Catalogue › Platform Administration

Platform Administration

Use it in Copilot Cowork: download the Platform Administration plugin for Copilot Cowork and upload it in Cowork under Customize > Plugins > Upload plugin. How to install.

Running the platform: environment setup, licensing and capacity, monitoring, release readiness for release waves, and agent governance.

Layer Delivery

Lead role modelled Dynamics 365 and Power Platform Administrator

Subject lead Simon Foote

Agent charter .claude/agents/platform-administration.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install platform-administration@d365forge

ChatGPT and Codex: add this repository as a plugin marketplace, or copy this folder into .agents/skills/ in your project.

Skills

Skill What it covers Status

platform-administration:agent-governance Governs who can build, share and publish Copilot Studio agents, flows and apps across the tenant, using DLP policies, environment zoning, Managed Environments controls, the CoE Starter Kit and an agent approval path. Use when setting maker policies, approving an agent for wider release, or tracking down ungoverned agents. reviewed

platform-administration:environment-setup Provisions and configures Dynamics 365 CE environments to the agreed strategy, covering type, region, base currency and language, security groups, admin roles, application users and baseline settings. Use when creating or configuring an environment, restricting who can open it, or setting up service identities for integrations and pipelines. reviewed

platform-administration:licensing-and-capacity Structures Dynamics 365 and Power Platform licensing and Dataverse capacity questions by persona, usage, environment and growth, and sets up ongoing licence and storage review. Use when estimating licences for a programme, checking whether capacity covers planned environments and data, or reviewing usage after go-live. reviewed

platform-administration:monitoring Sets up operational monitoring for Dynamics 365 CE and Power Platform, covering service health, Message center, capacity, plug-in and flow failures, integration errors, telemetry, business heartbeats and alert routing. Use when preparing operations before go-live, deciding what to alert on and who receives it, or when users find failures first. reviewed

platform-administration:release-readiness Prepares a Dynamics 365 CE estate for Microsoft updates, covering roadmap tracking on the AI at Work roadmap, release waves and early access, impact assessment, regression testing, feature enablement and user communication. Use when a major update approaches, early access opens, or a roadmap item or deprecation affects the solution. reviewed

Skill	What it covers	Status
`platform-administration:agent-governance`	Governs who can build, share and publish Copilot Studio agents, flows and apps across the tenant, using DLP policies, environment zoning, Managed Environments controls, the CoE Starter Kit and an agent approval path. Use when setting maker policies, approving an agent for wider release, or tracking down ungoverned agents.	reviewed
`platform-administration:environment-setup`	Provisions and configures Dynamics 365 CE environments to the agreed strategy, covering type, region, base currency and language, security groups, admin roles, application users and baseline settings. Use when creating or configuring an environment, restricting who can open it, or setting up service identities for integrations and pipelines.	reviewed
`platform-administration:licensing-and-capacity`	Structures Dynamics 365 and Power Platform licensing and Dataverse capacity questions by persona, usage, environment and growth, and sets up ongoing licence and storage review. Use when estimating licences for a programme, checking whether capacity covers planned environments and data, or reviewing usage after go-live.	reviewed
`platform-administration:monitoring`	Sets up operational monitoring for Dynamics 365 CE and Power Platform, covering service health, Message center, capacity, plug-in and flow failures, integration errors, telemetry, business heartbeats and alert routing. Use when preparing operations before go-live, deciding what to alert on and who receives it, or when users find failures first.	reviewed
`platform-administration:release-readiness`	Prepares a Dynamics 365 CE estate for Microsoft updates, covering roadmap tracking on the AI at Work roadmap, release waves and early access, impact assessment, regression testing, feature enablement and user communication. Use when a major update approaches, early access opens, or a roadmap item or deprecation affects the solution.	reviewed

Credit and licence

Created by Simon Foote and Robert Peledie as part of D365Forge. The skills are licensed under CC BY 4.0: use them freely, including commercially, and credit Simon Foote and Robert Peledie when you share or adapt them. NOTICE.md gives the wording.