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Add Dynamics 365 Advisor Declarative Agent#137

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Add Dynamics 365 Advisor Declarative Agent#137
MrShahzadShafique wants to merge 16 commits intopnp:mainfrom
MrShahzadShafique:da-dynamics365-advisor

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Summary

This PR adds a new declarative agent sample for Microsoft 365 Copilot: Dynamics 365 Advisor

What it does

  • Expert guidanceon Dynamics 365 CRM architecture
  • Power Platform and Copilot Studio recommendations
  • Security model design for multi-region deployments
  • Business process automation advice

Features

  • Conversation starters for common scenarios
  • Structured, professionalresponses
  • Microsoft best practices

Checklist

  • README.md with complete documentation
  • sample.json metadata file
  • .env.local.sample (no secrets)
  • .gitignore configured
  • Added to root README table
  • Screenshot placeholderincluded

Copilot AI review requested due to automatic review settings April 28, 2026 09:23
@MrShahzadShafique MrShahzadShafique changed the title Add Dynamics 365 Advisor Declarative Agent Sample Add Dynamics 365 Advisor Declarative Agent Apr 28, 2026
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Pull request overview

This PR adds a new Dynamics 365 Advisor declarative agent sample under samples/da-dynamics365-advisor/ and registers it in the repository’s root sample list.

Changes:

  • Added a new sample package (agent config, instructions, Teams manifest, icons, assets, and sample metadata).
  • Added Teams Toolkit workflow file (m365agents.yml) and local environment/gitignore templates for the sample.
  • Updated the root README.md sample table to include the new sample.

Reviewed changes

Copilot reviewed 9 out of 12 changed files in this pull request and generated 12 comments.

Show a summary per file
File Description
samples/da-dynamics365-advisor/src/outline.png Adds outline icon asset for the sample.
samples/da-dynamics365-advisor/src/color.png Adds color icon asset for the sample.
samples/da-dynamics365-advisor/src/manifest.json Adds Teams app manifest referencing the declarative agent.
samples/da-dynamics365-advisor/src/instruction.txt Adds agent instruction prompt text.
samples/da-dynamics365-advisor/src/declarativeAgent.json Adds declarative agent definition and conversation starters.
samples/da-dynamics365-advisor/m365agents.yml Adds Teams Toolkit provisioning/publishing workflow for the sample.
samples/da-dynamics365-advisor/assets/sample.json Adds sample gallery metadata for the new sample.
samples/da-dynamics365-advisor/README.md Adds sample documentation and setup steps.
samples/da-dynamics365-advisor/.gitignore Adds sample-local ignore rules.
samples/da-dynamics365-advisor/.env.local.sample Adds a template for local environment values.
README.md Adds the sample to the root list, but also introduces encoding corruption.

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Comment thread samples/da-dynamics365-advisor/README.md Outdated
- Add .env.local to .gitignore for root-level env files
- Remove UTF-8 BOM from sample.json, README.md files
- Add additionalMetadata.sampleTag to m365agents.yml
- Update app name from Meeting Agenda Writer to Dynamics 365 Advisor
- Reorganize folder structure: move manifest and icons to appPackage/
- Add env/.env.dev with AGENT_SCOPE=shared and other variables
- Update README.md to reflect correct folder structure
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Review now.

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Pull request overview

Adds a new sample declarative agent (“Dynamics 365 Advisor”) to the samples/ gallery for Microsoft 365 Copilot, including its Teams app package, Teams Toolkit project config, and documentation, plus an entry in the root sample list.

Changes:

  • Adds Dynamics 365 Advisor agent instructions and declarative agent configuration.
  • Adds Teams Toolkit project scaffolding (manifest, env files, m365agents workflow, icons) and sample gallery metadata.
  • Updates the root README.md sample table to include the new sample.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 9 comments.

