License Editions: For license details, see Plans & Pricing.
📝NOTE: The availability of this feature may be limited based on the license type, region, and other criteria. To access this feature, contact support.
You can restore a Copilot Studio agent from any of its snapshots. Cloud Platform restores the agent to the environment from which it was backed up or to a different environment.
📝 Note: You can restore only Copilot Studio agents. For agents from other platforms, you can download the metadata. See Downloading agent backup data.
Restore Options
Option | What it does |
In-Place Restore | Replaces the existing items in the environment with the items from the snapshot and creates any items that do not exist. The agent keeps its ID and links. Use this option to recover an agent that was corrupted or changed by mistake. |
Restore as a Copy | Restores the items with the prefix (inSync) as new items in the same or a different environment. The original agent remains unchanged. Use this option to compare versions or to test a snapshot. |
Before you Begin
Complete the following requirements before you start the restore:
Complete prerequisites 1, 2, and 3 for the target environment. Cloud Platform checks them before the restore starts. See Prerequisites for Copilot Agents protection.
Confirm that the agent has at least one snapshot.
❗Caution: In-Place Restore overwrites the current agent items in the environment. To keep the current version, select Restore as a Copy.
Restore an Agent
Go to All Services > Copilot Agents > Agents.
Select the Configured Agents tab.
Select the agent to restore.
Select Restore Data. The Restore Data page appears. The Snapshot Viewer lists the components in the latest snapshot.
In the snapshot drop-down list, select the snapshot to restore.
Select Restore. The Agent Restore dialog appears.
On the Restore Location step, select Restore to the same Environment, or select the target environment.
Select Next.
On the Restore Options step, select In-Place Restore or Restore as a Copy. For a different environment, only Restore as a Copy is available.
Select Restore. The Restore Pre-checks dialog appears and Cloud Platform runs the pre-checks.
When both pre-checks pass, select Proceed to Restore. Cloud Platform creates the restore job and shows the message "Restore job created successfully. Check progress in jobs page".
You can also open the Restore Data page from the agent details page. Select Restore, or select a snapshot on the Backups tab.
Restore Pre-checks
Before the restore starts, Cloud Platform verifies that it can access the environment, which prevents a restore job from failing after it starts. The following table describes each pre-check.
Pre-check | Passes when |
Power Platform access | Cloud Platform has access to the selected Power Platform environment with the required permissions. |
Dataverse access | Cloud Platform has access to Dataverse in the selected environment with the required permissions to access Copilot agent data. |
Resolve a Failed Pre-check
If a pre-check fails, Proceed to Restore is not available. To fix the issue:
Complete the prerequisite that the failed check. For Power Platform access, add the Cloud Platform application as an application user in the environment, and assign it the System Administrator security role.
In the Restore Pre-checks dialog, select Rerun Pre-checks.
When both pre-checks pass, select Proceed to Restore.
Monitor the Restore
Navigate to Jobs. The restore job appears on the Ongoing tab while it runs, and then on the Completed tab. To see the job details, select the job status. See Monitoring Copilot Agents jobs.