Creating a customer record in D365F&O utilizing the Chatbot.

Dynamics 365 ERP - Development

Chatbots are computer programs designed to simulate conversation with human users, often powered by AI algorithms.
In a business scenario, a new user without prior knowledge of Dynamics 365 Finance aims to create customer records using available resources.
Steps include logging into Web.Powerva.microsoft.com, creating topics, crafting questions for the chatbot, and connecting with D365FO.
The process involves calling Power Automate functions from Power Virtual Agent, providing input values, initializing values, and saving the flow.
After completing the Power Automate flow and publishing the Power Virtual Agent, testing the chatbot by creating a customer record is essential.
During the test, the chatbot prompts for customer group, account, and name, leading to the successful creation of a customer record.
Only mandatory fields are required for record creation, but additional fields can be filled out as needed.
The process concludes with a message confirming the successful creation of the customer record in D365FO.

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