Add Dynamics 365 Advisor Declarative Agent

README.md

@@ -1,4 +1,4 @@
-# Microsoft 365 Copilot pro-developer samples
+# Microsoft 365 Copilot pro-developer samples
 
 This repository contains [Microsoft 365 Copilot](https://learn.microsoft.com/microsoft-365-copilot/extensibility/) samples.
 
@@ -26,6 +26,7 @@ This repository contains [Microsoft 365 Copilot](https://learn.microsoft.com/mic
 | [Canvas Teacher](./samples/da-CanvasTeacher) | Canvas Teacher is a teaching assistant to help you interact with your Canvas LMS. This agent sample enables educators to interact with their courses using Microsoft 365 Copilot or Copilot Chat. Canvas Teacher empowers educators to plan their courses more effectively, giving them access to information in their courses, modules, assignments, pages, discussions, and announcements. | Juliano Menegazzo, Ayron Johnson |
 | [Career Coach Declarative Agent for Microsoft 365 Copilot Sample](./samples/da-CareerCoach) | First Party Declarative Agent Career Coach shared as a sample | Marcus Castro |
 | [CLI for M365 Helper](./samples/da-CLIForM365-helper) | This declarative helper helps users discover relevant CLI for Microsoft 365 commands from official documentation | Saurabh Tripathi |
+| [Dynamics 365 Advisor](./samples/da-dynamics365-advisor) | Expert declarative agent for Dynamics 365 CRM, Power Platform, and Copilot solutions guidance | Muhammad Shahzad Shafique |
 | [Copilot Snow Wizard](./samples/da-SnowWizard) | M365 Declarative Copilot that interfaces with ServiceNow to list and create incidents | Cristiano Goncalves, Luis Demetrio |
 | [Declarative Agent - PnP Controls Assistant](./samples/da-pnpassistant) | This declarative agent is designed to assist users in finding more information about the PnP reusable React controls. | Guido Zambarda |
 | [Declarative Agent The Simple Teacher for Microsoft 365 Copilot Sample](./samples/da-teacher) | The declarative agent The Simple Teacher acts as a friendly, patient, and humorous mentor for students aged 16 to 20, explaining technical concepts in simple, relatable language. | Peter Paul Kirschner |
@@ -39,15 +40,15 @@ This repository contains [Microsoft 365 Copilot](https://learn.microsoft.com/mic
 | [Finding and apply for volunteer opportunities using Microsoft 365 Copilot with SharePoint List and Azure Ai Search - No code!](./samples/da-typespec-AzureAISearch_MsGraph-volunteeringapp) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec that allows you to find and apply for volunteer opportunities using Microsoft 365 Copilot with SharePoint List and Azure Ai Search integration and authentication. | Reshmee Auckloo, Lee Ford |
 | [Finding and apply for volunteer opportunities using Microsoft 365 Copilot with SharePoint List and Azure Ai Search - No code!](./samples/da-volunteeringapp) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot that allows you to find and apply for volunteer opportunities using Microsoft 365 Copilot with SharePoint List and Azure Ai Search integration and authentication. | Reshmee Auckloo, Lee Ford |
 | [Geo Locator Game](./samples/da-geolocator-game) | This sample demonstrates how to create a Geo Locator Game declarative agent using Microsoft 365 Copilot. | Ayca Bas, Garry Trinder |
-| [GitHub Issues Agent using TypeSpec for Microsoft 365 Copilot](./samples/da-typespec-github) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you ground responses in WebSearch, use CodeInterpreter and use the GitHub API as an API plugin to retrieve issues. | Sébastien Levert |
+| [GitHub Issues Agent using TypeSpec for Microsoft 365 Copilot](./samples/da-typespec-github) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you ground responses in WebSearch, use CodeInterpreter and use the GitHub API as an API plugin to retrieve issues. | Sébastien Levert |
 | [Graph QnA agent for Microsoft 365 Copilot](./samples/da-qna-graphapi-plugin) | Copilot declarative agent makes direct calls to Microsoft Graph | Franck Cornu |
-| [HR Heldpdesk Declarative Agent](./samples/da-HRHelpdesk) | HR Helpdesk is a template Declarative Agent designed to help employees troubleshoot their issues using insights from ServiceNow KB, and if not successful create a case in the right Centre of Excellence/table without much burden on the end user. | Sébastien Levert, Akhil Sai Valluri, Garry Trinder |
