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Finance | Project Operations, Human Resources, ...
Suggested Answer

Saving Conversation Context in Copilot Studio for D365 F&O Sidecar

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Posted on by 85
Hi,

I'm working with Copilot Studio in Dynamics 365 Finance and Operations (D365 F&O) and need to know if there's a way to save and utilize the context of a conversation between different prompts. Specifically, I'm looking to understand if it's possible to retain context in the Copilot Sidecar so that information from previous interactions can be referenced or used in subsequent questions or prompts. My goal is to have a system where, similar to how GPT models maintain conversation context, the Copilot Sidecar can recognize and use context from earlier queries to provide more relevant responses.

Any guidance or best practices for managing conversation context in this scenario would be greatly appreciated!

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  • Suggested answer
    Czeslawa Langowska Profile Picture
    on at
    There is a documentation regarding the application context with Copilot: Use application context with Copilot - Finance & Operations | Dynamics 365 | Microsoft Learn
    The other option would be using Copilot Entities, Slot filling best practices - Microsoft Copilot Studio | Microsoft Learn
     
    But it all is much more limited to what we can see in ChatGPT
  • H.Hassan Profile Picture
    85 on at
    Hi Czeslawa Langowska,

    Thanks for your response.
    I will look into your suggested approaches for managing context.

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