Domain 3 of 3 · Chapter 4 of 7

Create a solution

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Included in this chapter:

  • Where the release half of this domain starts
  • The container you get for free, and what it costs
  • The publisher decision, and why it hardens
  • Creating the solution, and what you have after Save
  • Unmanaged now, managed at the border
  • Preferred solution, and the gap in its documentation
  • Using the solution explorer inside Copilot Studio
  • How many solutions, and the rings they travel
  • What the container does not carry

Which container the components you create end up in

Decision criterionCommon Data Services Default SolutionDefault SolutionCustom unmanaged solutionCustom solution exported as managed
What it isThe default unmanaged solution every maker customizes in when nothing else is chosenA special solution that contains all components in the systemThe solution you create with New solution, in the development environmentThe build artifact produced by exporting the unmanaged solution as managed
Publisher and prefix components getMicrosoft Dataverse Default Publisher, with a randomly assigned prefix such as cr8a3The system publisher, which you cannot changeThe publisher you selected or created, with your organizational prefixInherited from the unmanaged source, and no longer changeable for its components
Can it be exportedNo; the default solution can't be exportedNoYes, as unmanaged or as managedNo; export the unmanaged source again instead
Can you edit components in itYesYes, it is the discovery view over everythingYes; this is where authoring happensNo, not directly; add the component to an unmanaged solution first
What Microsoft recommends it forEvaluating or learning the platformDiscovering all the components and configurations in your systemAll development work that will be deployedEvery environment that is not the development environment for that solution

Decision tree

Which container do these components belong in?Has the solution you meant to usealready been changed to managed?YesCreate a new unmanaged solutiona managed solution cannot be exportedNoIs this agent for evaluating or learningonly, never leaving this environment?YesThe default solution is acceptableCommon Data Services Default SolutionNoMust some components ship on adifferent cadence than the agent?YesA second solution, same publisherfor example a shared component collectionNoDo you create components withoutopening the custom solution first?YesSet it as your preferred solutionthen confirm with View solutionNoOne custom unmanaged solutionagainst your organizational publisher,opened before New or Add existingEvery path still runs on one organizational publisher: the unique names its publisher prefix produces are permanent.
Cheat sheet

Cheat sheet

  • A custom solution is the carrier for agent ALM
  • Use a consistent organizational publisher for solution components
  • A new custom solution starts without solution objects
  • Preferred solution controls where new agents are created
  • Solution explorer honors the user's Power Platform privileges
  • Solutions support staged environment rings
  • Author components in the intended custom-solution context
  • Require System Customizer or higher for agent solution transport

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References

  1. Create and manage custom solutions - Microsoft Copilot Studio
  2. Solution concepts with Power Platform
  3. Solutions in Power Apps
  4. Use a solution to customize in Power Platform
  5. Export and import agents using solutions - Microsoft Copilot Studio
  6. Create a solution in Power Apps
  7. Establish an Application Lifecycle Management (ALM) strategy - Microsoft Copilot Studio
  8. Set a preferred solution - Power Apps
  9. Role-based security roles for Dataverse - Power Platform