Copilot Playbook
Managed App Kit
Updated November 7, 2026
Partner Guide · Managed App Kit

Managed App Kit Guide

Plan, set up and govern Microsoft 365 Copilot managed apps built in Copilot Cowork and Copilot Code: answer a short setup, export one blueprint and hand it to the skill.

For partners and app builders · Built on the td-synnex-managed-app skill · Facts as of 7 November 2026

Open the setup →

Copilot Playbook · Managed apps

Build Copilot apps that last

Copilot Cowork and Copilot Code can build a working business app from a conversation. This kit makes the decisions that keep it working: where the data lives, who can see what, who pays for runtime, and what “ready to share” means.

Install the skill, answer the setup form, export your app blueprint, give it to Copilot. No prompt to write.

Publisher, the site that distributes this kit (your app never runs there):

How the kit fits together Four stages, top to bottom. 1, Learn: the guide, this page now and the full handbook after Microsoft Ignite. 2, Decide: the setup, 10 steps in about 20 minutes with a live plan. The contract: the app blueprint, one JSON file holding every decision, schema 1.0, secret-scanned. 3, Do: the skill in Copilot Cowork and Copilot Code, one install, which plans, writes the day-zero pack and guides the build. 1 · Learn The guide This page now; the full handbook after Microsoft Ignite 2 · Decide The setup 10 steps, about 20 minutes, with a live plan; Later allowed The contract App blueprint (.json) Every decision in one file, schema 1.0, secret-scanned 3 · Do The skill in Cowork and Code One install. Plans, writes the day-zero pack, guides the build
One set of rules drives the setup’s live plan and the skill, so the two can’t disagree.

1 · What you can build

Start from a ready-made app, a pattern or your own idea

Pick one of 89 apps that teams build, start from one of 14 patterns, or describe your own. The setup opens with as much filled in as we know, so you start from a plan instead of a blank form.

  • What it isThree ways into the same setup: 89 ready-made apps in 13 roles, 14 app patterns, or a short interview about your own idea. Every answer stays yours to change.
  • What you doChoose your role and click the app nearest yours. The setup opens with its screens, roles, data and flows filled in. Nothing close? Describe your own app.
  • Watch outRisk, credits and tool on each card are estimates for typical answers, worked out by the setup’s own rules; credits count calls only. Your answers decide the real plan.

Ready-made apps by role

The gallery of 89 ready-made apps needs JavaScript on this page. Open the setup to browse them by role there.

Fourteen app patterns

Know the shape but not the use case? Each pattern pre-fills the usual screens, roles and data source. The badges show the usual source and add-ons, not limits. Choose Something else for a blank plan.

Choosing a card fills these answers in the setup. Change any of them; the live plan updates as you go.

ArchetypeScreensDataRoles
TrackerHome, List, Detail, Form, HelpSharePoint list, own permissions, ContributeMember (view, create, edit anything); Owner (view, edit anything, administer, export)
Request and approvalMy requests, New request, Request detail, Approval queue, Dashboard, HelpSharePoint list, item-level: people see and edit only what they createdRequester (view, create, edit their own); Approver (view, approve, export)
Intake and triageSubmit, Triage board, Detail, AdminSharePoint list, item-level: people see and edit only what they createdSubmitter (view, create, edit their own); Triager (view, edit anything)
DashboardOverview, Drill-down, Detail, HelpPower BI semantic model, read only at the sourceViewer (view, export)
PipelineAccounts, Contacts, Opportunities board, DetailDataverse table, Dataverse security rolesSeller (view, create, edit their own); Manager (view, edit anything, export)
Directory or portalSearch, Profile, Map, FavoritesSharePoint list, read only at the sourceViewer (view); Editor (view, edit anything)
Field inspectionToday, Inspection form, Photo capture, Map, Sync statusSharePoint list, item-level: people see and edit only what they createdInspector (view, create, edit their own); Supervisor (view, approve, export)
Check-in kioskWelcome, Look-up, Badge, AdminSharePoint list, own permissions, ContributeKiosk (view, create); Organizer (view, edit anything, administer)
SchedulerCalendar, Booking form, My bookings, AdminSharePoint list, own permissions, ContributeBooker (view, create, edit their own); Admin (view, edit anything, administer)
Inventory and assetsSearch, Item, Check out and in, Audit, ScanSharePoint list, own permissions, ContributeUser (view, create); Asset manager (view, edit anything, export)
Knowledge hubSearch, Article, Ask, FeedbackSharePoint document library, read only at the sourceReader (view); Author (view, create, edit their own)
AI workspaceBrief, Compose, Insights, HistoryWork IQ, read only at the sourceUser (view, create, edit their own)
Training or gameLessons, Quiz, Leaderboard, CertificateSharePoint list, item-level: people see and edit only what they createdLearner (view, create, edit their own); Coach (view, export)
Something elseNone: you add themDecided for you by the planNone: you add them

Data shows the starting source and its SharePoint permission level. Roles show what each role can do in the app.

