Plaza 365
Plaza 365

No results found for your search

RegisterLog in

3

Visit article

Dynamics 365 ERP - Development

Category

Jul 29, 2024

Published date

Text

Article Type


AI Summary

  • 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.

Registered users can view the full text for FREE!

Sign In Now!