Name: 🤖Designing and Governing AI Agents
Start: 2026-04-16T14:30:00-05:00
End: 2026-04-16T17:00:00-05:00
Location: Epiq

Join us for an in‑person gathering of the Kansas City Dynamics 365, Power Platform, & AI community! Connect with local professionals, learn from subject matter experts, and grow your network in a welcoming, collaborative environment.

📆 Thursday, April 16, 2026
🕑 2:30-6:30pm
📍 Epiq \- Conference Room 200 \| 11880 College Blvd\, Overland Park\, KS 66210

**2:30pm**

* Networking & Announcements

**3:00pm**

* So You Wanna Build A Bot... by Will Hawkins and David Vargas

**4:00pm**

* Governing AI Agents in Copilot Studio – A High-Compliance Case Study by Lindsay Shelton and Benny Perchez

**5:15pm**

* Join us for networking and happy hour immediately following.
* Barley's Kitchen & Tap, 11924 W. 119th St., Overland Park, KS 66213

📣Please feel free to forward to colleagues and friends who may be interested in the content/group! We look forward to seeing you there!

Marty Adler

Lindsay

Scott Roller

DUG Meetup: Kansas City - D365, Power Platform, & AI

Dynamics User Group (DUG)

Technology

Open Source

Cloud Computing

CRM/Customer Relationship Management

Microsoft Dynamics AX

ERP Consulting

ERP Software

Microsoft Dynamics

[Will Hawkins](https://www.linkedin.com/in/will-hawkins-ritewai) and [David Vargas](https://www.linkedin.com/in/davidvargas13/)
**So You Wanna Build A Bot...**
Agents are transforming how organizations automate processes and interact with users, but building one that delivers real value requires more than just turning on a feature. In this session, you'll learn how agents can streamline workflows, reduce repetitive work, and deliver smarter interactions for your organization.

You'll walk away with: 

* A framework for building your first AI Agent
* Real examples of how agents improve efficiency and automation
* Practical tips to avoid common mistakes during deployment


[Lindsay Shelton](https://www.linkedin.com/in/lindsaytshelton) and [Benny Perchez](https://www.linkedin.com/in/bennyperchez)
**Governing AI Agents in Copilot Studio – A High-Compliance Case Study**
Agent governance sounds simple—until you’re responsible for rolling it out in a high-compliance, global legal services environment. In this session, join Lindsay and Benny as we share a front-lines case study of how we've implemented practical governance for AI agents using Microsoft Copilot Studio to power our chatbot, Eva. Drawing from real-world decisions, key guardrails, and lessons from mistakes we'd avoid, we'll unpack agent/subagent architecture—where a primary agent acts like a project manager coordinating specialized subagents for tasks such as data processing, API calls, and integrations to promote modularity and scalability. We'll also cover Application Lifecycle Management (ALM) tailored for agents, including GitHub integration for source control and automated pipelines for reliable versioning, testing, and deployments across environments.

Rounding out the discussion, we'll address Data Loss Prevention (DLP) policies for protecting data flows, environment-specific publishing controls that limit Copilot Studio releases to vetted setups, and operational strategies to clarify ownership, reduce "shadow AI," and balance innovation with security—ensuring client confidentiality and compliance are non-negotiable. 

You'll leave with:

* Adaptable blueprints
* Templates
* Real-world tips to define standards upfront, standardize processes, and monitor over time


Perfect for IT leaders and makers evolving from low-code roots. This session demystifies AI governance, helping you accelerate adoption while mitigating risks.

DUG Meetup: Kansas City - D365, Power Platform, & AI

🤖Designing and Governing AI Agents

DUG Meetup: Kansas City - D365, Power Platform, & AI

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