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Extend Copilot in finance and operations apps with client actions

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Finance and Operations apps home page. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically Apr 26, 2024 Dec 2024

Business value

Makers in finance and operations apps must be able to extend and customize Copilot experiences for their application users by adding capabilities through plugins, including the natural language chat experience of Copilot for finance and operations apps. This feature enables makers to add capabilities to the sidecar chat experience in finance and operations apps that are based in the business logic of the client code. Copilot users can then enter prompts such as questions or commands that receive a response by directly invoking business logic in finance and operations apps, dramatically expanding the capabilities and customization options for Copilot, enhancing the in-app Copilot experience.

Feature details

Copilot in finance and operations apps provides generative AI capabilities in a natural language chat experience in the finance and operations client. Makers of finance and operations apps must be able to extend and customize Copilot to tailor the capabilities and experience to the needs of the organization. Extending Copilot can be done by adding client actions, which are contextual copilot operations that can be completed in the flow of a business process in the finance and operations client.

With this release, we will expand the maker's ability to customize the Copilot experience by enabling the creation of client actions that are based in finance and operations business logic and code. Copilot can respond to prompts in the in-app chat experience with actions that run finance and operations method in code to determine the response. These capabilities, in conjunction with AI actions for finance and operations, open up finance and operations business logic to be used in expanding the capabilities of Copilot in finance and operations in-app experiences.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • United States
  • Europe
  • United Kingdom
  • Canada
  • Japan
  • France

See also

Extend Copilot capabilities in finance and operations apps (docs)