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Home » Extending Microsoft 365 Copilot: A Practical Guide to Declarative Agents
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Extending Microsoft 365 Copilot: A Practical Guide to Declarative Agents

DSC AdminBy DSC AdminMarch 18, 2026Updated:April 29, 20261 Min Read
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Learn to build custom declarative agents for Microsoft 365 Copilot that help users accomplish specific tasks within your organization. This session provides practical guidance on creating and deploying agents that extend Copilot’s capabilities to meet your business needs.

What you’ll learn: Discover how to design and build declarative agents that enhance Copilot with specialized knowledge. We’ll cover defining agent instructions and personas, connecting to SharePoint sites and data sources, and configuring conversation starters. You’ll learn strategies for scoping agent knowledge, integrating actions and workflows to automate tasks, and ensuring agents understand your organization’s terminology and context. Real-world scenarios will inspire your upcoming projects.

  • Learning Objective 1: Design and configure declarative agents with custom instructions, personas, and conversation starters for specific business needs.
  • Learning Objective 2: Connect agents to SharePoint and organizational data sources using effective content scoping strategies.
  • Learning Objective 3: Making existing systems smarter by integrating declarative agents with their APIs.

Terms: All rights reserved by the speaker, AI Agent & Copilot Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.

Speakers
Johnny Lopez Technical Director, Principal Copilot Solutions Engineer in MW + Copilot, Microsoft

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