Describe your own app

In the setup

The app interview

First, describe the app in your own words, as you’d explain it to a colleague. Then answer short, plain questions, each with Later: what it keeps track of, its stages, who uses it, who approves, who is told and how sensitive it is. The setup shows what it filled in, then you carry on with the ten steps.

Describe your app →

Rather talk it through?

Draft it with Copilot

In the interview, the Copy a prompt for Copilot button puts your description and answers so far on the clipboard. Paste it into Cowork with the skill installed: the skill runs its intake interview and returns a blueprint. Load that file back into the setup and review every answer. Nothing leaves your browser except what you paste.

Open the interview

What managed apps can’t do yet

People ask for these, but managed apps can’t do them today. Each card says what to build instead, so nobody wastes a build.

2 · How it works

From this page to a released app in five steps

You make the decisions once, in the setup. The skill turns them into project files, a plan you approve and guided build passes in Copilot Cowork or Copilot Code.

  • What it isFive steps: learn, configure, export, hand it over, then build, release and run. Steps 1 to 4 are yours; from step 5 the skill guides Copilot through the build.
  • What you doCheck your level’s prerequisites, answer the setup in about 20 minutes, export the blueprint, then attach it in Cowork or Code and say one sentence.
  • Watch outNothing is created before you approve the plan, nothing ships below the release bar, and nothing is shared without your yes.
  1. Learn

    About 5 minutes

    You do

    Read this page and check the prerequisites for your level.

    The kit does

    Shows what you can build, the three levels and which tool fits.

  2. Configure

    10 steps, about 20 minutes

    You do

    Answer ten short steps. Choose Later for anything you don’t know yet.

    The kit does

    A live plan shows the tool, risk level, release bar, blockers and cost.

  3. Export

    One download

    You do

    Download your app blueprint (one JSON file), the IT checklist and kickoff prompts.

    The kit does

    Refuses a blueprint that contains a password, key or token.

  4. Hand it over

    One message

    You do

    In Cowork or Code, attach the blueprint and say “Set up my app from this blueprint.”

    The kit does

    Checks it, shows a plan with blockers, tool, risk and cost, then waits.

  5. Build, release, run

    Five build passes

    You do

    Approve the plan, review each pass, and say yes to publish and share.

    The kit does

    Writes your day-zero files, guides the build, runs the release check.

Before anything is built, the skill checks the blueprint, shows the plan and waits for your approval. Then it writes the day-zero pack: 26 files for the deal-desk example in the kit, in the folders below.

The day-zero pack: 26 files in 8 folders and 3 top-level files project/: README.md, DESIGN.md, DECISIONS.md, QUALITY-RUBRIC.md, RELEASE-LOG.md, HANDOFF.md, docs/PROJECT-RULES.md, src/features.ts, qa-tests/TEST-PLAN.md; prompts/: kickoff-cowork.md, kickoff-code.md, session-start.md, release.md, owner-preview-checklist.md; data/: sharepoint-lists.md; setup/: provision-sharepoint.ps1, cli-command-plan.sh; integrations/: flow-specs.md; governance/: admin-checklist.md, exception-requests.md; access/: sharing-plan.md, announcement.md; operations/: runbook.md; top level: PLAN.md, CHECKLIST.md, blueprint.json. project/ The app’s own rules and memory README.md DESIGN.md DECISIONS.md QUALITY-RUBRIC.md RELEASE-LOG.md HANDOFF.md docs/PROJECT-RULES.md src/features.ts qa-tests/TEST-PLAN.md prompts/ What you paste into Copilot kickoff-cowork.md kickoff-code.md session-start.md release.md owner-preview-checklist.md data/ List specs sharepoint-lists.md setup/ Scripts to review, then run provision-sharepoint.ps1 cli-command-plan.sh integrations/ Flows that react to rows flow-specs.md governance/ For your admin admin-checklist.md exception-requests.md access/ Who gets what sharing-plan.md announcement.md operations/ Weekly and quarterly checks runbook.md your-app/ At the top of the pack PLAN.md CHECKLIST.md blueprint.json

Then it guides the build in five passes

  1. Navigation shell, with empty, loading and error states.
  2. Read real data.
  3. Writes, with checks and tests.
  4. Integrations, with flows reacting to rows the app writes.
  5. Polish and accessibility.

