Dynamics Community Forum Thread Details

Issues with Customization Deployment in Copilot Studio Affecting Functionality and Default Prompts

Hi,
I am currently facing an issue after adding my customization in Copilot Studio through Microsoft D365 F&O. I have added code that returns unposted journals by a specific date range (which will be provided by the user through Copilot Sidecar in the D365 F&O environment). After deploying my code, I am facing an issue where, upon opening the Copilot Sidecar, an error pops up.

Moreover, my previous customizations that worked fine before deploying are also not working. Additionally, the default prompts like "What can Copilot do?" sometimes respond with "Sorry, I don't know that one yet, but I'm always learning." Other times, they only respond after refreshing 4 to 5 times.

Is there any way to debug this via Visual Studio or through Copilot Studio?

Categories:

Development / Customization / SDK

Hi André Arnaud,
Thanks for your reply,
I implemented two classes and Action Menu Item in X++.

1 CFZUnpostedJournalsByDateRange class
2 CFZUnpostedJournal class
3 CFZUnpostedJournalsByDateRange ActionMenuItem

/// <summary>
/// The CFZUnpostedJournalsByDateRange class defines a Copilot action in Dynamics 365 Finance and Operations (D365 F&O) that
/// retrieves unposted journal data within a specified date range.
/// It allows users to view unposted journals through Copilot Studio.
/// </summary>
[DataContract]
[SysCopilotChatGlobalAction]
[SysCopilotChatActionDefinition(
'MS.PA.RA.Copilot.CFZUnpostedJournalsByDateRange', // Identifier starting with "MS.PA"
'Show unposted journals by specified Date Range', // Name for the copilot action
'Present user with unposted journals for the provided date range', // Description for the Action
menuItemActionStr(CFZUnpostedJournalsByDateRange), MenuItemType::Action)] // Secured by Menu Item
public class CFZUnpostedJournalsByDateRange extends SysCopilotChatAction
{
private TransDate startDate;
private TransDate endDate;
private List unpostedJournals;

//Input parameter that is received from Copilot Studio.
[DataMember('startDate'),
SysCopilotChatActionInputParameter('Start date for the period.', true)]
public TransDate parmStartDate(TransDate _startDate = startDate)
{
startDate = _startDate;
return startDate;
}

//Input parameter that is received from Copilot Studio.
[DataMember('endDate'),
SysCopilotChatActionInputParameter('End date for the period.', true)]
public TransDate parmEndDate(TransDate _endDate = endDate)
{
endDate = _endDate;
return endDate;
}

//Output parameter, that is received by Copilot Studio once the action is executed.
[DataMember('unpostedJournals'),
SysCopilotChatActionOutputParameter('List of unposted journals')]
public List parmUnpostedJournals(List _unpostedJournals = unpostedJournals)
{
unpostedJournals = _unpostedJournals;
return unpostedJournals;
}

/// <summary>
/// This method retrieves unposted journal data from Dynamics 365 Finance and Operations within a specified
/// date range and prepares it to be used as output in a Copilot action.
/// </summary>
/// <param name = "_actionDefinition">A parameter of type SysCopilotChatActionDefinitionAttribute, representing the definition of the action to be executed by the Copilot.</param>
/// <param name = "_executionContext">An object parameter representing the context in which the action is being executed.</param>
public void executeAction(SysCopilotChatActionDefinitionAttribute _actionDefinition, Object _executionContext)
{
LedgerJournalTable ledgerJournalTable;
LedgerJournalTrans ledgerJournalTrans;
// Fetch start and end dates from parameters
TransDate fromDate = this.parmStartDate();
TransDate toDate = this.parmEndDate();

List unpostedJournalsList = new List(Types::Class);
if (fromDate && toDate)
{
// Fetch unposted journals within the specified date range
while select *
from ledgerJournalTable
group by
ledgerJournalTable.JournalNum,
ledgerJournalTable.JournalName,
ledgerJournalTable.Name,
ledgerJournalTrans.TransDate

join ledgerJournalTrans
where ledgerJournalTable.JournalNum == ledgerJournalTrans.JournalNum
&& ledgerJournalTable.Posted == NoYes::No
&& ledgerJournalTrans.TransDate >= fromDate
&& ledgerJournalTrans.TransDate <= toDate
{
// Create a new CFZUnpostedJournal object for each record
CFZUnpostedJournal unpostedJournal = new CFZUnpostedJournal();

unpostedJournal.setCFZUnpostedJournal(
ledgerJournalTable.JournalNum,
ledgerJournalTable.JournalName,
ledgerJournalTable.Name,
ledgerJournalTrans.TransDate
);

unpostedJournalsList.addEnd(unpostedJournal);
}

// Set the list of unposted journals as output parameter
this.parmUnpostedJournals(unpostedJournalsList);
}
else
{
// Handle error if dates are not provided
error('@CFZCopilotLabels:ERRProvideDateRange');
}
}

}

/// <summary>
/// Represents an unposted journal entry with details such as journal number, name, description, and transaction date.
/// </summary>
public class CFZUnpostedJournal
{
// Data members (properties)
public str JournalNum;
public str JournalName;
public str Description;
public TransDate TransDate;

public void setCFZUnpostedJournal(str _journalNum, str _journalName, str _description, TransDate _transDate)
{
JournalNum = _journalNum;
JournalName = _journalName;
Description = _description;
TransDate = _transDate;
}
}

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