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fix(docs): Rewrite Copilot Studio doc for v14 partner-center publish#2138

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RolandKrummenacher merged 3 commits into
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MSBrett/docfix-copilot-studio
May 12, 2026
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fix(docs): Rewrite Copilot Studio doc for v14 partner-center publish#2138
RolandKrummenacher merged 3 commits into
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MSBrett/docfix-copilot-studio

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@MSBrett MSBrett commented May 11, 2026

Rewrites the Copilot Studio agent configuration doc to fix blocking partner-center validation issues, reduce maintenance surface, and restore correct author attribution before the v14 docs publish.

Changes

Commit 1: Fix metadata and model guidance

  • Metadata: Fixed invalid author: rkrummenacher (lowercase, doesn't exist on GitHub) and ms.author: rkrummenacher (not a valid Microsoft alias). These blocked partner-center build validation.
  • Model guidance: Replaced hardcoded Claude Opus 4.6 recommendation with a link to the canonical model selection docs. Notes the deep reasoning requirement without naming specific models, so the doc doesn't go stale when models are revised.
  • Voice: Microsoft style guide fixes (contractions, sentence splitting, tighter knowledge file descriptions)

Commit 2: Offload generic procedures to canonical docs

Restructured the doc to focus on FinOps-hub-specific configuration and link to canonical Copilot Studio docs for generic procedures that go stale with product UI changes.

Offloaded to canonical docs (no longer our maintenance):

Kept (FinOps-specific content):

  • Hub prerequisites (v12+, scopes, Kusto viewer access)
  • Agent name, description, and deep-reasoning model requirement
  • Instructions zip download and cluster URI configuration
  • Which MCP tools to add and their specific settings (no user prompt, end user creds)
  • Knowledge file table with descriptions
  • Test prompts and verification criteria

Commit 3: Restore correct author attribution

  • author: RolandKrummenacher — correct case-sensitive GitHub ID for Roland Krummenacher, original author of this doc via PR #2075. The previous rkrummenacher was an incorrect lowercase variant that doesn't exist on GitHub.
  • ms.author: brettwil — Microsoft contact (Roland is an external contributor without a Microsoft alias).

Why

The partner-center v14 docs PR (MicrosoftDocs/partner-center-pr#12047) flagged rkrummenacher as an invalid author/alias (blocking). The doc also contained ~40% generic Copilot Studio UI procedures that go stale when the product team updates their UI — including MCP tool flows that are still in preview.

Scope

1 file: docs-mslearn/toolkit/hubs/configure-ai-copilot-studio.md (197 → 172 lines)

- Fix invalid author/ms.author (rkrummenacher → MSBrett/brettwil)
- Replace hardcoded Claude model recommendation with link to canonical
  Copilot Studio model selection docs for future-proofing
- Note deep reasoning requirement without naming specific models
- Tighten knowledge file descriptions per content guidelines
- Use contractions per Microsoft style guide (Do not → Don't)
- Split dense opening sentence for readability

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
@microsoft-github-policy-service microsoft-github-policy-service Bot added the Needs: Review 👀 PR that is ready to be reviewed label May 11, 2026
Restructure configure-ai-copilot-studio.md to focus on FinOps-hub-specific
configuration and link to canonical Copilot Studio docs for generic
procedures. This reduces maintenance surface and staleness risk.

Changes:
- Offload agent creation steps to Copilot Studio quickstart
- Offload MCP tool add flow to canonical MCP tool docs
- Offload knowledge upload steps to canonical knowledge docs
- Offload licensing section to canonical billing docs
- Remove step-by-step UI navigation that goes stale with product updates
- Keep all FinOps-specific content: prereqs, agent description, model
  requirement, instructions zip, tool settings, knowledge files, test
  prompts, verification criteria
- Add Copilot Studio canonical links to Related content section

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
@MSBrett MSBrett changed the title fix(docs): Fix Copilot Studio doc metadata and model guidance fix(docs): Rewrite Copilot Studio doc for v14 partner-center publish May 11, 2026
Roland Krummenacher (RolandKrummenacher) is the original author of this
doc via PR #2075. The previous metadata used the lowercase rkrummenacher
which doesn't exist on GitHub. This restores correct attribution with
the case-sensitive GitHub ID while keeping brettwil as the ms.author
(Microsoft contact).

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
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Thank you @MSBrett

@RolandKrummenacher RolandKrummenacher merged commit fb55625 into dev May 12, 2026
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@RolandKrummenacher RolandKrummenacher deleted the MSBrett/docfix-copilot-studio branch May 12, 2026 06:00
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@all-contributors please add @MSBrett for doc

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@microsoft-github-policy-service[bot]

@MSBrett already contributed before to doc

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