+| [HR Heldpdesk Declarative Agent](./samples/da-HRHelpdesk) | HR Helpdesk is a template Declarative Agent designed to help employees troubleshoot their issues using insights from ServiceNow KB, and if not successful create a case in the right Centre of Excellence/table without much burden on the end user. | Sébastien Levert, Akhil Sai Valluri, Garry Trinder |
 | [Idea Coach Declarative Agent for Microsoft 365 Copilot Sample](./samples/da-IdeaCoach) | First Party Declarative Agent Idea Coach shared as a sample | Eric Scherlinger |
-| [IT Helpdesk Declarative Agent](./samples/da-ITHelpdesk) | IT Helpdesk Agent is a Declarative Agent designed to assist employees with IT issues through (a) guided, conversational troubleshooting, (b) outage detection, and ticket creation for escalation – powered through ServiceNow offerings (Knowledge, Catalogue and Tickets).  | Sébastien Levert, Akhil Sai Valluri, Garry Trinder |
+| [IT Helpdesk Declarative Agent](./samples/da-ITHelpdesk) | IT Helpdesk Agent is a Declarative Agent designed to assist employees with IT issues through (a) guided, conversational troubleshooting, (b) outage detection, and ticket creation for escalation – powered through ServiceNow offerings (Knowledge, Catalogue and Tickets).  | Sébastien Levert, Akhil Sai Valluri, Garry Trinder |
 | [Learning Coach Declarative Agent for Microsoft 365 Copilot Sample](./samples/da-LearningCoach) | First Party Declarative Agent Learning Coach shared as a sample | Julie Chudakova |
-| [Manage repairs using Microsoft 365 Copilot](./samples/da-typespec-repairs) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you to read, create, update and delete items from a Repairs system. The agent uses an API plugin to connect to an anonymous API. | Sébastien Levert |
-| [Manage repairs using Microsoft 365 Copilot](./samples/da-typespec-repairs-apikey) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you to read, create, update and delete items from a Repairs system. The agent uses an API plugin to connect to an API-key protected API. | Sébastien Levert |
-| [Manage repairs using Microsoft 365 Copilot using OAuth 2.0 authentication](./samples/da-typespec-repairs-oauth) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you to read, create, update and delete items from a Repairs system. The agent uses an API plugin to connect to an OAuth protected API. This sample is connecting to an already configured API. | Sébastien Levert |
+| [Manage repairs using Microsoft 365 Copilot](./samples/da-typespec-repairs) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you to read, create, update and delete items from a Repairs system. The agent uses an API plugin to connect to an anonymous API. | Sébastien Levert |
+| [Manage repairs using Microsoft 365 Copilot](./samples/da-typespec-repairs-apikey) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you to read, create, update and delete items from a Repairs system. The agent uses an API plugin to connect to an API-key protected API. | Sébastien Levert |
+| [Manage repairs using Microsoft 365 Copilot using OAuth 2.0 authentication](./samples/da-typespec-repairs-oauth) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you to read, create, update and delete items from a Repairs system. The agent uses an API plugin to connect to an OAuth protected API. This sample is connecting to an already configured API. | Sébastien Levert |
 | [Microsoft 365 Community Sample Agent](./samples/da-community-samples-agent) | Agent that connects to the Sample Solution Gallery APIs, using MCP to allow users to find samples within an agent. | Paul Bullock |
 | [Microsoft Learn Search Agent](./samples/da-microsoftdocssearchagent) | An agent that helps users search and retrieve content from Microsoft Learn.  | Paul Bullock |
 | [Monitor your Copilot declarative agents using TypeSpec and Application Insights](./samples/da-typespec-appinsights) | This sample demonstrates how to integrate Azure Application Insights into existing Copilot pro-code declarative agents using TypeSpec and API plugins. | Franck Cornu |
@@ -64,11 +65,11 @@ This repository contains [Microsoft 365 Copilot](https://learn.microsoft.com/mic
