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| 1 | +# Microsoft Copilot Product & Platform Decision Guide — Overview |
| 2 | + |
| 3 | +> How to choose between **Microsoft 365 Copilot**, **Copilot Studio**, and **Azure AI Foundry (Azure AI Studio)** for your scenario. |
| 4 | +
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| 5 | +Costa Rica |
| 6 | + |
| 7 | +[](https://github.com) |
| 8 | +[](https://github.com/) |
| 9 | +[brown9804](https://github.com/brown9804) |
| 10 | + |
| 11 | +Last updated: 2025-07-16 |
| 12 | + |
| 13 | +---------- |
| 14 | + |
| 15 | +<details> |
| 16 | +<summary><b>List of References</b> (Click to expand)</summary> |
| 17 | + |
| 18 | +* **AI strategy & decision tree** — *Cloud Adoption Framework*\ |
| 19 | + <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> |
| 20 | +* **Which Copilot is right for your org** — *Microsoft 365 Copilot*\ |
| 21 | + <https://learn.microsoft.com/copilot/microsoft-365/which-copilot-for-your-organization> |
| 22 | +* **Choose the right agent solution** — *Copilot Studio vs SDKs vs Azure AI*\ |
| 23 | + <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution> |
| 24 | +* **Copilot Studio overview**\ |
| 25 | + <https://learn.microsoft.com/microsoft-copilot-studio/fundamentals-what-is-copilot-studio> |
| 26 | +* **Declarative agents tool comparison**\ |
| 27 | + <https://learn.microsoft.com/microsoft-365-copilot/extensibility/declarative-agent-tool-comparison> |
| 28 | +* **Extensibility planning guide (agents for M365 Copilot)**\ |
| 29 | + <https://learn.microsoft.com/microsoft-365-copilot/extensibility/planning-guide> |
| 30 | +* **Training path: Build a foundation to build AI agents & extend M365 Copilot**\ |
| 31 | + <https://learn.microsoft.com/training/paths/build-foundation-extend-microsoft-365-copilot/> |
| 32 | + |
| 33 | +</details> |
| 34 | + |
| 35 | +<details> |
| 36 | +<summary><b>Table of Content</b> (Click to expand)</summary> |
| 37 | + |
| 38 | + |
| 39 | +</details> |
| 40 | + |
| 41 | +> [!IMPORTANT] |
| 42 | +> This is a practical **selection guide** synthesized from Microsoft Learn. For official canonical guidance (which evolves), always verify the linked docs: **AI Strategy decision tree** and **Which Copilot is right for you**.\ |
| 43 | +> Sources: <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy>, <https://learn.microsoft.com/copilot/microsoft-365/which-copilot-for-your-organization> |
| 44 | +
|
| 45 | +*** |
| 46 | + |
| 47 | +## Where to start? |
| 48 | + |
| 49 | +1. **Clarify the goal**: productivity in M365 apps, a custom line-of-business agent, or a full-blown AI app/platform? |
| 50 | +2. **Match to service model**: **SaaS (Copilots)** for speed, **PaaS (Azure AI)** for control, **IaaS** for maximum customization.\ |
| 51 | + Sources: <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy>, <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution> |
| 52 | + |
| 53 | + |
| 54 | +## Quick decision tree (text + mermaid) |
| 55 | + |
| 56 | + |
| 57 | +* If you need **in‑app AI in Word/Excel/PowerPoint/Teams with enterprise protections** → choose **Microsoft 365 Copilot**.\ |
| 58 | + Source: <https://learn.microsoft.com/copilot/microsoft-365/which-copilot-for-your-organization> |
| 59 | +* If you need a **custom business agent** (low-code), **multi‑channel** (Teams/web), automation with **Power Platform**, and quick time‑to‑value → choose **Copilot Studio**.\ |
| 60 | + Sources: <https://learn.microsoft.com/microsoft-copilot-studio/fundamentals-what-is-copilot-studio>, <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution> |
| 61 | +* If you need a **developer platform** for **RAG**, multi‑agent patterns, **model choice**, evaluations, and deep integration → choose **Azure AI Foundry (Azure AI Studio)**.\ |
| 62 | + Source: <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution>, <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> |