Show a summary per file
File Description
samples/da-dynamics365-advisor/src/instruction.txt Defines the agent’s behavior and response rules.
samples/da-dynamics365-advisor/src/declarativeAgent.json Declares agent metadata, instructions file reference, and conversation starters.
samples/da-dynamics365-advisor/m365agents.yml Teams Toolkit provisioning/publishing workflow for the sample.
samples/da-dynamics365-advisor/env/.env.dev Dev environment variables for Teams Toolkit.
samples/da-dynamics365-advisor/assets/sample.json Sample gallery metadata (title, descriptions, thumbnail, links, authors).
samples/da-dynamics365-advisor/appPackage/outline.png Teams app outline icon asset.
samples/da-dynamics365-advisor/appPackage/color.png Teams app color icon asset.
samples/da-dynamics365-advisor/appPackage/manifest.json Teams app manifest defining the declarative agent entry.
samples/da-dynamics365-advisor/README.md Sample documentation and setup instructions.
samples/da-dynamics365-advisor/.gitignore Ignores build output and local env/config files.
samples/da-dynamics365-advisor/.env.local.sample Local environment template for contributors.
README.md Adds the sample to the repository-wide sample list (but also introduces encoding corruption in other rows).

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Comment thread samples/da-dynamics365-advisor/appPackage/manifest.json
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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the repository, including the Teams/M365 Agents Toolkit configuration, app package artifacts, and documentation, and then links it from the root samples table.

Changes:

  • Added a new samples/da-dynamics365-advisor sample package (manifest, declarative agent definition, instructions, environment templates).
  • Added sample gallery metadata (assets/sample.json) and documentation (README.md).
  • Added the sample entry to the root README.md table.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 2 comments.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Defines provision/publish lifecycle for the sample using M365 Agents Toolkit.
samples/da-dynamics365-advisor/env/.env.dev Dev environment defaults for provisioning and M365 app IDs.
samples/da-dynamics365-advisor/assets/sample.json Sample metadata for indexing/gallery usage (title, description, links, thumbnail).
samples/da-dynamics365-advisor/appPackage/manifest.json Teams app manifest wiring the declarative agent into copilotAgents.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Declarative agent definition (schema v1.3) and conversation starters.
samples/da-dynamics365-advisor/appPackage/instruction.txt Instruction prompt content for the agent’s behavior.
samples/da-dynamics365-advisor/appPackage/color.png App icon (color).
samples/da-dynamics365-advisor/appPackage/outline.png App icon (outline).
samples/da-dynamics365-advisor/README.md End-user documentation for setup and capabilities.
samples/da-dynamics365-advisor/.gitignore Ignores local env/build artifacts for the sample.
samples/da-dynamics365-advisor/.env.local.sample Template for local environment overrides (no secrets committed).
README.md Adds the new sample to the repository-wide samples table.

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Comment thread samples/da-dynamics365-advisor/appPackage/manifest.json Outdated
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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample under samples/da-dynamics365-advisor, intended to provide Dynamics 365 / Power Platform guidance when used with Microsoft 365 Copilot, and registers the sample in the repo’s main README.

Changes:

  • Introduces a complete new sample folder with Teams Toolkit provisioning config, manifest, declarative agent configuration, instructions, and documentation.
  • Adds sample gallery metadata (assets/sample.json) and environment templates (env/.env.dev, .env.local.sample, .gitignore).
  • Registers the new sample in the root README.md table.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 2 comments.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Teams Toolkit/M365 Agents Toolkit provisioning & publish workflow for the new sample.
samples/da-dynamics365-advisor/env/.env.dev Dev environment variables scaffold for Teams Toolkit runs.
samples/da-dynamics365-advisor/assets/sample.json Sample gallery metadata (title/description/authors/thumbnail links).
samples/da-dynamics365-advisor/appPackage/manifest.json Teams app manifest wiring the declarative agent into copilotAgents.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Declarative agent definition (schema/version, instructions, conversation starters).
samples/da-dynamics365-advisor/appPackage/instruction.txt Agent behavioral instructions used by the declarative agent config.
samples/da-dynamics365-advisor/appPackage/color.png App icon (color).
samples/da-dynamics365-advisor/appPackage/outline.png App icon (outline).
samples/da-dynamics365-advisor/README.md End-user documentation for running/understanding the sample.
samples/da-dynamics365-advisor/.gitignore Sample-local ignore rules for TeamsFx/env/build artifacts.
samples/da-dynamics365-advisor/.env.local.sample Template for local env overrides (non-committed).
README.md Adds the sample to the repository’s sample list.

