Custom Copilot Studio Agents in D365FO

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Posted on by CuriousMind

Is there useful documentation around how we can integrate custom Copilot Studio agents in D365FO and use these agents within D365FO?

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Autonomous agents

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11manish 3,333 on at

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Yes, there is extensive official documentation detailing how to build, integrate, and deploy custom Copilot Studio agents within Dynamics 365 Finance and Operations (D365F&O)

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/build-agent-mcp

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations

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Vish WR 3,748 on at

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@CuriousMind

There are official documentation detailing how to build, integrate, and deploy custom Copilot Studio agents within (D365F&O)

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations

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Vish WR 3,748 on at

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@11manish

did not see your reply :)

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André Arnaud de Cal... 679 on at

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Hi CuriousMind,

Your question is pretty broad. Can you clarify what exactly you want to achieve? Do you want to extend the sidecar features, extend the agent feed, create an autonomous agent, or something else?

At least you can start reading on Microsoft Learn. I will share some more landing pages from where you can read more details.

Immersive Home overview - Finance & Operations | Dynamics 365 | Microsoft Learn

Enable Copilot capabilities in finance and operations apps - Finance & Operations | Dynamics 365 | Microsoft Learn

Extend Copilot in finance and operations apps - Finance & Operations | Dynamics 365 | Microsoft Learn

Use Copilot Cowork with Dynamics 365 ERP - Finance & Operations | Dynamics 365 | Microsoft Learn

There are many more pages to explore. If you have a specific requirement, we can guide you which solution direction to take.

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Valantis 6,735 on at

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Hi @CuriousMind,

feel free to describe what are you looking to do to give you more specific answer if you like.

Best regards,

Valantis

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