Enable finance and operations links on copilot responses

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	Dec 2024	Mar 2025

Business value

As a finance and operations apps user, when you use Microsoft 365 Copilot in Teams to interact with finance and operations business data, you can directly navigate to the respective finance and operations record from copilot responses using deep links. This allows you as a user to view additional information associated with a record that you query. You'll have a link to select to directly open the record in a browser.

Feature details

This feature enables you to navigate directly to a specific record inside a finance and operations application if you want to view additional information related to that record. When you access finance and operations records through Copilot for Microsoft 365 apps, you'll be provided with a link to see the key aspects of the record using adaptive cards. In case you want to perform more actions with the record, open the record from the link provided and select the link to navigate directly to the finance and operations record allowing you to view or modify it.