Get started working with environments

You can obtain a trial license to assist you in completing training and evaluating the product by going to trial environment. Select Start free to begin a Power Virtual Agents trial.

Note

You will need to sign in with a work email address because personal Microsoft accounts are not currently supported.

Define how to work with environments

Today, many organizations have a global presence and provide service to customers in multiple regions, countries, or continents. This aspect can result in needing different types of interactions based on factors such as different data being available and resolutions that are based on departments or locations. Your organization might need to deploy similar bots in different regions that interact with systems and data for those areas. Power Virtual Agents accommodates this occurrence by letting you create bots in different environments and switch between them.

Environments represent space to store, manage, and share your organization's business data. Each bot that you create is stored in an environment. Items like model-driven and canvas applications and Power Automate flows are also stored in environments. Each environment might have different roles, security requirements, and target audiences. Individual environments are not created in Power Virtual Agents; they are created in a separate location. After you have created an individual environment, Power Virtual Agents bots can be created in that environment.

Depending on business needs, organizations can use environments in many ways, including:

  • Departmental - By creating an environment that corresponds with specific organizational teams or departments, created bots will contain relevant information for that audience.

  • Locational - Because the displayed data might be different based on geographic regions, you might define separate environments for different global branches of your company.

You only need multiple environments if your company is global and you are supporting regions with specific data privacy and storage requirements like China, Germany, the EU, Singapore, and so on. In that case, you will need to establish environments for each region as you would for any other service that uses and stores data for customers in that region.

Create environments

The first time that you sign in to Power Virtual Agents and create a new bot, a default environment is created. Unless specified otherwise, any additional bots will be created in the default environment. If additional environments are needed, such as for different regions, organizational needs, or other circumstances, they can be added through the Power Platform admin center.

When in the admin center, you can add environments by going to the Environments tab and selecting New to open the new environment panel.

For each environment, you will need to provide the following information:

  • Name - A unique name for the environment.

  • Environment - Defines the type of environment to create, such as production, trial, or sandbox.

  • Region - Defines the support data region where the environment will be created.

name, environment, and region for environment

If you want to have a Microsoft Dataverse database created for the environment to use entities like accounts, contacts, and other business-related data, you can set the Create a database for this environment field to Yes. Additionally, you should select Yes if you are using Power Virtual Agents in conjunction with other Dynamics 365 applications. Data from Dataverse can be used in bots to provide tailored customer experiences. After the Dataverse database has been created, new bots can be deployed to the environment from the Power Virtual Agents portal.

For more information, see creating environments.