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Community Summit NA 2025

Extending Copilot in F&O with X++ and Copilot Studio

Copilot Studio learning paths

  • Create agents in Microsoft Copilot Studio
  • Create and publish agents with Microsoft Copilot Studio

X++ extensibility

  • Copilot Studio F&O Extensibility series
  • Create client plugins for Copilot in finance and operations apps
  • Create AI tools with finance and operations business logic (preview)
  • Use Model Context Protocol for finance and operations apps

Session resources

  • X++ client plugin and AI tool
  • Session slides

Dynamics 365 F&O Unified Experience: an intro to modern development and ALM

Administration

  • Overview of unified admin experience for finance and operations apps
  • Administration for partners and systems implementers
  • Tutorial: Provision a new environment with an ERP-based template
  • Tutorial: Copy a Lifecycle Services environment to a unified environment
  • Tutorial: Perform a transaction-less copy between environments

Development

  • Unified developer experience for finance and operations apps
  • Debug code in UDE
  • Request credentials to access D365 finance and operations product database
  • Continuous integration and deployment
  • Execute unit tests in Azure Pipelines

ALM

  • Unified Experience ALM guide

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