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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 |
|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
Jul 15, 2024 |
Sep 2025 |
Business value
Makers in finance and operations apps need to extend and customize Copilot experiences for their application users by adding capabilities through plugins. This need includes both Copilot for finance and operations apps, which provides the in-app Copilot with a natural language chat experience, and other Copilot experiences across the Microsoft ecosystem, like Copilot for Microsoft 365 and custom copilots.
This feature enables makers to create AI plugins based on the business logic of finance and operations apps for both in-app prompts or actions that users can use in any Copilot experience. These capabilities use the business logic of the application without requiring any specific application context or user interface. With this feature, Copilot users can ask questions in Copilot that the system answers by directly invoking business logic in finance and operations apps. This approach dramatically expands the capabilities and customization options for Copilot.
Feature details
Copilot in finance and operations apps gives you generative AI capabilities through a natural language chat experience in the finance and operations client. Makers of finance and operations apps can extend and customize Copilot to tailor the capabilities and experience to their organization's needs. You extend Copilot by creating AI plugins that add the capabilities you need.
With this release, makers can customize the Copilot experience by creating AI plugins that use finance and operations business logic and code. Copilot responds to prompts with plugins that run finance and operations methods in code to find the answer or action. These plugins use headless actions that don't need a specific context in the finance and operations client. Register these actions in the Dataverse plugin registry to make them available in any Copilot connected to the registry, such as Copilot for Microsoft 365, other Copilot experiences for Dynamics 365 applications, or custom copilots.
These capabilities let you use finance and operations business logic to expand what Copilot can do in finance and operations in-app experiences and across your Copilot ecosystem.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Additional resources
Extend Copilot capabilities in finance and operations apps (docs)