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Extending D365 ERP Copilot with Copilot Studio

Foto del escritor: Ana Inés Urrutia Ana Inés Urrutia

One of the relevant things of the new Agents within existing products - in this case Dynamics 365 Human Resources, is the chance to extend them. They might be somehow limited for your needs. Luckily we are able to extend these Agents with Copilot Studio. There is a really simple example - but it helps to illustrate the goal of the article.


In the following screens I will guide you on how to extend the existing Copilot in Finance and Operations very simply.


Log into Dynamics 365 Finance and Operations, open Copilot and ask a question. This is just a extra-simple test.


Dynamics 365 Finance and Operations - Dashboard and Copilot
Dynamics 365 Finance and Operations - Dashboard and Copilot

Once you get the test done, head into your preferred Power Platform space, I choose Power Apps. Go to Solutions and then search Copilot for Finance and Operations Apps.


Power Apps - Solutions
Power Apps - Solutions

Once the solution is open you will see the components. Select the one under Agent.


Copilot in Finance and Operations - Solution
Copilot in Finance and Operations - Solution

When selected, Copilot Studio will open directly into the Copilot in Finance and Operations. Select Topics.


Copilot in Finance and Operations - Agent
Copilot in Finance and Operations - Agent

Select + Add a topic > From blank.


Copilot in Finance and Operations - Topics
Copilot in Finance and Operations - Topics

In the trigger box add a phrase to start the Copilot for this particular case.


Copilot in Finance and Operations - New topic
Copilot in Finance and Operations - New topic

After the trigger, add 'Send message' and add some text + a formula. In this case it's DateTimeValue(Now()).


Copilot in Finance and Operations - New topic II
Copilot in Finance and Operations - New topic II

Feel free to test the Copilot in the panel on the right.


Copilot in Finance and Operations - New topic test
Copilot in Finance and Operations - New topic test

Beware that before publishing a 'risk check' is prompted and mitigations need to be addressed. As you can see below there is a risk with the access of the Agent. Let's fix it.


Copilot in Finance and Operations - Risk mitigation
Copilot in Finance and Operations - Risk mitigation

See below the risks. I amended them and now we can continue to Publish.


Copilot in Finance and Operations - Risk mitigation II
Copilot in Finance and Operations - Risk mitigation II

All good now!


Copilot in Finance and Operations - Risk mitigation III
Copilot in Finance and Operations - Risk mitigation III

Agent is almost ready.


Copilot in Finance and Operations - Publish Agent
Copilot in Finance and Operations - Publish Agent

Let's test it out. As you can see it works!


Copilot in Finance and Operations - Published Agent
Copilot in Finance and Operations - Published Agent
 


This one was a real simple case, but what if we want to add something a little bit more relevant? Something beyond just the day or time? We can add a policy into our knowledge sources within Copilot that can be published into D365HR Copilot.


Let's try this:


Copilot in Finance and Operations - Knowledge
Copilot in Finance and Operations - Knowledge

I added a knowledge source with the Leave and Absence policy.


Copilot in Finance and Operations - Knowledge II
Copilot in Finance and Operations - Knowledge II

Knowledge has been added, now is time to test :)


Copilot in Finance and Operations - Knowledge III
Copilot in Finance and Operations - Knowledge III

After publishing the agent with the new knowledge source we can ask company-specific questions and get answers to better assess or manage the processes behind Dynamics 365. See some examples below:


Exhibit 1: Vacation days


Copilot in Finance and Operations: vacation days
Copilot in Finance and Operations: vacation days

Exhibit 2: Carryover rules


Copilot in Finance and Operations: carryover rule
Copilot in Finance and Operations: carryover rule

Exhibit 3: Leave types


Copilot in Finance and Operations: leave types
Copilot in Finance and Operations: leave types

Exhibit 4: use-it-or-lose-it policy


Copilot in Finance and Operations: use-it-or-lose-it
Copilot in Finance and Operations: use-it-or-lose-it
 

In case you want to check more resources:

 
 
 

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® 2025, by Ana Inés Urrutia de Souza

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