An expert declarative agent for Microsoft 365 Copilot that provides guidance on Dynamics 365 CRM, Power Platform, and Copilot solutions. This agent helps users with CRM architecture decisions, entity design, security models, Power Automate workflows, and business process automation.
This sample illustrates the following concepts:
- CRM Architecture Guidance - Dynamics 365 CRM design and implementation
- Entity & Table Design - Data model design in Dynamics 365
- Security Model Design - Security roles, access levels, and multi-region deployment architecture
- Power Automate Integration - Workflow automation and business process recommendations
- Copilot Studio Use Cases - Customer service chatbot scenarios and implementations
- Business Process Optimization - Sales pipeline and customer service improvements
- Plugin & Custom Code - Custom development guidance and best practices
| Version | Date | Comments |
|---|---|---|
| 1.0.0 | April 28, 2026 | Initial release |
- Microsoft 365 tenant with Microsoft 365 Copilot
- Visual Studio Code with the Microsoft 365 Agents Toolkit extension
- Node.js v18
- Open the Microsoft 365 Agents Toolkit extension and sign in to your Microsoft 365 tenant with Microsoft 365 Copilot
- Select Debug in Copilot (Edge) from the launch configuration dropdown
We do not support samples, but this community is always willing to help, and we want to improve these samples. We use GitHub to track issues, which makes it easy for community members to volunteer their time and help resolve issues.
You can try looking at issues related to this sample to see if anybody else is having the same issues.
If you encounter any issues using this sample, create a new issue.
Finally, if you have an idea for improvement, make a suggestion.
THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.