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Extending Dynamics 365 Customer Engagement Apps with Low Code

You're reading from   Extending Dynamics 365 Customer Engagement Apps with Low Code Create tailor-made Dynamics 365 CE apps using the powerful low-code capabilities of Power Platform

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Product type Paperback
Published in Jan 2023
Publisher Packt
ISBN-13 9781803232317
Length 342 pages
Edition 1st Edition
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Author (1):
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Nicolás Fernández Nicolás Fernández
Author Profile Icon Nicolás Fernández
Nicolás Fernández
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Table of Contents (21) Chapters Close

Preface 1. Part 1: Introduction of No-Code/Low-Code for Dynamics 365 Customer Engagement
2. Chapter 1: Dynamics 365 Customer Engagement and No-Code/Low-Code FREE CHAPTER 3. Chapter 2: Extending Dynamics 365 Customer Engagement with a No-Code/Low-Code Approach 4. Part 2: Extending Dynamics 365 Customer Engagement Applications
5. Chapter 3: Extending Dynamics 365 Customer Engagement Native Applications 6. Chapter 4: Building Applications with Dynamics 365 Customer Engagement 7. Chapter 5: Dynamics 365 Customer Engagement with Custom Embedded Applications 8. Chapter 6: Extending Your Apps with AI and Mixed Reality 9. Part 3: Building Custom Processes for Dynamics 365 Customer Engagement Applications
10. Chapter 7: Automations in Dynamics 365 Customer Engagement Apps 11. Chapter 8: Working with Data 12. Chapter 9: Integrating Artificial Intelligence into Processes 13. Part 4: No-Code/Low-Code Bots for Dynamics 365 Customer Engagement
14. Chapter 10: Customer-Facing Bots 15. Chapter 11: Enabling Bots to Users 16. Part 5: Working with Advanced Dashboards and Reports with Dynamics 365 Customer Engagement
17. Chapter 12: Reporting Dashboards with Dynamics 365 Customer Engagement Data 18. Chapter 13: Embedded Dashboards and Reports in Dynamics 365 Customer Engagement 19. Index 20. Other Books You May Enjoy

Enabling Power Virtual Agents to easily search in the knowledge base

Possibly one of the most widely implemented use cases in Dynamics 365 Customer Engagement, and its previous versions of the Dynamics CRM system, must be the use of the knowledge base for internal users.

As we saw in the previous chapter, Chapter 10, it is very quick and easy to deploy a Power Virtual Agents bot in a Dynamics 365 Customer Service chat. This chat could be deployed in an internal portal built with Power Pages, but what if we didn’t deploy any type of employee portal – how could we deliver a similar experience? Let’s look at how we could deploy this capability in another channel.

Let’s say we create a bot for users in the organization to query the Dynamics 365 Customer Engagement knowledge base.

For this, the first thing we will need to do is to create the bot itself.

Figure 11.1 – Internal bot creation wizard

The figure here shows...

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