You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: docs/recruit/04-creating-a-solution/README.md
+59-47Lines changed: 59 additions & 47 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -6,7 +6,19 @@
6
6
7
7
## 🎯 Mission Brief
8
8
9
-
Agent Maker, welcome to your next tactical operation. In this mission, you’ll learn to assemble a Solution —the official deployment vehicle for your IT Helpdesk Agent built with Microsoft Copilot Studio. Think of this as creating a digital briefcase that holds your agent and it's artifacts.
9
+
Agent Maker, welcome to your next tactical operation. In this mission, you’ll learn to asse3. You'll see the following,
10
+
11
+
-**Installed on** - the date of when the Solution was installed.
12
+
13
+
-**Configuration page** - developers set up an HTML web resource to help users interact with their app, agent or tool where it'll appear as a web page in the Information section with instructions or buttons. It's mostly used by companies or developers who build and share solutions with others.
14
+
15
+
-**Description** - describes the solution or a high level description of the configuration page.
16
+
17
+
We'll leave these blank for this lab.
18
+
19
+
Select **Create**.
20
+
21
+
on —the official deployment vehicle for your IT Helpdesk Agent built with Microsoft Copilot Studio. Think of this as creating a digital briefcase that holds your agent and it's artifacts.
10
22
11
23
Every agent needs a well-structured home. That’s what a Power Platform solution provides—order, portability, and readiness for production.
12
24
@@ -177,93 +189,93 @@ Make sure you switch to your dedicated developer environment, refer to [Lesson 0
177
189
178
190
1. Using the same Copilot Studio environment used in the previous lesson, select the **ellipsis icon (. . .)** on the left handside menu in Copilot Studio. Select **Solutions** under the **Explore** header.
179
191
180
-
192
+
181
193
182
194
1. The **Solution Explorer** in Copilot Studio will load. Select **+ New solution**
183
195
184
-
196
+
185
197
186
198
1. The **New solution** pane will appear where we can define the details of our solution. First, we need to create a new publisher. Select **+ New publisher**.
187
199
188
-
200
+
189
201
190
202
1. The **Properties** tab of the **New publisher** pane will appear with required and non-required fields to be populated in the **Properties** tab. This is where we can outline the details of the publisher which will be used as the label or brand that identifies who created or owns the solution.
191
203
192
-
| Property | Description | Required |
193
-
| ---------- | ---------- | :----------: |
194
-
| Display name | Display name for the publisher | Yes |
195
-
| Name | The unique name and schema name for the publisher | Yes |
196
-
| Description | Outlines the purpose of the solution | No |
197
-
| Prefix | Publisher prefix which will be applied to newly created components | Yes |
198
-
| Choice value prefix | Generates a number based on the publisher prefix. This number is used when you add options to choices and provides an indicator of which solution was used to add the option. | Yes |
204
+
| Property | Description | Required |
205
+
| ---------- | ---------- | :----------: |
206
+
| Display name | Display name for the publisher | Yes |
207
+
| Name | The unique name and schema name for the publisher | Yes |
208
+
| Description | Outlines the purpose of the solution | No |
209
+
| Prefix | Publisher prefix which will be applied to newly created components | Yes |
210
+
| Choice value prefix | Generates a number based on the publisher prefix. This number is used when you add options to choices and provides an indicator of which solution was used to add the option. | Yes |
199
211
200
-
Copy and paste the following as the **Display name**,
212
+
Copy and paste the following as the **Display name**,
201
213
202
-
```text
203
-
Contoso Solutions
204
-
```
214
+
```text
215
+
Contoso Solutions
216
+
```
205
217
206
-
Copy and paste the following as the **Name**,
218
+
Copy and paste the following as the **Name**,
207
219
208
-
```text
209
-
ContosoSolutions
210
-
```
220
+
```text
221
+
ContosoSolutions
222
+
```
211
223
212
-
Copy and paste the following as the **Description**,
224
+
Copy and paste the following as the **Description**,
213
225
214
-
```text
215
-
Copilot Studio for Beginners
216
-
```
226
+
```text
227
+
Copilot Studio for Beginners
228
+
```
217
229
218
-
Copy and paste the following for the **Prefix**,
230
+
Copy and paste the following for the **Prefix**,
219
231
220
-
```text
221
-
cts
222
-
```
232
+
```text
233
+
cts
234
+
```
223
235
224
-
By default, the **Choice value** prefix will display an integer value. Update this integer value to the nearest thousand. For example, in my screenshot below, it was initially `77074`. Update this from `77074` to `77000`.
236
+
By default, the **Choice value** prefix will display an integer value. Update this integer value to the nearest thousand. For example, in my screenshot below, it was initially `77074`. Update this from `77074` to `77000`.
1. If you want to provide the contact details for the Solution, select the **Contact** tab and populate the following columns displayed.
229
241
230
-
242
+
231
243
232
244
1. Select the **Properties** tab and select **Save** to create the Publisher.
233
245
234
-
246
+
235
247
236
248
1. The New publisher pane will close and you'll be brought back to the **New solution** pane with the newly created Publisher selected.
237
249
238
-
250
+
239
251
240
252
High five, you've now created a Solution Publisher! 🙌🏻 We'll next learn how to create a new custom solution.
241
253
242
254
### 4.2 Create a new Solution
243
255
244
256
1. Now that we've created our solutions, we can now complete the rest of the form in the **New solution** pane.
245
257
246
-
Copy and paste the following as the **Display name**,
258
+
Copy and paste the following as the **Display name**,
247
259
248
-
```text
249
-
Contoso Helpdesk Agent
250
-
```
260
+
```text
261
+
Contoso Helpdesk Agent
262
+
```
251
263
252
-
Copy and paste the following as the **Name**,
264
+
Copy and paste the following as the **Name**,
253
265
254
-
```text
255
-
ContosoHelpdeskAgent
256
-
```
266
+
```text
267
+
ContosoHelpdeskAgent
268
+
```
257
269
258
-
Since we're creating a new solution, the [**Version** number](https://learn.microsoft.com/en-us/power-apps/maker/data-platform/update-solutions#understanding-version-numbers-for-updates/?WT.mc_id=power-172615-ebenitez) by default will be `1.0.0.0`.
270
+
Since we're creating a new solution, the [**Version** number](https://learn.microsoft.com/en-us/power-apps/maker/data-platform/update-solutions#understanding-version-numbers-for-updates/?WT.mc_id=power-172615-ebenitez) by default will be `1.0.0.0`.
259
271
260
-
Tick the **Set as your preferred solution** checkbox.
272
+
Tick the **Set as your preferred solution** checkbox.
261
273
262
-
274
+
263
275
264
276
1. Expand the **More options** to see additional details that can be provided in a solution.
265
277
266
-
278
+
267
279
268
280
1. You'll see the following,
269
281
@@ -281,13 +293,13 @@ High five, you've now created a Solution Publisher! 🙌🏻 We'll next learn ho
281
293
282
294
1. The solution for Contoso Helpdesk Agent has now been created. There will be zero components until we create an agent in Copilot Studio.
283
295
284
-
Select the **back arrow** icon to return to the Solution Explorer.
296
+
Select the **back arrow** icon to return to the Solution Explorer.
285
297
286
-
298
+
287
299
288
300
1. Notice how the Contoso Helpdesk Agent now displays as the **Current preferred solution** since we ticked the **Set as your preferred solution** checkbox earlier.
0 commit comments