Account Configuration

[akashindori1234]

Seeking help for the following situation:

• I have created a chatbot using Copilot Studio, the chatbot deployment uses Azure services (Azure functions) as well on my Microsoft billing account.
• I want to deploy the chatbot on my client's Microsoft billing account.
• In this case the tenant and environment will be different.
• I want to use my single Microsoft accout to access different tenants and environments.
• Trying to understand what I and the client have to do to enable this.

Appreciate your feedback.

[adilei]

I'm not sure what you are asking, really. If it's a billing question, then no, Copilot Studio messages cannot be purchased using Azure billing. If it's a technical question, can you be more specific about what's required?

[trice602]

Hi @akashindori1234 ,

Here's some basic framework that may be helpful.

1. Prepare the Client’s Environment

• Azure Subscription: Ensure that your client has an Azure subscription under their billing account where the chatbot and Azure functions can be deployed.
• Resource Group: It’s advisable to create a new resource group in the client’s Azure subscription specifically for this project to keep resources organized and managed easily.

2. Set Up Azure Active Directory (AAD)

• Guest Access: Your client will need to invite you as a guest to their Azure Active Directory. This is done by adding your Microsoft account as a guest user in their AAD tenant.
• Permissions: Assign appropriate roles to your guest account. For deploying and managing Azure Functions and the Copilot Studio bot, roles like Contributor or a custom role with specific permissions might be necessary.

3. Transfer the Bot and Azure Functions

• Export Resources: Depending on how your chatbot and functions are set up, you may be able to export ARM templates or use other deployment mechanisms like Azure DevOps or GitHub Actions for continuous deployment.
• Deploy to Client’s Subscription: Use the exported templates or setup from your development environment to deploy the resources in your client's Azure environment. This can be done via the Azure portal, CLI, or through deployment pipelines.

4. Configure Copilot Studio Bot

• Bot Registration: Register the bot in the client’s Azure environment through the Azure Bot Service. This will generate a new Microsoft App ID and password that are essential for the bot’s operation in the new tenant.
• Update Settings: Update the bot’s settings in Copilot Studio to point to the new endpoints and credentials based on the client’s environment.

[akashindori1234]

Thanks for the detailed steps, will try and let you know how it goes. Much appreciated.

[akashindori1234]

This is not a billing question, I was looking for feedback such as that provided by @trice602 

[akashindori1234]

@trice602 Azure looks great.

Am not able to have the environment available as an option for the guest user. Gave the guest user 'Bot User', "Bot Contributor', 'Basic User' and 'System Administrator' privileges for the environment with 'Power Platform Admin'.

The guest user does not have the environment available as an option when accessing copilot studio. If you have suggestions on possible solutions please let me know. Thanks.