Access runtime values from the active form from Copilot Chat

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Posted on by Diego Mancassola

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Hi everyone,

I’m currently working with Copilot Chat in Dynamics 365 Finance & Operations and trying to understand whether there’s a reliable way to access runtime values from the active form (e.g., values of controls) directly from a Copilot chat interaction. For example these forms values:

I've read some documentation and i read some "actions", but not clear if it's possible to read/write data of form controls?

On documentation the is that: For example, through client plugins, Copilot in finance and operations apps can be extended to let users enter natural language prompts in Copilot to perform application actions, fill in form values, or ask questions that require calculations and business logic from the application. https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-client-plugins#form-actions

Any one has a similar experience?

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Dynamics 365 Finance

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