| 63 | +* If you simply want a **web-grounded personal assistant** (not for sensitive work data) → **Microsoft Copilot (consumer)**.\ |
| 64 | + Source: <https://learn.microsoft.com/copilot/microsoft-365/which-copilot-for-your-organization> |
| 65 | + |
| 66 | + |
| 67 | +## At-a-glance: Product picker |
| 68 | + |
| 69 | +| Scenario | Choose | Why this fits | Key notes | |
| 70 | +| --------------------------------------------------------------------------------------------------------- | ------------------------------------------------------- | -------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | |
| 71 | +| Employees want AI in **Word/Excel/PowerPoint/Outlook/Teams** with enterprise-grade protections | **Microsoft 365 Copilot** | Natively integrated experiences; work & web chat; governed by M365 controls | Requires org licensing; respects Microsoft Graph permissions. Source: <https://learn.microsoft.com/copilot/microsoft-365/which-copilot-for-your-organization> | |
| 72 | +| Build a **custom agent** quickly, connect business data, **automate** flows, publish to **Teams or web** | **Copilot Studio** | Low-code authoring, topics, knowledge sources, **agent flows**, Power Automate | Great for fusion teams; supports channels via Azure Bot Service. Sources: <https://learn.microsoft.com/microsoft-copilot-studio/fundamentals-what-is-copilot-studio>, <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution> | |
| 73 | +| Develop a **RAG** app or **multi-agent** solution with fine control over models, evals, safety, and infra | **Azure AI Foundry (Azure AI Studio)** | Unified SDK/APIs, integrates Azure OpenAI & Cognitive Services, deep ops control | Best for pro-code; aligns with PaaS patterns in CAF. Sources: <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution>, <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> | |
| 74 | +| Extend M365 Copilot with **task-specific agents** using declarative tools | **Agents for M365 Copilot** (via Copilot Studio & SDKs) | Purpose-built extensions that run inside M365 Copilot orchestrator | See tool comparison & planning guide. Sources: <https://learn.microsoft.com/microsoft-365-copilot/extensibility/declarative-agent-tool-comparison>, <https://learn.microsoft.com/microsoft-365-copilot/extensibility/planning-guide> | |
| 75 | +| Personal, **non-sensitive** queries with image creation | **Microsoft Copilot (consumer)** | Free web-grounded assistant | Don’t use for confidential work content. Source: <https://learn.microsoft.com/copilot/microsoft-365/which-copilot-for-your-organization> | |
| 76 | + |
| 77 | + |
| 78 | +## Copilot Studio vs Azure AI Foundry (Azure AI Studio) |
| 79 | + |
| 80 | +| Dimension | **Copilot Studio** | **Azure AI Foundry (Azure AI Studio)** | |
| 81 | +| --------------------- | ------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------- | |
| 82 | +| **Audience** | Fusion teams, citizen developers | Pro-code developers | |
| 83 | +| **Approach** | **Low-code SaaS** agent builder with topics, knowledge, **agent flows**, plugins | **PaaS** development platform with unified SDKs/APIs, RAG, multi-agent, evals | |
| 84 | +| **Typical use** | Helpdesk bots, HR/IT FAQ, approvals, guided flows, Teams agents | Custom RAG apps, multi-agent orchestration, domain copilots with bespoke logic | |
| 85 | +| **Data & connectors** | Prebuilt/custom plugins, Power Platform connectors; Azure AI Search supported as knowledge | Bring your own data stores; Azure AI Search, vector DBs; full orchestration control | |
| 86 | +| **Channels** | Publish to **Teams**, web, channels via Azure Bot Service | You host and expose services; integrate into custom apps, Teams, M365 via SDKs | |
| 87 | +| **Governance** | Power Platform governance, DLP, environment controls | Azure governance (RBAC, VNets, Private Link), CI/CD, responsible AI reviews | |
