EP2 – #QTMBA

Power Virtual Agents (PVA) is part of Microsoft’s low code Power Platform and this gives the capability of creating Intelligent chat bots. You wouldn’t require to having a data scientist helping you to build it. PVA can answer questions as well as take actions in response to the customer responses.

Isn’t that amazing if I tell you that you have the ability to create intelligent chat bots with your data in ERP system such as D365 Finance and Operations App. But you might be wondering how much effort you need to put into built this bot. It’s not difficult at all you can follow steps I have given below and create your own Intelligent chat bot with connecting D365 Finance and Operations.

One more thing to note here is that when PVA is utilizing the power of Power Automate connectors to connect with Dynamics 365 Finance and Operations.

Let’s look at an example that we want to build a chat bot which has the capability to inquire about confirmed delivery date of a sales order.

Firstly you can create new topic by pressing New topic.

Click New topic

Provide the Name , Description and then Insert your Trigger phrases

Once you have created the new topic it will be appearing under User Topics.

Click on Go to authoring canvas icon from the topics page.

You will see Trigger Phrases which you have entered in the earlier step. Then proceed to add two new questions as shown below.

Question 1 : Please provide the company code

Question 2 : Please provide your sales order number

Make sure to provide a proper variable name to identify your variable easily. In this example I have used CompanyVar and SOVar.

Next add in action to create a flow. For this you have to use Call an action option

Then click on Create a flow to create new flow.

Create a flow

Add in Inputs Company_Input and SalesOrder_Input use

Inputs from PVA
Select Dynamics 365 for Fin & Ops connector

Select the Instance and Entity Name. Then provide object id these are the inputs coming from PVA. First it should be the company code and then it has to be sales order as shown below. Make sure to provide in below format.

@{triggerBody()[‘text’]},@{triggerBody()[‘text_1’]}

Next up need to provide return value to PVA. In this scenario it will be confirmed ship date. Select the respective field accordingly and it should look like below image once completed.

Once your full flow is completed it will look like below.

Then you can continue to add it in your PVA. Select the flow and then provide the variables as shown below. Also need to add the response message as shown below.

Once completed this step you can add End of Conversation or you can continue to add more scenarios using other options available. I have few more scenarios which I used to built this bot and I will cover in next set of blogs so please stay tuned. 😊

Once you added the End of Conversation then you can start on testing your bot.

You can proceed to publish the bot and then use a Demo website to check your bot.

Below is the quick video walk through of this blog post.

Have fun with creating Intelligent chat bots using PVA with D365 SCM. 😊

4 thoughts on “Power Virtual Agents with D365 SCM

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