After each pass: checks, screenshots and an updated HANDOFF.md. Unfinished work ships behind a switch in src/features.ts that is off by default.

StepWhoWhat happens
1 · LearnYouRead the guide; check prerequisites
2 · ConfigureThe setup10 steps, about 20 minutes; live plan; Later allowed
3 · ExportThe setupApp blueprint .json, IT checklist, kickoff prompts
4 · PrerequisitesIT, admin and site ownerSpending policies, app creation, environment
5 · Attach and askYou“Set up my app from this blueprint.”
6 · Validate and planThe skillSecrets, gaps, tool, risk, bar, blockers, cost; then it waits
7 · Data and accessIT, admin and site ownerLists, permissions, exceptions, one security group
8 · Build in 5 passesThe skill/app or Code; checks, screenshots and HANDOFF each pass
9 · ApproveYouYes at the bar: publish, then share
10 · Release runThe skillScore with evidence; confirm live; log
11 · Use itApp usersPlay link; consent once; feedback button
12 · Change somethingYouEdit the blueprint, revision +1, re-plan
13 · OperateThe skillWeekly Cowork health check; quarterly review

Gates: nothing is created before the plan is approved (6); nothing ships below the bar (10); nothing is shared without a yes (9). Loop: changes go back through the blueprint (12), so the files, the plan and the app stay in step.

3 · Choose your level

Personal, team or governed department app

The level is set by who will use the app. It decides the data, the sharing, the quality bar and what you need from IT before you start.

  • What it isThree levels, from an app for you alone to one a whole department relies on. Each sets the data, sharing, quality bar and prerequisites.
  • What you doPick the level that matches who will use the app. Read its “You need” line, then open its IT list and send it to your admin.
  • Watch outLevels add up: each needs everything the level before it needs. From Level 2, every app user needs runtime coverage, not only you.

Level 1

Personal app

ForYou, or you and a colleague
Build withCopilot Cowork
DataA list or file you own
SharingNobody, or named people
QualityYour own check
You needCowork access and a spending policy that includes it

Level 2

Team app

ForA team of up to about 25
Build withCowork, with Code as it grows
DataA SharePoint list with its own permissions
SharingOne security group
QualityRelease bar 90 with the owner’s checklist
You needPlus runtime coverage for users

Level 3

Governed department app

ForA department or more
Build withCopilot Code, with Cowork for walk-throughs
DataSharePoint with item-level or flow-written records, or Dataverse
SharingOne security group for the app, the data and licensing
QualityRelease bar 90 to 95, an independent reviewer, security and data-owner sign-off
You needPlus admin exceptions where needed and a shared or production environment
  • Copilot Cowork access and a spending policy that includes Cowork. Cowork usage is billed in Copilot credits, not included in the license.
  • Cowork’s App skill (/app) is a Frontier preview: it needs Frontier membership and a personal developer environment.
  • Managed-app creation allowed for your environment group.

Users can’t enroll themselves in Frontier; an admin chooses All users or Specific users, and new features take up to three hours to appear.

Everything Level 1 needs, plus:

  • Runtime coverage for every app user: Power Apps Premium, or Copilot credits under a managed-apps spending policy.
  • One security group for the people who use the app.
  • A SharePoint list with its own permissions on a team site with a full /sites/ or /teams/ address: stop inheritance once at the list and grant the group Contribute, not Edit.
  • Copilot Code, if the app grows into it: Frontier membership and a spending policy that includes Code.

Everything Level 2 needs, plus:

  • A shared or production environment for the app, not a personal developer environment.
  • Admin exceptions where the plan needs them: SQL Server, Copilot Studio, Power BI queries, third-party MCP servers or outside web addresses.
  • Dataverse in the environment, if the plan chooses Dataverse (Premium).
  • Sign-offs before release: an independent reviewer score, a security review and the data owner.
  • One security group that holds the app sharing, the data permissions and the licensing, so all four access checks line up for one name.

