com/sites/<site_name>.
Configure SharePoint site URL parameter
5
Leave the CSV file name unchanged if you saved your usage file as Agents_Users_Usage.csv.
6
Configure the folder path as https://<tenant>.sharepoint.com/sites/<site_name>/Usage.
Configure folder path parameter
7
Click Query > Configure connection.
8
Authenticate (Connect) and confirm that data is loading.
Authenticate the SharePoint connection
9
Click Next, then Publish.
Stage 4

Configure & publish the agents

Three Copilot Studio agents power AI Agent Central - each serves a distinct audience and purpose.

07
Copilot Studio

Open the agents in your environment

Navigate to Copilot Studio and confirm all three solution agents are present.

⏱ ~2 min
1
Navigate to copilotstudio.microsoft.com.
2
Switch to the appropriate environment using the top bar.
3
Click Agents in the left side navigation. You should see three solution agents.
Three solution agents listed in Copilot Studio
◆
Autonomous

AI Agent Assessment

Autonomous agent that assesses Agent artifacts in Dataverse and SPO files against the EU AI Act and the US NIST framework. Triggered when a user initiates an AI Agent Assessment.

★
Autonomous

AI Agent Task Note

Autonomous agent that analyzes a specific task and provides tailored advice on how to proceed - recommended next steps, owners to involve, and supporting artifacts to gather.

▲
End Users

IDEAs Manager Agent

Copilot Chat or Teams agent that helps end users explore, submit, and vote for agent ideas across the organization.

●
AI CoE Team

AI Agent Central

Copilot Chat or Teams agent that helps AI CoE Team members discuss and evaluate information inside the AI Agent Central app.

08
Agent · Assessment

AI Agent Assessment

Point the assessment agent at your Evidence SharePoint library and publish.

⏱ ~3 min
1
Open the AI Agent Assessment agent and click Knowledge.
2
Click the Evidence options menu, choose Delete, and confirm.
Edit Evidence knowledge source on the assessment agent
3
Click + Add Knowledge.
Add Knowledge button
4
Choose SharePoint, browse to the Evidence library, and click Confirm selection.
Select the SharePoint Evidence library
5
Click Add to agent.
6
Click Publish in the top right corner.
Publish the agent
7
Close the agent.
09
Agent · IDEAs Manager

IDEAs Manager Agent

Make the IDEAs agent available in Microsoft 365 Copilot and Microsoft Teams.

⏱ ~4 min
1
Open the IDEAs Manager Agent.
2
Click Channels in the top navigation and click the Microsoft 365 Copilot and Microsoft Teams tile.
Select the Microsoft 365 Copilot and Teams channel tile
3
On the right-hand side click Add channel.
4
Edit details and configure Availability options.
Configure IDEA agent channel details and availability
5
Publish the agent.
6
Share the agent with end users.
Share the agent with end users
7
Close the agent.
10
Agent · AI Agent Central

AI Agent Central Agent

Connect the Evidence library, expose the agent through Microsoft 365 Copilot and Teams, and publish.

⏱ ~5 min
1
Open the AI Agent Central agent.
2
Click + Add Knowledge.
3
Choose SharePoint, browse the Evidence library, and click Confirm selection.
4
Click Add to agent.
5
Click Channels in the top navigation and click the Microsoft 365 Copilot and Microsoft Teams tile.
6
On the right-hand side click Add channel.
7
Edit details and configure Availability options.
Configure AI Agent Central channel details and availability
8
Share the agent with end users.
9
Publish the agent.
Stage 5

First steps inside the app

Configure your organization's foundation - business units, goals, and KPIs - before onboarding teams.

11
In-App Setup

Business Units, Goals, and KPIs

Lay down the organizational structure and the AI outcomes you'll measure against.

⏱ ~10 min
1
Go to Settings > Business Units and add your organization's business units (Communications, Strategy, Support, Engineering, etc.).
2
Go to AI Goals and add your strategic goals - for example, increasing annual revenue, retaining customers, or improving operational efficiency.
3
For each goal, add one or more related KPIs covering revenue growth, profitability, and other business metrics that AI agents should influence.
Tie every agent to at least one goal so leadership rollups stay accurate
Use RAG status on KPIs to surface delivery health at a glance
Revisit goals quarterly to keep the portfolio aligned with strategy
Deployment Recap

What you've stood up

By following this guide you've deployed a complete enterprise AI governance platform - ready to register, assess, and govern agents at scale.

1
Power Platform environment
2
Code apps shared
2
SharePoint libraries
3
Copilot Studio agents

Deployment complete - now bring your teams on board.

Invite business owners to register their agents, point assessors at the readiness framework, and start measuring AI outcomes against your goals.