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Embed Copilot Studio agents in D365FO

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Posted on by CuriousMind

I have a custom agent built in Copilot Studio. What options are recommended to embed this agent in D365FO?
For example, to trigger this agent in a side chat pane when a button is clicked on a form.

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Dynamics 365 Finance

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11manish 962 on at

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For your scenario—opening the agent in a side chat pane when a button is clicked on a form—the most practical and commonly implemented solution is:
Copilot Studio Agent → Custom Website Channel → Embedded Web Chat in a D365FO Side Pane, with the current form context passed to the agent when the pane opens.
This gives you a responsive user experience, supports contextual conversations, and requires the least amount of custom infrastructure while remaining aligned with Microsoft's supported integration patterns.

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CuriousMind 62 on at

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Hi11manish,

Thank you for the response. Is there some documentation around how this can be accomplished: Copilot Studio Agent → Custom Website Channel → Embedded Web Chat in a D365FO Side Pane, with the current form context passed to the agent when the pane opens?

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Aymen CHELBI 644 Super User 2026 Season 1 on at

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Hello,

You can expose your agent as a topic attached to the native F&O Copilot agent, triggered via the sidecar. The user opens the sidecar from any F&O screen and types their request : your agent takes over through its dedicated topic, seamlessly handling the conversation within the native Copilot experience.

Best regards,

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