4 · Cowork or Code?

Two tools, one app, and most teams use both

Both tools build the same kind of managed app on the same runtime, and either can load an app the other built. The setup weighs your answers and recommends one, or both, with its reasons.

  • What it isTwo ways to build the same managed app. Cowork suits first apps and people who don’t code; Code suits bigger apps, several builders and anything that needs tests.
  • What you doStart where your builder is comfortable, then follow the setup’s recommendation. Use the table to see how each tool starts, publishes and shares.
  • Watch outCode can’t see the running app in a signed-in browser; Cowork can. Plan a Cowork walk-through before each release, whichever tool leads.
QuestionCopilot CoworkCopilot Code
Best forFirst apps, small apps, people who don’t codeBigger apps, several builders, anything that needs tests
How you startAsk for an app, or type /app and describe itDescribe it in the Code tab at copilot.cloud.microsoft; Plan mode first
What you seeA preview, and a signed-in Edge browser that can walk the live appA preview canvas, the code, the diff and test output
PublishingThe Publish button, again after every changeSay “Publish it”; building never publishes on its own
SharingPublish, then Share“Share it with the group so they can use it”

Most teams use both. Cowork shapes the app and checks it in a real browser; Code builds, tests and releases it.

Only Cowork

  • Walks the live app in Edge
  • Scheduled prompts
  • Email and Teams triggers
  • Up to 50 custom skills
  • Mobile, Outlook and Teams

Both

  • The runtime and play link
  • The app records
  • Connectors and policies
  • Plugins and work context
  • Credit billing for builds

Only Code

  • Plan mode, model picker
  • Shell, Git and tests
  • Folders on your machine
  • GitHub branches and PRs
  • Specialist sub-agents
What only Cowork does, what only Code does, and what they share.

The setup scores each answer, then leads with the tool that is ahead by 2 or more points. Within 1 point, it recommends both.

AnswerCodeCowork
Builder is a developer+3 points
Builder is new to building+3 points
Builder has some experience but isn’t a developer+1 point
More than 25 users, or writes to confidential data+1 point
More than one session or person changes the app+2 points
GitHub repository mode+3 points
Uses the ms CLI, GitHub Copilot CLI, Claude Code, VS Code or GitHub Actions+2 points
8 or more screens+2 points
5 or fewer screens+1 point
Stage is production+2 points
Stage is prototype+1 point
Independent reviewer wanted+1 point
Weekly health routine wanted+1 point
Attached requirements, process maps or screenshots+1 point
Two or more integrations (flows, agents, MCP, custom connectors, Power BI in the app)+1 point

For a builder who isn’t a developer, Both means Cowork leads and Code joins when the app passes about five screens, needs tests or gets a second builder.

Cowork shapes, Code ships

Use Cowork to find the data, the people and the process, and even for the first build. Move to Code once the app has more than a few screens, logic that must be right, or more than one person changing it.

Code builds, Cowork accepts

Code makes each change and runs the scripted checks; Cowork, in Edge, opens the live app as a real user with real data and walks the acceptance checklist; a person signs off.

Studio for the agent, Code for the app

Agents and flows are designed and governed where they live, in Copilot Studio; the app binds to them and tests the contract.

The CLI for the pipeline

When an app needs CI/CD, pinned tool versions, GitHub Actions deployment with a service principal or a third-party build tool, move that part to the ms CLI.

5 · Before you start

What has to be in place, and who does it

Three short lists: yours, your admin’s and your SharePoint site owner’s. Send each person their list before you open the setup.

  • What it isThe prerequisites for building and running a managed app, grouped by who does each one: you, your admin and your site owner.
  • What you doCopy or print the checklist and send each group its lines. The setup’s IT checklist later adds anything your own answers need.
  • Watch outCopilot Code needs Frontier and a spending policy that includes Code. Your admin has to act; it isn’t switched on for everyone automatically.

You

  • Access to Copilot Cowork.
  • Access to Copilot Code and Cowork’s App skill, if your tenant is in the Frontier preview. Code also needs a spending policy that includes Code.
  • A spending policy that includes the tool you’ll use.

