Using PVA in D365 Sales – YouTube

Using PVA in D365 Sales

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.

01:13 Demo
04:00 Create Power Virtual Agent Topic
06:03 Create Power Automate Flow
17:28 Call flow from Power Virtual Agent topic
20:17 Add Power Virtual Agent to Opportunity form

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Music: https://www.bensound.com

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.

01:13 Demo
04:00 Create Power Virtual Agent Topic
06:03 Create Power Automate Flow
17:28 Call flow from Power Virtual Agent topic
20:17 Add Power Virtual Agent to Opportunity form

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Music: https://www.bensound.com

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