Manage copilot actions for finance and operations apps

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

Important

This content is archived and is not being updated. For the latest documentation, go to Microsoft Dataverse documentation. 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
Users by admins, makers, or analysts Jul 15, 2024 Jan 2025

Business value

Create copilot actions for finance and operations apps in X++ code and they can be made configurable and available in Microsoft Copilot Studio.

Feature details

As a finance and operations apps developer, you can create Copilot actions in X++ code and make them available and configurable in Copilot Studio and consume them in different copilot apps.

This feature helps developers of finance and operations apps to wrap, create, update, and delete functions of finance and operations as Copilot actions using X++ code. These copilot actions will start appearing in Copilot Studio for non-Microsoft app consumption and extensions. These actions can be published to copilots and invoked through copilots using Generative AI capabilities.

See also

Create client plugins for Copilot in finance and operations apps (docs)