Power Platform Community Forum Thread Details

I’m planning to build custom Copilot agents using Copilot Studio that will be used with Dynamics 365 CRM (Sales / Customer Service).
Could someone confirm the following:

Required tools / services

What tools/services are typically required to build and deploy Copilot Studio agents for Dynamics 365 CRM?
(e.g., Dataverse, Power Automate, connectors, Azure components, plugins/APIs, etc.)
Are there recommended best-practice components for enterprise ALM (solutions, environments, pipelines, security roles)?

Recommended learning paths / courses

What are the best Microsoft Learn paths or certifications for:
- Functional consultants configuring CRM + Copilot features
- Makers building agents in Copilot Studio
- Developers extending agents (custom connectors, APIs, orchestration)

Prerequisites in Dynamics 365

Are there specific Dynamics 365 CRM prerequisites required before Copilot Studio agents can interact properly?
(app modules, environment type, region availability, admin roles/security roles, etc.)

Licensing clarification (most important)

Do we need additional licenses beyond:
- Dynamics 365 CRM licenses (Sales/Customer Service) and
- Copilot Studio
  …to implement custom agents?
Specifically, how does licensing work for:
- agent makers vs. agent users
- internal users vs. external users
- Teams vs. web channel publishing
- Copilot Credits / message or session consumption

If anyone has a clear breakdown or links to the most authoritative licensing guidance for this scenario, that would help.
I’m planning to build custom Copilot agents using Copilot Studio that will be used with Dynamics 365 CRM (Sales / Customer Service).

Categories:

Copilot Studio skills development

I'm taking this course on Udemy and I like it a lot. It seems to cover only Copilot Studio, but you should be able to see the course outline for a few more details. But the UI has changed a lot for Copilot Studio and the author is currently updating some videos to reflect this. However at this point I was able to figure everything out if the video was not accurate.

https://www.udemy.com/course/microsoft-copilot-studio-complete-course/learn/lecture/50540913?start=600#overview

This tutorial has not yet gotten to how to deploy an agent yet but I suspect publishing it on Sharepoint is an option as Sharepoint is a Microsoft product.

Expect the UI to change more for Copilot Studio which means tutorials can become quickly outdated. Look for tutorials in the past 6-12 months. Focus on those. Azure Data Factory was really bad about changing the UI as well. Tutorials quickly became outdated.