Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Copilot Studio - General
Unanswered

Can we add Power virtual agent bot to Dynamics crm?

(1) ShareShare
ReportReport
Posted on by 9

Hello Experts,

 

I got a requirement to add Power virtual agent bot to CRM currently, currently configured power virtual agent to omnichannel so that customer can chat with Bot. But need to add bot in CRM so that CRM users(agents) can interact with bot. I have added bot to Iframe.

Categories:
  • Diganta Profile Picture
    on at
    Re: Can we add Power virtual agent bot to Dynamics crm?

    I have not tried adding PVA custom canvas HTML (includes JavaScript) code directly in a CRM, but please let us know if you can try. Here is the blog: https://powervirtualagents.microsoft.com/en-us/blog/change-your-power-virtual-agents-default-canvas-bot-icon-and-name/

     

    Also, see the Configure hand-off to any generic engagement hub documentation (new).

  • CU22081450-0 Profile Picture
    Most Valuable Professional on at
    Re: Can we add Power virtual agent bot to Dynamics crm?

    Hi @Vineeth09 ,

     

    I know that is possible to transfer the conversation to an agent (human) using Omnichannel, following this documentation: https://docs.microsoft.com/en-us/power-virtual-agents/configuration-hand-off-omnichannel

     

    But I don't know if is it possible to add directly to omnichannel chat. Do you know @Diganta ?

     

    ---
    If you like this reply, please give kudos. And if this solves your problem, please accept this reply as the solution.

    Thanks!
    Renato Romão
    https://www.linkedin.com/in/renatoromao/

  • Vineeth09 Profile Picture
    9 on at
    Re: Can we add Power virtual agent bot to Dynamics crm?

    Hi @renatoromao,

     

    Firstly thanks for the response.

    I have added Bot in Iframe in the main form now, but I want to add this as an omnichannel chat option, will this be possible, please advise.

    Thanks in advance.

     

    Regards,

    Vineeth

  • CU22081450-0 Profile Picture
    Most Valuable Professional on at
    Re: Can we add Power virtual agent bot to Dynamics crm?

    Hi @Vineeth09 ,

     

    You can use PCF (PowerApps Component Framework) to deploy on the Dynamics, please follow this documentation: https://www.inogic.com/blog/2020/01/how-to-add-pcf-data-set-control-in-dynamics-365-crm/

     

    And use this way to deploy PVA: Manage >> Channels >> Custom site >> Get the iframe and use inside the PCF.

     

    ---
    If you like this reply, please give kudos. And if this solves your problem, please accept this reply as the solution.

    Thanks!
    Renato Romão
    https://www.linkedin.com/in/renatoromao/

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Leaderboard > Copilot Studio - General

#1
Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 76

#2
Pablo Roldan Profile Picture

Pablo Roldan 61

#3
stampcoin Profile Picture

stampcoin 10

Overall leaderboard