Extend Copilot capabilities in finance and operations apps with client plugins

#copilot

Dynamics 365 ERP - Development

Copilot in Finance and Operations provides AI-powered assistance through a side chat for guidance, answering questions, and automating operations.
The ability to extend Copilot in finance and operations apps with client plugins is available in version 10.0.40 and later.
Copilot chat interface in finance and operations apps uses AI Copilot control, embedded in the client in the SysCopilotChatPanel form.
Copilot studio works in Dyn365Fo apps by analyzing user queries, determining plugins to execute, and delivering results in natural language.
Extending Copilot capabilities can be done through client plugins that invoke client code and enhance functionality and business logic.
To create a client plugin, developers must create a class in X++ that extends SysCopilotChatAction class and define action types, input/output parameters, and execution methods.
The plugin process involves user queries in Copilot chat panel, sent to Copilot studio, which determines the plugin to invoke and executes the X++ method.
This article provides an introduction to creating client plugins for Copilot to extend its capabilities in finance and operations apps.

Registered users can view the full text for FREE!