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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the repo, including Teams Toolkit/M365 Agents Toolkit configuration, app package assets, and sample gallery metadata so it can be provisioned and discovered like other samples.

Changes:

  • Added a new sample folder (samples/da-dynamics365-advisor) with agent instructions, declarative agent config, Teams app manifest, icons, and environment config.
  • Added sample gallery metadata (assets/sample.json) and documentation (README.md) for the new sample.
  • Registered the new sample in the root README.md samples table.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 1 comment.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Defines provision/publish lifecycle for the sample via M365 Agents Toolkit.
samples/da-dynamics365-advisor/env/.env.dev Adds committed dev environment variables for Teams Toolkit runs.
samples/da-dynamics365-advisor/assets/sample.json Adds sample gallery metadata (title/description/links/thumbnail/authors).
samples/da-dynamics365-advisor/assets/screenshot.png Adds the sample screenshot used by README and metadata thumbnail.
samples/da-dynamics365-advisor/appPackage/manifest.json Defines the Teams app manifest that packages the declarative agent.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Declares the agent (schema v1.3), instructions file, and conversation starters.
samples/da-dynamics365-advisor/appPackage/instruction.txt Provides the agent’s behavioral instructions/prompt.
samples/da-dynamics365-advisor/appPackage/color.png Adds Teams app color icon.
samples/da-dynamics365-advisor/appPackage/outline.png Adds Teams app outline icon.
samples/da-dynamics365-advisor/README.md Documents purpose, setup, features, and structure of the new sample.
samples/da-dynamics365-advisor/.gitignore Prevents local/env/build artifacts from being committed for this sample.
samples/da-dynamics365-advisor/.env.local.sample Provides a local env template (no secrets committed).
README.md Adds the new sample to the repository’s main samples table.

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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the repository, including the Teams/M365 Agents Toolkit configuration, agent definition, and sample catalog metadata so it can be provisioned and discovered alongside other samples.

Changes:

  • Introduces a new sample folder samples/da-dynamics365-advisor with agent instructions, manifest, and toolkit automation.
  • Adds sample metadata (assets/sample.json) and a screenshot/icon assets for gallery/display.
  • Updates the root README.md samples table to include the new sample.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 1 comment.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Adds Teams/M365 Agents Toolkit provisioning + publishing workflow for the sample.
samples/da-dynamics365-advisor/env/.env.dev Adds dev environment variables used by the toolkit workflow.
samples/da-dynamics365-advisor/assets/sample.json Registers the sample in the sample catalog metadata format (title, descriptions, links, thumbnail, author).
samples/da-dynamics365-advisor/assets/screenshot.png Adds the sample screenshot used by README/catalog.
samples/da-dynamics365-advisor/appPackage/manifest.json Defines the Teams app manifest enabling the declarative agent.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Defines the declarative agent schema/config and conversation starters.
samples/da-dynamics365-advisor/appPackage/instruction.txt Provides agent instruction prompt content.
samples/da-dynamics365-advisor/appPackage/color.png Adds Teams app color icon.
samples/da-dynamics365-advisor/appPackage/outline.png Adds Teams app outline icon.
samples/da-dynamics365-advisor/README.md Documents the sample setup and usage.
samples/da-dynamics365-advisor/.gitignore Adds sample-local ignore rules for env/build artifacts.
samples/da-dynamics365-advisor/.env.local.sample Adds a local env template for users (not committed values).
README.md Adds the new sample entry to the repository’s main samples table.

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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the samples/ collection, including Teams app packaging/config and gallery metadata so it can be provisioned via Microsoft 365 Agents/Teams Toolkit and discovered from the repo index.

