Onaro™ONARO

← All systems

Microsoft Copilot Studio / Power Platform — Data Extraction Guide

Zero-Access pack. Follow each section, export the file, and return it to Onaro or upload it in the Meridian profile wizard. Verified as of 2026-09-13; vendor menus change.

Download Microsoft Copilot Studio / Power Platform PDF

Billing-policy / Azure subscription linkage check

Verified as of 2026-09-18

Steps

  1. Sign in to the Power Platform admin center.
  2. Open Licensing → Products → Copilot Studio (Manage Copilot Credits and capacity).
  3. Confirm environments that host agents have prepaid pack allocation and/or a PAYG billing policy linked to an Azure subscription.
  4. Note which environments draw from the tenant pool vs capped allocation (TenantPool enforcement).
  5. Record the Azure subscription used for PAYG overage — when Azure OpenAI is also connected, Meridian flags the overlap for review so the same spend isn't counted twice.

What you should have

Short note listing environment IDs + billing policy / subscription linkage.

Gotchas

  • Without a billing policy, agents may not produce billable credit consumption Meridian can meter.
  • PAYG credit dollars also land on the Azure invoice — flag the overlap for review; do not count them twice.

Source documentation

Admin center consumption export (manual fallback)

Verified as of 2026-09-18

Steps

  1. In Power Platform admin center, open Licensing → Copilot Studio → Manage Copilot Credits and capacity.
  2. Review Capacity consumption by product and Copilot credit consumption details (agents, billed vs non-billable).
  3. Export or copy the period’s consumption (environment and agent breakdown where shown) for the assessment window.
  4. For Zero-Access: upload the export via Meridian Bill & invoice import (manual) — do not share Entra secrets.
  5. Optional: pair with Azure Cost Management export for the same period to support two-meter reconciliation.

What you should have

CSV/Excel or PDF export of Copilot Credit consumption for the period.

Gotchas

  • Admin center windows are limited; request the full assessment period explicitly.
  • Pack fees ($200/mo) are a separate M365/AP line from credit consumption — keep them distinct.

Source documentation

Agent inventory export (owner and environment per agent)

Verified as of 2026-10-07

Steps

  1. Sign in to the Power Platform admin center as a Power Platform Administrator.
  2. In the navigation pane, select Manage → Copilot Studio (or Manage → Inventory for every resource type).
  3. Optionally filter the Environment, Owner, or Created on columns to the agents in scope for the assessment.
  4. Select Download in the command bar. The CSV contains the entire inventory, not only the rows loaded in the grid.
  5. Return the CSV to Onaro with the other assessment files. It records who owns each agent and which environment it runs in, which is where attribution to owners and departments starts.

What you should have

CSV of Copilot Studio and Agent Builder agents with display name, owner, environment, and created and last-published dates.

Gotchas

  • Classic chatbots (Power Virtual Agents V1) are not in the inventory. List them separately under Manage → Copilot Studio → Classic chatbots.
  • Owner is the current owner, which may differ from the maker who built the agent. Confirm departments with the owner, not the creator.
  • Inventory data can lag recent changes; agents created in the last day may be missing.

Source documentation

Pay-as-you-go usage report and Azure billed amounts

Verified as of 2026-10-07

Steps

  1. In the Power Platform admin center, select Licensing → Pay-as-you-go plans to open the Billing plans page.
  2. Select the billing plan linked to the environments that host your agents, and download its usage report for the assessment period.
  3. In the Azure portal, open Cost Management → Cost analysis for the subscription on that billing plan.
  4. Filter Resource to the Power Platform account resource with the same name as the billing plan, set the same period, and download the view as CSV.
  5. Return both files to Onaro, or upload them via Meridian Bill & invoice import as with the consumption export. Do not share Azure or Entra credentials.

What you should have

Two CSVs for the same period: the admin center usage report (by environment, caller and resource) and the Azure Cost Management billed amounts for the billing plan.

Gotchas

  • Azure Cost Management shows billed amounts by meter and billing plan only; the environment, agent and user breakdown exists only in the admin center report.
  • Usage can take up to 24 hours to appear in Azure Cost Management. Pull both files after the period has closed.
  • Rows with a Status of preview are reported but not billed. Keep them out of the reconciliation total.

Source documentation