Skip to main content
Community site session details

Community site session details

Session Id :

Using PVA in Dynamics 365 Sales

dian74 Profile Picture Posted by dian74 63 Most Valuable Professional

How great would it be if Dynamics 365 users would have access to a chat bot directly from a form in Dynamics 365? Think about a sales person that is working on an opportunity in Dynamics 365, and he or she has some questions that he/she wants answered while working on the opportunity, without having to navigate all over Dynamics 365? In this video I show you how to embed a power virtual agent chatbot in an opportunity form. I also show you how to build a topic in power virtual agent, how to create a flow to query the D365 Sales data base to answer questions from the sales user.

Categories:

Comments