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Getting started with Copilot Studio using a free developer sandbox

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A practical setup path from a Microsoft 365 developer tenant to Dataverse, Power Platform and a Copilot Studio trial agent.

TL;DR

Use a Microsoft 365 Instant Sandbox, activate the Power Apps Developer Plan, verify Dataverse and start the Copilot Studio trial in the dedicated developer environment. The guide recommends building a SharePoint knowledge agent first, then adding a Power Automate action to learn retrieval and execution together.

Original by Divya Akula, on Divya Akula. Read the original

This is our own summary, not a republication or full translation.

Why it matters

  • Makers: Activate the Power Apps Developer Plan and build in its dedicated Dataverse-backed environment, rather than the shared default environment.
  • Admins/IT: Check the developer environment name, region and Dataverse provisioning before building, because the region cannot be changed later.
  • Makers: Start with a SharePoint knowledge agent, then add a Power Automate action to practise knowledge retrieval and execution.
  • Leadership/Business: Treat the Copilot Studio trial as an exploration period, because agents become read-only and stop responding when active Copilot Credits are unavailable after expiry.

Frequently asked questions

How do I create an Instant Sandbox for Power Platform development?

Use a personal Microsoft account to join the Microsoft 365 Developer Program, choose Instant Sandbox, and record the new sandbox work account.

What does the Power Apps Developer Plan add to a default environment?

It provisions a separate developer environment with Dataverse, app builders, standard connectors and cloud flows for learning and prototyping.

What happens to Copilot Studio agents after the 30-day trial ends?

Agents become read-only and stop responding until active Copilot Credits are assigned. They are not deleted, but publishing and running are unavailable.

This post is licensed under CC BY 4.0 by the author.