Changes:

  • Added a new sample folder samples/da-dynamics365-advisor/ with agent manifest, instructions, icons, env config, and documentation.
  • Added sample gallery metadata (assets/sample.json) and a screenshot asset.
  • Registered the sample in the root README.md samples table.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 2 comments.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Adds provisioning/publishing workflow for the sample using Agents/Teams Toolkit actions.
samples/da-dynamics365-advisor/env/.env.dev Adds default environment variables used by the toolkit workflow.
samples/da-dynamics365-advisor/assets/sample.json Adds sample metadata used for indexing/gallery scenarios.
samples/da-dynamics365-advisor/assets/screenshot.png Adds screenshot referenced by README and sample metadata.
samples/da-dynamics365-advisor/appPackage/manifest.json Adds Teams app manifest that wires in the declarative agent.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Declares the agent name/description/instructions and conversation starters.
samples/da-dynamics365-advisor/appPackage/instruction.txt Defines the agent’s behavioral instructions.
samples/da-dynamics365-advisor/appPackage/color.png App icon (color).
samples/da-dynamics365-advisor/appPackage/outline.png App icon (outline).
samples/da-dynamics365-advisor/README.md Documentation for setup and usage of the sample.
samples/da-dynamics365-advisor/.gitignore Ignores local/toolkit build outputs and env files.
samples/da-dynamics365-advisor/.env.local.sample Provides a local env template for optional future integrations.
README.md Adds the new sample to the repository’s sample list table.

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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the samples/ catalog, intended to help users get guidance on Dynamics 365 CRM, Power Platform, and Copilot Studio scenarios.

Changes:

  • Introduces a new declarative agent sample folder (samples/da-dynamics365-advisor) with manifest, agent definition, instructions, env scaffolding, and documentation.
  • Adds sample gallery metadata (assets/sample.json) and associated icons/screenshot assets.
  • Registers the new sample in the root README.md sample list.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 3 comments.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Adds Microsoft 365 Agents Toolkit provisioning/publishing workflow for the sample.
samples/da-dynamics365-advisor/env/.env.dev Adds committed dev environment variables used by the toolkit lifecycle.
samples/da-dynamics365-advisor/assets/sample.json Adds sample metadata for gallery/listing and thumbnail reference.
samples/da-dynamics365-advisor/appPackage/manifest.json Defines Teams app manifest for the declarative agent package.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Defines the declarative agent configuration and conversation starters.
samples/da-dynamics365-advisor/appPackage/instruction.txt Provides the agent’s behavior/instruction prompt content.
samples/da-dynamics365-advisor/appPackage/color.png Adds the color icon for the Teams app package.
samples/da-dynamics365-advisor/appPackage/outline.png Adds the outline icon for the Teams app package.
samples/da-dynamics365-advisor/README.md Documents sample purpose, features, and setup instructions.
samples/da-dynamics365-advisor/.gitignore Ensures local/env/build artifacts aren’t committed.
samples/da-dynamics365-advisor/.env.local.sample Adds a local env template for optional future integrations.
README.md Adds the new sample entry to the repository’s sample table.

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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the samples/ collection, including Teams Toolkit configuration, agent packaging, and documentation so it can be provisioned/published and listed from the repo root README.

Changes:

  • Introduces a new sample folder (samples/da-dynamics365-advisor) with Teams Toolkit config (m365agents.yml, env files), app package, and agent instructions/config.
  • Adds sample gallery metadata (assets/sample.json) and documentation (README.md) for the new agent.
  • Registers the sample in the repository root README.md samples table.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 1 comment.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Teams Toolkit lifecycle for provisioning/publishing the agent package.
samples/da-dynamics365-advisor/env/.env.dev Dev environment defaults/placeholders for Teams Toolkit.
samples/da-dynamics365-advisor/assets/sample.json Sample gallery metadata (title, description, links, thumbnail).
samples/da-dynamics365-advisor/assets/screenshot.png Screenshot asset referenced by README/sample metadata.
samples/da-dynamics365-advisor/appPackage/manifest.json Teams app manifest referencing the declarative agent package.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Declarative agent definition (schema v1.3 + conversation starters).
samples/da-dynamics365-advisor/appPackage/instruction.txt Agent system instructions/behavior guidelines.
samples/da-dynamics365-advisor/appPackage/color.png Teams app color icon asset.
samples/da-dynamics365-advisor/appPackage/outline.png Teams app outline icon asset.
samples/da-dynamics365-advisor/README.md Sample documentation, setup steps, and feature overview.
samples/da-dynamics365-advisor/.gitignore Sample-local ignore rules for TeamsFx artifacts and env files.
samples/da-dynamics365-advisor/.env.local.sample Template for local env overrides (non-committed).
README.md Adds the new sample to the root samples table.

