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Copilot (Sidecar) in D365 F&O - Extending it through X++

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#copilot

Dynamics 365 ERP - Development

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Jul 29, 2024

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AI Summary

  • The article discusses the Sidecar Copilot experience in Dynamics 365 Finance and Operations, which is a new feature in preview with version 10.0.40.
  • Users are encouraged to extend the Sidecar experience through X++ to build new capabilities.
  • Prerequisites for utilizing Sidecar include being on at least version 10.0.40, having Copilot for finance and operations apps installed, and ensuring Copilot is published in Copilot studio.
  • Steps for enabling Sidecar client actions through X++ include creating a new class extending SysCopilotChatAction and defining the Copilot action scope.
  • The article provides X++ code for creating a Copilot global client action for displaying sales order status.
  • Users are guided on how to set up topics and responses in Copilot studio for interacting with Sidecar.
  • A workaround for initializing Copilot chat actions manually is provided, with the expectation that this process may change in future releases.
  • The article concludes by encouraging users to explore the opportunities for extending Copilot and taking advantage of its features.

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