Your admin

  • Managed-app creation allowed for your environment group.
  • Runtime coverage for app users: Power Apps Premium, or Copilot credits under a managed-apps spending policy.
  • Exceptions for SQL Server, Copilot Studio, Power BI queries, third-party MCP servers or outside web addresses, if your plan needs them.

Your site owner

  • A SharePoint team site with a full /sites/ or /teams/ address.
  • A plain ASCII site name, with no accents or symbols.
  • Permission for you to create lists on that site.

Managed apps run under a runtime policy that blocks some connectors and outside requests by default. Your plan lists the exceptions it needs; these are the usual ones:

  • The SQL Server connector.
  • The Copilot Studio connector, to call an agent.
  • Power BI Run a query.
  • Third-party MCP servers.
  • Outside web addresses, through a content security change.
  • Custom connectors.

How to ask for one

There is no self-service exception request, so make the admin’s decision easy. Send one message with these fields, and ask for the narrowest change, at the group level.

FieldWhat to write
AppName, app id, environment and environment group
Change requestedThe exact connector and action, MCP server, or content security directive and origin (copy the blocked origin from the browser console)
WhyThe business justification: the outcome and who benefits
DataClassification of the data that will flow, and its system of record
Scope and durationGroup level or narrower; permanent or until a date; report-only mode first for content security changes
EvidenceReproduction steps, the blocked origin or error from the browser console, and test results from a preview build
OwnerBuilder, backup owner and the admin contact who approved it

The skill writes these requests for you in governance/exception-requests.md. Never look for a way around a blocked connector or policy.

Each person who runs an app needs Power Apps Premium or Copilot credits: 0.1 credit per API call, plus a per-launch charge whose rate Microsoft hasn’t published. Users without coverage are blocked after 20 app operations or five minutes, whichever comes first. Power Apps Premium users are exempt. A Microsoft 365 Copilot license is not required just to run an app.

Coverage is one of four access checks

  1. Open the app (play). Run-only access, granted as the Microsoft App Reader role.
  2. Change the app (edit). Contributor rights on the app’s source repository. Play and edit are independent.
  3. Reach the data. The app calls each source as that person, so someone without access to the list sees an empty screen, not your data.
  4. Pay for runtime. Power Apps Premium, or Copilot credits under a spending policy.

Sharing the app covers only the first two. Share it with the same Entra group that holds the data permissions and the license, so all four checks line up for one name.

6 · Watch-outs

The four things that bite

Four platform rules catch most first apps. None of them is a bug you can fix, so plan around each one before you build.

  • What it isThe four rules behind most surprises: who can open the app, what sharing grants, what happens without runtime coverage, and how flows start.
  • What you doCheck each one against your app before you answer the setup. The live plan raises a blocker or warning when your answers trigger one.
  • Watch outTest with an ordinary colleague’s account, never only your own. Your own rights hide the gaps a real user hits on the first data call.

Who opens it

Guests can’t open managed apps

Even with guest sharing on. Build for your staff and give partners a public page or a shared document.

What sharing grants

Sharing the app isn’t access to the data

The app calls each source as that person. Without rights on the list, they see an empty screen.

Runtime coverage

Blocked after 20 app operations or 5 minutes

Users without Power Apps Premium or Copilot credits are stopped, whichever limit comes first.

How flows start

A flow starts from a row, not a call

An app can’t call a Power Automate flow in a documented way. It writes a row; the flow triggers on it.

Guests can’t open managed apps yet, even when guest sharing is switched on; Microsoft lists it as a known issue.

For partners, use one of three alternatives:

  • a public page or shared document;
  • a Power Pages site;
  • a canvas app with B2B guests.

Keep the managed app for internal staff, and never work around the limit by converting guests into member accounts. The setup marks external users as a blocker.

Access is four separate checks. Sharing the app covers only the first two; data permissions and runtime coverage are checked for every person, every time.

  1. Open the app (play). Run-only access, granted as the Microsoft App Reader role. Environment access and app sharing are separate controls.
  2. Change the app (edit). Contributor rights on the app’s source repository. Granting play never grants or removes edit.
  3. Reach the data. The app calls each source as that person, so someone without access to the list sees an empty screen, not your data.
  4. Pay for runtime. Power Apps Premium or Copilot credits under a spending policy.

Share the app with the same Entra group that holds the data permissions and the license, so all four checks line up for one name.