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Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the repository, including its Teams Toolkit configuration, app package (manifest + declarative agent config), sample metadata, and documentation, and registers it in the root samples table.

Changes:

  • Added a new da-dynamics365-advisor sample folder with Teams Toolkit (m365agents.yml) and environment scaffolding.
  • Added the Teams app package + declarative agent definition (manifest, instructions, icons).
  • Added sample documentation/metadata and linked the sample from the root README.md.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated 1 comment.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Teams Toolkit lifecycle for provisioning/publishing the sample app package.
samples/da-dynamics365-advisor/env/.env.dev Dev environment variables template for Teams Toolkit runs.
samples/da-dynamics365-advisor/assets/sample.json Sample gallery metadata (title/description/authors/links/thumb).
samples/da-dynamics365-advisor/assets/screenshot.png Screenshot used by README and sample metadata.
samples/da-dynamics365-advisor/appPackage/manifest.json Teams app manifest that points to the declarative agent definition.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Declarative agent configuration (schema v1.3) and conversation starters.
samples/da-dynamics365-advisor/appPackage/instruction.txt Agent instruction prompt content.
samples/da-dynamics365-advisor/appPackage/color.png App color icon referenced by manifest.
samples/da-dynamics365-advisor/appPackage/outline.png App outline icon referenced by manifest.
samples/da-dynamics365-advisor/.gitignore Sample-local ignores for TeamsFx/Node artifacts and env files.
samples/da-dynamics365-advisor/.env.local.sample Local env template for developers (non-committed).
samples/da-dynamics365-advisor/README.md Sample documentation (setup steps, features, structure).
README.md Adds the new sample entry to the repository’s main samples table.

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Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
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Pull request overview

Adds a new Dynamics 365 Advisor declarative agent sample to the repository, providing a packaged Teams/Copilot agent configuration plus accompanying documentation and sample-gallery metadata.

Changes:

  • Added a new sample under samples/da-dynamics365-advisor/ including manifest, declarative agent config, instructions, icons, env templates, and README.
  • Added sample metadata (assets/sample.json) and screenshot asset for catalog/display.
  • Registered the sample in the root README.md samples table.

Reviewed changes

Copilot reviewed 10 out of 13 changed files in this pull request and generated no comments.

Show a summary per file
File Description
samples/da-dynamics365-advisor/m365agents.yml Teams Toolkit lifecycle config (provision/publish) for the sample agent.
samples/da-dynamics365-advisor/env/.env.dev Dev environment variable template for Teams Toolkit.
samples/da-dynamics365-advisor/assets/sample.json Sample catalog metadata (title, descriptions, thumbnail, references).
samples/da-dynamics365-advisor/appPackage/outline.png App outline icon asset referenced by the Teams manifest.
samples/da-dynamics365-advisor/appPackage/manifest.json Teams app manifest wiring the declarative agent into copilotAgents.
samples/da-dynamics365-advisor/appPackage/instruction.txt Agent instruction prompt content referenced by declarative agent config.
samples/da-dynamics365-advisor/appPackage/declarativeAgent.json Declarative agent schema/config (v1.3) + conversation starters.
samples/da-dynamics365-advisor/appPackage/color.png App color icon asset referenced by the Teams manifest.
samples/da-dynamics365-advisor/README.md End-user documentation for setup, usage, and sample structure.
samples/da-dynamics365-advisor/.gitignore Ignores local/env/build artifacts for the sample.
samples/da-dynamics365-advisor/.env.local.sample Local env template (non-committed) for future enhancements.
README.md Adds the Dynamics 365 Advisor row to the root samples table.

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@MrShahzadShafique
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@garrytrinder, please review.

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