Copilot Studio Deployment Guidance

Hi all,

I’m building standardized guidance for enterprise teams rolling out custom AI assistants. I can walk clients through the process of sharing assistants in tools like Cassidy, ChatGPT, Gemini, and Claude but I’m running into walls with Copilot Studio and need your help to fill the gaps.

Where I’m stuck:

Access: Is Copilot Studio genuinely hard to get into, or am I overlooking a step? I've tried several times and can't get access to a trial.
Deployment flow: For organizations already on M365 with Teams, how smooth is the Studio → Teams push in real life?
Licensing: Which M365 tier unlocks Copilot Studio?
Admin rights: What level of admin permissions does deployment require?
Surprises: What hidden friction points have you hit on client projects?
Accuracy check: Is the workflow below still accurate?

Workflow I've gathered from online guidance:

Sign in to Copilot Studio via microsoft: https://login.microsoftonline.com/
Create a new Copilot, set its name, purpose, topics, and system instructions.
Optional: hook up data sources or Power Automate flows.
Publish, then deploy to Teams using Microsoft’s documented steps (https://learn.microsoft.com/en-us/microsoft-copilot-studio/publication-add-bot-to-microsoft-teams)

I want to give clients clear, side-by-side guidance across platforms, not just show what I can personally demo. Any first-hand insights would be amazing and much appreciated.

Thanks so much for any guidance here!

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