Chatbot to return Date value from CRM

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Posted on by Radoslavov

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Hi Guys,

I have a very simple scenario that I'm trying to create. I want to create a chat bot that returns from Dynamics CRM the expiration date of subscription.

I'm imagining the bot should be very simple (just as a concept) and will ask the customer only for Subscription Number (string)

The WF logic is something like this:

But I need help with to set Flow to search in CRM for the Customer's input (Subscription number)

I'm not sure if i the configuration is correct .

Subscription number field schema name in CRM is new_subscriptionnumber

I must return to the bot Expiration Date of the Subscription.

Let me know if there is anything unclear.

Best Regards

Kiril

Categories:

Calling actions from Copilot Studio

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MarKol on at

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JSON does not support Date or Timestamp variable types, so you would need to convert your Date variable to a String in your flow and pass it to PVA bot as a String to display in a Dialog.

There is a string (value) conversion function under Expression in flow that will cast your Date or Timestamp to a String, if this is needed. See example below on how to return Date or a Timestamp as a String in a flow:

In PVA, the date shows up as a String and can be displayed to the user:

Hope this helps.

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Ashish2012 478 on at

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JSON does not support in PVA, SO you need to use Power Automate.

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