(IDEA 💡) Add "Dynamics OOTB Agent" metadata to Agent Inventory

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#553 2 comments 0 reactions 1 assignee View on GitHub

@psimolin is already working on this.

Since Jan 12, 2026.

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Description

enhancement

Problem: when an organization heavily Dynamics 365 applications there are several Copilot Studio agents that are spun up as a part of the D365 deployment. These are often treated very differently from a governance perspective than standalone, manually built Copilot Studio agents. However there's no way in the Copilot Studio Kit Inventory to effectively filter out the Dynamics Agents. Some of these D365 agents are:

  • Case Management Agent • Schema name: msdyn_CustomerServiceCaseClosureFollowup
  • Copilot in Dynamics 365 Sales • Schema name: msdyn_salesCopilot
  • Customer Service Copilot Bot • Schema name: msdyn_CustomerServiceCopilot
  • CustomerServiceKnowledgeHarvest • Schema name: msdyn_CustomerServiceKnowledgeHarvesting

Idea:

  1. The Schema Name "msdyn" prefix appears to be common across these different agents and provides a way to filter them in the inventory
  2. Update the Inventory flows and data model to add two new fields to the Agent Details table:
    1. "Schema name" - with the schema name of the agent
    2. "Is Dynamics Agent?" - yes/no binary calculated based off whether the schema name starts with "msdyn" prefix
  3. Update the Copilot Studio Kit Inventory page to include this metadata
  4. Update the Agent Details table to include a "All Agents without Dynamics" and "Dynamics Agents Only" views
Dominant language
TypeScript
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