Every person who runs the app, not only the builder. Each needs Power Apps Premium, or Copilot credits under a managed-apps spending policy: 0.1 credit per API call, plus a per-launch charge whose rate Microsoft hasn’t published.

Without coverage, the app opens but the user is blocked after 20 app operations or five minutes, whichever comes first. Power Apps Premium users are exempt. A Microsoft 365 Copilot license is not required just to run an app.

If a user’s environment, license or data permissions are missing, the app opens but fails at the first data call. Always test with an ordinary colleague’s account.

There is no documented way for a managed app to call a flow. Instead, the app writes a row and the flow reacts to it.

  • Trigger: SharePoint “When an item is created” or “When an item is created or modified”, or Dataverse “When a row is added, modified or deleted”.
  • Status column: the app writes a correlation id and Status = Pending; a trigger condition fires only on Pending; the flow sets Processing, then Done or Failed.
  • Avoid: a browser call to a flow’s HTTP trigger needs a content security exception, and an anonymous HTTP trigger bypasses Entra ID entirely. Don’t build on either.

The skill writes the flow specs for you in integrations/flow-specs.md.

7 · What it costs

Runtime cost, before anyone builds

Building bills the builder’s Copilot credits. Running the app bills each user, through Power Apps Premium or Copilot credits. The estimator below uses the same formula as the setup and the skill.

  • What it isWhat running the app costs, separate from building it. Each user needs Power Apps Premium or Copilot credits under a managed-apps spending policy.
  • What you doEnter your expected users and usage for a monthly planning figure, then agree with your admin who pays for runtime and which policy covers it.
  • Watch outMicrosoft also charges per launch, at a rate it hasn’t published, so the estimate counts calls only. Treat it as a floor, not a quote.
Per API call0.1creditfor each launch, connector read and write
Per creditAbout 1centat pay-as-you-go pricing, as of 7 November 2026
Per launchNot publishedMicrosoft adds a per-launch charge but hasn’t published its rate

Monthly runtime estimate

Calls-only planning estimate, a floor: users × sessions × calls × 21 workdays × 0.1 credit.

Each month, calls only

API calls
–calls
Copilot credits
–credits
At about 1 cent per credit
–a month

The defaults are the setup’s typical usage: 2 sessions a day, 15 calls each. Add the per-launch charge once Microsoft publishes it. Power Apps Premium users have no per-call meter.

ActivityWho paysHow to watch it
Building in CoworkThe builder’s Copilot credits, under the Cowork spending policy/cost in the task
Building in CodeThe builder’s Copilot credits, under the Code spending policy, with per-user spend limitsCopilot cost management. A /cost command is not documented for Code
Building in Copilot StudioThe environment’s Copilot Studio billing, from the first draft, set up in the Power Platform admin centerPower Platform admin center
Building with the CLINo license needed, except to run the app locallyNot applicable
Running a managed appEach user: Power Apps Premium, or 0.1 credit per API call (launches, connector reads and writes), plus a per-launch charge whose rate is not published, under a managed-apps spending policyCopilot, Cost management
Work IQ calls from an appCopilot credits, billed separately even for Premium usersThe same spending policy, and admin billing reports

The bill is driven by chatty apps, so cache reads, avoid polling and load data on demand.

8 · What’s in the kit

The setup, the skill, the pack and the guide

Four parts that work together. Download the skill once; the setup runs in your browser and exports the blueprint the skill reads.

  • What it isEverything the kit includes: the setup page, the skill for Cowork and Code, the day-zero pack it writes, and the full practitioner’s guide.
  • What you doDownload the skill and install it once in Cowork; Code sessions use the same install. Then open the setup and export your blueprint.
  • Watch outThe full handbook publishes after Microsoft Ignite, in late November 2026. Until then, this page and the skill’s own references carry its rules.
ItemWhat it is
The setup (configurator)Ten steps, a live plan, export of your app blueprint, IT checklist and kickoff prompts
The skilltd-synnex-managed-app for Copilot Cowork and Copilot Code; install once, use in both
The day-zero pack26 files the skill writes from your blueprint: README, DESIGN, DECISIONS, QUALITY-RUBRIC, prompts, list specs, a provisioning script, a sharing plan, an IT checklist
The guideBuilding Managed Apps with Copilot Code and Copilot Cowork, the full practitioner’s guide

The skill

td-synnex-managed-app-skill.zip · 180 KB

Upload it in Cowork under Customize, Skills, or copy the folder into OneDrive. One install serves Cowork and Code.

