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Embedded ChatBot in #MSDyn365FO Help Pane

In this post I will share some code on how to embed a Chat bot into the Help pane in #MSDyn365FO. My full code is available on GitHub . Do share any feedback. I won’t go into detail on how to develop the Chat bot as there are a number of ways to do it.  Options available in the Microsoft world are:  Power Virtual Agent ,  QnA Maker bot   Azure Bot Service bot   The point is you might want to surface that bot in FinOps to help users with their queries or support requests. Below is what it looks like. I added a field to embed the URL in the system parameters. Once you have entered the webbot url, you will see the Chatbot tab appear in the help pane.

Build and deploy your chatbot #Dyn365FO

This post is a continuation from the last blog post. We will explore what it takes to build and deploy your bot. In the Azure Portal , create a new “Web App Bot” by searching for “bot”. Select Web App Bot and follow the wizard. Enter the required details. Make sure to change the pricing tier to the free one, if you are experimenting. It is a good idea to select your template here. There are various templates available. Question and Answer one is a good template for fast set up of your QnA maker. If you are intending to use LUIS, select the Language understanding template. It will create LUIS project and connect it up for you. In the App Settings you will all the application ids, secret keys etc to hook it all up. If you used the LUIS template, you will see the LUIS application created here. https://www.luis.ai If you used the QnA template, then you will be required to enter the QnA appkey and password. You can download the source code from the Build blade.

Build a Question and Answer Chatbot #Dyn365FO

I am going to do a series of posts on Chatbots. I have been working on (and off) it for about a year now. I will start slowly and build up on the concepts. The easiest to do is probably Microsofts QnA Maker. QnA Maker can help your create an FAQ type chatbot that has language understanding. You just provide it with a link to an FAQ site or file, it will index all the content. The user then uses natural language to ask their questions. Lets get into it. 1. Navigate to https://qnamaker.ai and sign in with your Microsoft account Accept the terms and conditions. 2. Create a new service. Give it a name and a source for the FAQ. This can be a URL or a flat file. Then click on Create button. 3. This will create a question and answer pair. 4. Lets test it out before we publish it. a) Enter your text b) Best answer it could pick up c) Improve it by adding alternative questions. For a simple greeting intent, you could say it in many ways. Eg. Hello, Hi, Hey etc.. 5. Now that you are happy and S...