| 88 | +| **When to pick** | Rapid time-to-value; low-code; align with Power Platform ops | Need model choice, fine-grained data/infra control, complex pipelines & testing | |
| 89 | + |
| 90 | +Sources: <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution>, <https://learn.microsoft.com/microsoft-copilot-studio/fundamentals-what-is-copilot-studio>, <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> |
| 91 | + |
| 92 | + |
| 93 | +## Extending Microsoft 365 Copilot with agents |
| 94 | + |
| 95 | +* **Declarative agents & tools**: Compare Copilot Studio, Agents SDK, Semantic Kernel, and more to pick the right extensibility path.\ |
| 96 | + Sources: <https://learn.microsoft.com/microsoft-365-copilot/extensibility/declarative-agent-tool-comparison>, <https://learn.microsoft.com/microsoft-365-copilot/extensibility/planning-guide> |
| 97 | +* **Agent design**: Define instructions, actions, knowledge, and channels; leverage **agent flows** for automation; publish to Teams/web.\ |
| 98 | + Source: <https://learn.microsoft.com/microsoft-copilot-studio/fundamentals-what-is-copilot-studio> |
| 99 | +* **Developers’ route**: Use the **Microsoft 365 Agents SDK** to build agents deployable across channels (M365 Copilot, Teams, web) with your preferred AI services.\ |
| 100 | + Source: <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution> |
| 101 | + |
| 102 | + |
| 103 | +## Implementation considerations (security, data, networking) |
| 104 | + |
| 105 | +* **Service model fit**: SaaS (Copilots) → fastest; PaaS (Azure AI Foundry) → control & customization; IaaS → maximum flexibility.\ |
| 106 | + Source: <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> |
| 107 | +* **Data readiness & access**: For M365 Copilot, review data exposure via Microsoft Graph permissions and labels; for Azure AI, plan grounding data stores and search.\ |
| 108 | + Sources: <https://learn.microsoft.com/copilot/microsoft-365/which-copilot-for-your-organization>, <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> |
| 109 | +* **Networking & isolation**: Azure PaaS workloads can use Private Link/VNet integration; consider egress controls and content filtering for AI endpoints.\ |
| 110 | + Source: <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> |
| 111 | +* **Governance & lifecycle**: Use Power Platform environments/DLP (Copilot Studio) or Azure policies/DevOps pipelines (Azure AI Foundry).\ |
| 112 | + Sources: <https://learn.microsoft.com/microsoft-copilot-studio/fundamentals-what-is-copilot-studio>, <https://learn.microsoft.com/azure/cloud-adoption-framework/scenarios/ai/strategy> |
| 113 | + |
| 114 | + |
| 115 | +## FAQ |
| 116 | + |
| 117 | +### Q1. Is Copilot Studio only for chat? |
| 118 | + |
| 119 | +> It builds `agents` (beyond simple chat) that can call flows, connect to data, and act across channels (Teams/web). |
| 120 | +
|
| 121 | +Source: <https://learn.microsoft.com/microsoft-copilot-studio/fundamentals-what-is-copilot-studio> |
| 122 | + |
| 123 | +### Q2. When do I prefer Azure AI Foundry? |
| 124 | + |
| 125 | +> When you need `RAG/multi-agent`, model choice, evaluations, and deep integration/testing under your DevOps and networking controls. |
| 126 | +
|
| 127 | +Source: <https://learn.microsoft.com/microsoft-365/agents-sdk/choose-agent-solution> |
| 128 | + |
| 129 | +### Q3. Can I extend Microsoft 365 Copilot with my own domain agent? |
| 130 | + |
| 131 | +> Yes—use `agents` (declarative) and related SDKs; see the tool comparison and planning guidance. |
| 132 | +
|
| 133 | +Sources: <https://learn.microsoft-365-copilot/extensibility/declarative-agent-tool-comparison>, <https://learn.microsoft.com/microsoft-365-copilot/extensibility/planning-guide> |
| 134 | + |
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| 138 | + <p>Refresh Date: 2025-08-04</p> |
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