Download the skill

The whole kit

td-synnex-managed-app-kit.zip · 393 KB

The skill, the setup page to run offline, the four example blueprints with their expected plans, and the sample 26-file day‑zero pack.

Download the kit

The full guide

The practitioner’s handbook · coming soon

The full handbook publishes after Microsoft Ignite, in late November 2026, as web chapters you can read and share.

After Ignite, late November 2026
  • Cowork: Customize, Skills (labelled Agents & Plugins in newer builds), upload the skill’s zip. Or copy the folder to OneDrive, Documents/Cowork/skills/td-synnex-managed-app/.
  • Code: nothing extra. Personal skills installed for Cowork loaded in Code in the tenant tested. Start a new Code session after installing.
  • GitHub Copilot or Claude Code: copy the folder into your repository under .github/skills/ or .claude/skills/.
  • Your whole team: share the skill with named people from Customize; Re-share sends them the latest version.

If something goes wrong

  • The skill doesn’t appear: start a new session; check the folder name is exactly td-synnex-managed-app and SKILL.md is inside it.
  • It found a secret: remove the value from the blueprint and rotate it if it was real.
  • Blocker, external people: managed apps can’t be opened by guests. Keep the app internal and give outsiders a page or document instead.
  • The script won’t run: the skill falls back to its written rules; ask it to “plan by hand”.

9 · Questions

What partners ask before they start

Short answers to the ten questions that come up most, from guest access and runtime cost to the App Builder retirement.

  • What it isThe ten questions partners ask most, from who can open the app and what it costs, to what happens to App Builder apps on 30 November 2026.
  • What you doOpen a question for its short answer. If yours isn’t here, ask Copilot once the skill is installed; it carries the rules behind every answer.
  • Watch outFacts are current as of 7 November 2026. Copilot Code and the App skill are Frontier previews and change often, so recheck before you commit.
Can partners or customers open the app?

No. Managed apps can’t be opened by guests. Build the internal app for your staff, and give outsiders a public page or a shared document.

Do I install the skill twice for Cowork and Code?

No. It lives in your OneDrive skills folder; Cowork reads it and, in the tenant tested, Code sessions load it too. Start a new session after installing. That Code loads it was observed in one tenant, not documented, so every blueprint also carries its own fallback instructions:

This is an app blueprint for a Microsoft Copilot managed app. It holds decisions, not secrets. If the td-synnex-managed-app skill is installed, use it. If not: plan only and don't build yet; check every field, list what is marked later, recommend Cowork, Code or both, flag blockers (guests can't open managed apps; SharePoint tables need a full /sites/ or /teams/ address), then propose README, DESIGN, DECISIONS, QUALITY-RUBRIC, RELEASE-LOG, HANDOFF and src/features.ts and ask before creating anything.
What does it cost to run?

Each user needs Power Apps Premium or Copilot credits under a managed-apps spending policy, at about 0.1 credit per call, plus a per-launch charge Microsoft hasn’t published. The setup estimates a monthly figure from your usage answers; it counts calls only, so treat it as a floor. Try the estimator.

Do app users need a Microsoft 365 Copilot license?

Not just to run an app. They need runtime coverage as above.

Why does sharing the app not show anyone the data?

Sharing grants access to the app only. Each person also needs rights on the data source, because the app calls it as that person.

Can the app call a Power Automate flow?

Not directly in a documented way. The app writes a row and the flow triggers on it.

Can I put it in Teams?

Post the link in a channel. Pinning a managed app as a tab isn’t documented.

What happens to my App Builder apps?

App Builder retires on 30 November 2026. From 4 November, one-click Migrate app moves an app’s screens, navigation and logic to Apps in Copilot Studio. Moving to Cowork is a manual rebuild from the downloaded source: in Cowork, say “I’m migrating my app. I built this app.” for a faithful rebuild, then share it again. Sharing links don’t carry over; your data stays where it is.

Is my data safe in the blueprint?

The blueprint holds decisions, not secrets. The setup and the skill both refuse a blueprint that contains a password, key or token.

What if I don’t know an answer?

Choose Later. The skill asks for it only when a step needs it.

Not sure what your app is yet? Describe it in your own words and the setup’s interview asks the rest.