How to Configure a Copilot Agent Using the OnePlan Agent Template

Purpose

This article explains how to install and configure the OnePlan Copilot Agent Solution so you can use your organization’s own Copilot agent with OnePlan. This template is a prebuilt way to create a Copilot agent that interacts with OnePlan.

After you complete this configuration, you will be able to perform common OnePlan actions, such as creating a new project, pulling status reports, and more, just by interacting with your agent.

What you will accomplish
By the end of this article, you will Import the OnePlan Copilot Agent colution into Copilot Studio, connect that agent to your OnePlan environment, and make the agent available to your team via Teams and Microsoft 365.

Note
You can also create custom Copilot agents without using this template. You can learn more here to connect CoPilot to Sofia

Requirements

To complete the steps in this article, you must meet all of the following requirements:

• Entra tenant administrator
• Power Platform System Administrator
• OnePlan Administrator or Owner
• A full Copilot Studio license

Background

The OnePlan Copilot Agent Solution empowers organizations to design and run their own fully customized OnePlan Copilot agent, tailored to how they plan, govern, and deliver work. Rather than relying on a one‑size‑fits‑all experience, customers can configure an agent that reflects their unique processes, terminology, and planning standards while still leveraging OnePlan’s automated plan creation capabilities.

Using a customer‑owned Copilot agent, teams can generate new plans in OnePlan from AI‑driven requests and optionally create an initial schedule at the same time. Because the agent is yours, you control how it interprets requests, what questions it asks, and which knowledge it draws from—ensuring outputs are aligned with your internal ways of working from the very first interaction.
Key capabilities include:

• Automated plan creation: Create new OnePlan plans from conversational, AI‑driven requests to reduce manual setup and accelerate the path from intake to execution.
• Optional schedule generation: Automatically generate an initial schedule alongside the plan to jumpstart planning and provide immediate structure for execution.
• Deep agent customization: Configure prompts, behaviors, and topics to match your organization’s naming conventions, governance requirements, and workflows. You can also connect the agent to your own knowledge sources, such as internal documentation, training materials, or standards, so responses are grounded in your organization’s reality.
• Consistent outcomes with less overhead: Standardize how plans are created across teams while minimizing repetitive data entry—freeing plan managers to focus on prioritization, alignment, and delivery.

Instructions

1. Download the agent solution file from this article. Save it in a location on your machine that you can easily access later. OnePlanAgentTemplate_1_0_0_5 1.zip
2. Go to https://copilotstudio.microsoft.com/ and log in.
3. Go to Agents.
   
4. Click Import Agent. This will take you to the Solutions area of CoPilot studio.
   
5. Click Import solution to open the Import a solution interface.
6. Click Browse. Use the file explorer to locate the solution file you downloaded in step 1.
7. Click Next.
   
8. Confirm that you can see the solution details. Then click Next.
   
9. Ensure the Teams and CoPilot connections connect properly (there will be a green check mark.)
10. Then, for the OnePlan OnePlanAgentTemplate item, click Create. This is where you will connect your OnePlan site to the agent.
    
11. In the connection dialog:
    • Enter a name for the agent
    • Select your region. Options include:
    • Default (my.oneplan.ai)
    • EU Region (eu.oneplan.ai)
    • AU Region (au.oneplan.ai)
    • CA Region (ca.oneplan.ai)
    • Enter the Key Name, and the Key Value
      Then click Create.
      
12. Once the connection to your OnePlan site is complete (you will see a green checkmark), click Next.
    
13. Enter the appropriate base URL (i.e. my.oneplan.ai), and re-enter the Access Token key value. Then click Import.
    
14. After import is complete, the OnePlan Agent will be available in your list of solutions
    
15. To make the agent available to users, publish it to a Microsoft Teams or Microsoft 365 channel. For instructions, see https://learn.microsoft.com/en-us/microsoft-copilot-studio/publication-add-bot-to-microsoft-teams

Related Resources

Now that your custom Planning Assistant agent is configured, you can further customize it to meet your organization’s needs. For guidance on extending and managing Copilot agents, see the Microsoft Copilot Studio documentation: https://learn.microsoft.com/en-us/microsoft-copilot-studio/