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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to Customise Copil...
Finance | Project Operations, Human Resources, ...
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How to Customise Copilot for Dynamics 365 Finance

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Posted on by Sophs@4Sight 211
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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  • Martin Dráb Profile Picture
    Martin Dráb 235,914 Most Valuable Professional on at
    How to Customise Copilot for Dynamics 365 Finance
    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.
  • Sophs@4Sight Profile Picture
    Sophs@4Sight 211 on at
    How to Customise Copilot for Dynamics 365 Finance
    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
  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 235,914 Most Valuable Professional on at
    How to Customise Copilot for Dynamics 365 Finance
    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.
  • Suggested answer
    Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 4,798 Super User 2025 Season 2 on at
    How to Customise Copilot for Dynamics 365 Finance
    It's an interface (methods) that you need to implement in classes that implements it. It's supposed to be empty.
     

    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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