 | [Resolve Mate ticketing system agent](./samples/da-resolvemate-api) | Demonstrates how to build a declarative agent for Microsoft 365 Copilot that allows you to manage customer support tickets efficiently. . | Ejaz Hussain |
 | [Resource Allocation Assistant](./samples/da-resource-allocation) | Resource Allocation Assistant is a declarative AI Agent that helps managers optimize team workloads and balance resource allocation effectively. | Valeras Narbutas |
 | [Retrieve and create my ToDo tasks - No code!](./samples/da-todo-tasks-graphapi-plugin) | This sample demonstrates how to retrieve and create my ToDo tasks. | Reshmee Auckloo |
-| [Sales Genie Declarative Agent](./samples/da-SalesGenie) | Sales Genie is a Declarative Agent designed to help sales executives get instant, actionable insights from their Salesforce CRM, Microsoft 365, and the web — all via natural language. Whether you're preparing for an upcoming customer meeting, reviewing your opportunity pipeline, or logging call notes into Salesforce, Sales Genie acts as a smart assistant that streamlines your daily sales activities. It showcases complex workflows directly using instructions. | Sébastien Levert, Akhil Sai Valluri |
+| [Sales Genie Declarative Agent](./samples/da-SalesGenie) | Sales Genie is a Declarative Agent designed to help sales executives get instant, actionable insights from their Salesforce CRM, Microsoft 365, and the web — all via natural language. Whether you're preparing for an upcoming customer meeting, reviewing your opportunity pipeline, or logging call notes into Salesforce, Sales Genie acts as a smart assistant that streamlines your daily sales activities. It showcases complex workflows directly using instructions. | Sébastien Levert, Akhil Sai Valluri |
 | [SharePoint Data Manager](./samples/da-sharepoint-data-manager) | A declarative agent that helps users manage and organize SharePoint and OneDrive content with document search, organization guidance, and access to official Microsoft documentation via MCP | Kateryna Turuntseva |
 | [SharePoint Agents Finder declarative agent](./samples/da-sp-agents-finder) | SharePoint Agents Finder uses the Microsoft Graph API as a Copilot plugin in a declarative agent, leveraging the Microsoft Graph Search API /search/query endpoint to retrieve information about SharePoint Agents and event any file in Microsoft 365. | Mohammad Amer |
-| [Tasks Agent using TypeSpec for Microsoft 365 Copilot that connects to the Microsoft Graph APIs](./samples/da-typespec-todo) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that connects to the Tasks endpoints of the Microsoft Graph API through an API plugin. | Sébastien Levert |
-| [Tech Support agent using TypeSpec for Microsoft 365 Copilot](./samples/da-typespec-tech-support) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you ground responses in WebSearch, SharePoint and Copilot connectors | Sébastien Levert |
+| [Tasks Agent using TypeSpec for Microsoft 365 Copilot that connects to the Microsoft Graph APIs](./samples/da-typespec-todo) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that connects to the Tasks endpoints of the Microsoft Graph API through an API plugin. | Sébastien Levert |
+| [Tech Support agent using TypeSpec for Microsoft 365 Copilot](./samples/da-typespec-tech-support) | This sample demonstrates how to build a declarative agent for Microsoft 365 Copilot using TypeSpec for Microsoft 365 Copilot that allows you ground responses in WebSearch, SharePoint and Copilot connectors | Sébastien Levert |
 | [TechPulse - Custom Engine Agent for Real-Time Technology News](./samples/cea-techpulse) | An intelligent tech news companion powered by Microsoft 365 Agents SDK and Model Context Protocol (MCP) | Ajay Jadhav |
 | [TechPulse - Custom Engine Agent for Real-Time Technology News (C#)](./samples/cea-techPulse-csharp) | An intelligent tech news companion powered by Microsoft 365 Agents SDK and Semantic Kernel | Ajay Jadhav |
 | [TechPulse - Custom Engine Agent for Real-Time Technology News (Python)](./samples/cea-techpulse-python) | An intelligent tech news companion powered by Microsoft 365 Agents SDK and Model Context Protocol (MCP) | Ajay Jadhav |

