D365 Copilot Toolbox

A community-driven framework for enabling multi-agent workflows in Dynamics 365 Finance & Operations. This repository provides solutions, examples, and integrations that bring AI agents into D365 F&O to enhance business processes and user productivity.

By the community, for the community!

Inspired by the D365FOAdminToolkit project. Initial idea by Lone Gru (lone.gru@arineo.com)

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Overview

The D365 Copilot Toolbox is designed to enable multi-agent workflows within D365 Finance & Operations. The project includes multiple solutions and examples that demonstrate how to integrate AI agents into ERP business processes.

Core Solution: Copilot Studio Agent Integration

The primary solution provides a ready-to-use, performant and light-weight extensible control (COTXCopilotHostControl) that embeds Microsoft Copilot Studio agents directly inside any D365 F&O form — either as a global side panel or as a local tab embedded on a specific form. The control handles:

• MSAL.js browser-side authentication — runs the agents in the context of users, with the security model from Copilot Studio (MSAL v5 with locally bundled libraries)
• Copilot Studio Agent SDK — modern M365 Agent SDK implementation (@microsoft/agents-copilotstudio-client), that allows for seamless integration to Copilot Studio
• Multiple conversation tabs — open up to 8 parallel chat sessions per control, with add, close, rename, and restart support
• Automatic ERP context injection — legal entity, current form, record, navigation info sent as channel data
• Tool call visualization — optional Adaptive Card display of agent tool execution, and reasoning/thought
• Event-driven responses — X++ delegates let form code react to agent replies - Usage as the control as a Copilot proxy
• Application Area Routing — Configure separate agents per business area (Sales, Inventory, Finance, etc.)
• Extensible Architecture — Add new agents and application areas without modifying core code
• Supply-chain safe — all vendor JavaScript libraries are bundled locally as AxResources, not loaded from external CDNs at runtime

Current Solutions

This repository currently includes:

1. Copilot Studio Agent Integration — The core framework for embedding Microsoft Copilot Studio agents into D365 F&O forms (detailed above)
2. SalesTable Example — Reference implementation showing agent integration on the Sales Order form

Future Solutions & Examples

The project is designed to grow with contributions from the community. Future solutions may include:

• Agent orchestration patterns for complex workflows
• Pre-built agents for common ERP tasks
• Integration with other AI services and platforms
• Industry-specific agent templates

Quick Start

See the Getting Started Guide for prerequisites, installation, and initial configuration.

Documentation

Document	Description
Getting Started	Prerequisites, installation, and first-time setup
Architecture	Technical design, control lifecycle, and data flow
Configuration	Agent parameter setup, Entra ID, Copilot Studio connection
Extending	Adding agents to custom forms, new application areas, handling responses
Security	Roles, duties, privileges, and Entra ID app registration
Contributing	How to contribute, coding standards, and PR guidelines
Changelog	Version history and release notes

Project Structure

D365CopilotToolbox/
├── Metadata/
│   ├── CopilotToolbox/              # Main model (module: CopilotToolbox)
│   └── CopilotToolboxExamples/      # Example model (module: CopilotToolboxExamples)
├── Project/
│   ├── CopilotAgentHost/            # VS project for main model
│   └── CopilotHostExamples/         # VS project for examples model
├── Scripts/
│   ├── RegisterSymbolicLinks.ps1    # Create symlinks for local development
│   ├── UnregisterSymbolicLinks.ps1  # Remove symlinks
│   ├── Update-VendorLibs.ps1        # Download/update vendor JS libraries
│   └── vendor-libs.json             # Vendor library manifest (packages, versions)
├── Templates/                       # (Reserved for future templates)
├── .github/                         # CI/CD workflows (build + vendor lib updates)
└── .FSC-PS/                         # FSC-PS configuration

Models

The repository is organized into models that contain different solutions and examples:

Model	Module	Description	Dependencies
Copilot Toolbox	CopilotToolbox	Core framework for Copilot Studio agent integration — control, tables, security, resources	ApplicationFoundation, ApplicationPlatform, ApplicationSuite
Copilot Toolbox Examples	CopilotToolboxExamples	Example implementations and reference patterns (currently includes SalesTable integration)	ApplicationPlatform, ApplicationSuite, CopilotToolbox

Additional models for future solutions will be added as the project grows.

Contact & Contribution

Want to contribute? We'd LOVE to have you! See the Contributing Guide for details.

There are several ways to contribute:

• Add new features
• Report bugs
• Request new features
• Documentation

Feel free to reach out to copilot@erpilots.com for any questions or feature suggestions.

Legal

This project is licensed under the MIT License.

All features are provided as-is, without support or warranty of any kind.

Build

The GitHub build action is based on FSC-PS for GitHub.

Target version: 10.0.45 GA