How to Customise Copilot for Dynamics 365 Finance

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Posted on by Sophs@4Sight

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Good day. We are trying to customise Copilot for D365 Finance.

I am following the tutorial (Tutorial: Create AI plugins for copilots with finance and operations business logic) (https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-ai-plugins) to customise Copilot.

Part of the process is to create a class to implements the ICustomAPI. However I get an error when trying to create my Deployment Package.

"D:\a\8\NuGets\Microsoft.Dynamics.AX.Platform.CompilerPackage\DevAlm\Microsoft.Dynamics.Framework.Tools.BuildTasks.targets(85,5): Error : Fatal: dynamics://Class/ACCAICustomAPICalculateCustomerBalance(4,59) - Interface 'ICustomAPI' is not found." On investigation we found the the ICustomAPI is empty.

There is no code just the run method but that is also empty.

Do I need to replace this or what am I missing. Please can you advise.

If anyone has any other tutorial to teach us the correct way or more understandable I would greatly appreciate.

Kind regards

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Jonas "Jones&q... 5,016 Most Valuable Professional on at

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It's an interface (methods) that you need to implement in classes that implements it. It's supposed to be empty.

The tutorials are a little less confusing: Tutorial - Create AI plugins for copilots with finance and operations business logic - Finance & Operations | Dynamics 365 | Microsoft Learn

Edit: Do as Martin says. Since the compiler is on the D drive, it highly signifies that you are using a hosted agent in Azure. You need to update your pipeline. Since it's splitting again, you might have to follow this guide: Dynamics 365 F&O: 10.0.40 Service Update Split Nuget Package | Software Development & Technology (anthonyblake.github.io)

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Martin Dráb 240,521 Most Valuable Professional on at

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Interfaces don't contain code; they just describe what methods (with what parameters etc.) a class needs to have. Implementing an interface means creating a class that declares that it implements the interface. For example:
class MyAPI implements ICustomAPI

The compiler checks whether the class has all the methods defined in the interface. In your case, you must implement the run() method, otherwise your class fails to compile.

The error messages says that the interface wasn't found at all. It suggests that your code can't be compiled by the build server. If you can successfully compile it locally, check the F&O version used by the build agent. You probably have an older version there. The version must be at least 10.0.40 proactive quality update 1 (PQU-1) with platform version 7.0.7279.80.

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Sophs@4Sight 269 on at

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Good day Martin & Jonas

Thank you for the responses, it helped resolve our issue of the pipeline build error. It was in fact the F&O version used by the build agent. Once this was fixed the error did not occur.

I do however have another question regarding the tutorial mentioned (https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-ai-plugins). I was able to follow the steps up until step 2, I am able to see the class in F&O (Synchronize Dataverse Custom APIs) and view the API in dataverse. However on step 3 I am unable to add the plugin as an action on my copilot. The option for this is disabled. I am following the exact tutorial as above. Any advice on what I could be missing? Thank you in advance

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Martin Dráb 240,521 Most Valuable Professional on at

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It's great to hear that your question has been resolved. Please create a new thread for your new question; it makes it easier to follow which question is discussed and whether it has been answered. Also, please use thread titles describing the particular topic; the current one is too generic.

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