Extend Copilot in finance and operations apps with client actions

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	Sep 2025

Business value

Makers in finance and operations apps can extend and customize Copilot experiences for their application users by adding capabilities through plugins. This capability includes the natural language chat experience of Copilot for finance and operations apps. With this feature, makers can add capabilities to the sidecar chat experience in finance and operations apps that are based on the business logic of the client code. Copilot users enter prompts such as questions or commands and receive a response by directly invoking business logic in finance and operations apps. This capability dramatically expands 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 can extend and customize Copilot to tailor the capabilities and experience to the needs of the organization. You extend Copilot by adding client actions, which are contextual copilot operations that you complete in the flow of a business process in the finance and operations client.

With this release, you can customize the Copilot experience by creating client actions that use finance and operations business logic and code. Copilot responds to prompts in the in-app chat experience with actions that run finance and operations methods in code to determine the response. These capabilities, together with AI actions for finance and operations, enable 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 is releasing into the following Microsoft Azure geographic areas:

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

Additional resources

Extend Copilot capabilities in finance and operations apps (docs)