samples/da-dynamics365-advisor/.env.local.sample

@@ -0,0 +1,15 @@
+# Sample environment file for Dynamics 365 Advisor Agent
+# Copy this to .env.local and fill in your values
+# DO NOT commit .env.local to git!
+
+# Teams Toolkit Environment
+TEAMSFX_ENV=dev
+
+# Microsoft 365 / Azure AD (if needed for future API integrations)
+# TENANT_ID=your-tenant-id-here
+# CLIENT_ID=your-client-id-here
+# CLIENT_SECRET=your-client-secret-here
+
+# Optional: Dynamics 365 API Configuration (for future enhancements)
+# DYNAMICS_API_ENDPOINT=https://your-org.crm.dynamics.com
+# DYNAMICS_CLIENT_ID=your-dynamics-app-id

samples/da-dynamics365-advisor/.gitignore

@@ -0,0 +1,13 @@
+# TeamsFx files
+env/.env.*.user
+env/.env.local
+.localConfigs
+appPackage/build
+
+# dependencies
+node_modules/
+
+# misc
+.env
+.deployment
+.DS_Store

samples/da-dynamics365-advisor/README.md

@@ -0,0 +1,112 @@
+# Dynamics 365 Advisor Agent
+
+## Summary
+
+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.
+
+![Dynamics 365 Advisor in action](assets/screenshot.png)
+
+## Tools and Frameworks
+
+![drop](https://img.shields.io/badge/Teams Toolkit for VS Code-5.0+-green.svg)
+![drop](https://img.shields.io/badge/Declarative Agent-v1.3-blue.svg)
+
+## Prerequisites
+
+* [Microsoft 365 Developer Account](https://developer.microsoft.com/microsoft-365/dev-program)
+* [Teams Toolkit for Visual Studio Code](https://learn.microsoft.com/microsoftteams/platform/toolkit/install-teams-toolkit?tabs=vscode)
+* [Node.js LTS](https://nodejs.org/)
+* [Visual Studio Code](https://code.visualstudio.com/)
+
+## Version history
+
+Version|Date|Author|Comments
+-------|----|----|--------
+1.0|April 28, 2026|Muhammad Shahzad Shafique|Initial release
+
+## Disclaimer
+
+**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.**
+
+---
+
+## Minimal Path to Awesome
+
+* Clone this repository
+* Navigate to the `samples/da-dynamics365-advisor` folder
+* Open the folder with Visual Studio Code
+* Press F5 to run the application with Teams Toolkit
+* Follow the prompts to add the declarative agent to Microsoft 365 Copilot
+
+## Features
+
+This Declarative Agent demonstrates:
+
+* **CRM Architecture Guidance** - Expert advice on Dynamics 365 CRM design and implementation
+* **Entity & Table Design** - Best practices for data model design in Dynamics 365
+* **Security Model Design** - Help with security roles, access levels, and multi-region deployments
+* **Power Automate Integration** - Workflow recommendations and automation patterns
+* **Copilot Studio Use Cases** - Chatbot scenarios for customer service automation
+* **Business Process Optimization** - Sales pipeline and customer service process improvements
+* **Plugin & Custom Code** - Development recommendations and best practices
+
+## Conversation Starters
+
+The agent includes several conversation starters:
+
+* **CRM Design** - "Help me design a case management solution in Dynamics 365."
+* **Power Automate** - "Suggest a Power Automate flow for lead qualification."
+* **Copilot Studio** - "Give me chatbot use cases for customer service."
+* **Security Model** - "How should I design security roles for a 3-country CRM deployment?"
+
+## File Structure
+
+```
+da-dynamics365-advisor/
+├── src/
+│   ├── declarativeAgent.json    # Agent configuration
+│   ├── instruction.txt           # Agent instructions and behavior
+│   ├── manifest.json             # Teams app manifest
+│   ├── color.png                 # App icon (color)
+│   └── outline.png               # App icon (outline)
+├── assets/
+│   ├── screenshot.png            # Demo screenshot
+│   └── sample.json               # Sample metadata
+├── .env.local.sample             # Environment variables template
+├── .gitignore
+└── README.md
+```
+
+## Setup Instructions
+
+1. **Open in VS Code**
+   - Open the `da-dynamics365-advisor` folder in Visual Studio Code
+   - Ensure Teams Toolkit extension is installed
+
+2. **Review the Configuration**
+   - Check `src/declarativeAgent.json` for agent settings
+   - Review `src/instruction.txt` for agent behavior
+
+3. **Run the Agent**
+   - Press F5 or use Teams Toolkit to start debugging
+   - Sign in with your Microsoft 365 account
+   - The agent will be deployed to your Copilot environment
+
+4. **Test the Agent**
+   - Open Microsoft 365 Copilot
+   - Find "Dynamics 365 Advisor" in your agents
+   - Try the conversation starters or ask your own questions about:
+     - Dynamics 365 CRM architecture
+     - Power Platform solutions
+     - Security and access control
+     - Business process automation
+
+## Contributing
+
+This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA).
+
+## Author
+
+* **Muhammad Shahzad Shafique** - [GitHub Profile](https://github.com/MrShahzadShafique)
+
+<img src="https://m365-visitor-stats.azurewebsites.net/copilot-pro-dev-samples/samples/da-dynamics365-advisor" />