Agent, Power Virtual Agent – Episode 7: Customer Identification Process In PVA

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This is the last episode of Agent, Power Virtual Agent series. Playlist here

This episode of Power Virtual Agents (PVA) is about how to identify and verify your customers in PVA. In Episode 5 we looked at authenticating internal users but what if we want to verify customers before providing them in any information.

We are going to achieve this with the help of a Power Automate Flow and PVA variables.

Video here:

Hope it helps!

Stay Safe.

Agent, Power Virtual Agent – Episode 6: Configuring Channels (Custom Website & Microsoft Teams)

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about how to configure channels in your PVA.

This is #thenocodeway to leverage the power platform. Following steps are required:

Custom Website

  • Go to Channels –Custom Wesbite
  • Copy embed code
  • Go to your website and paste it on the desired page

Microsoft Teams

  • Go to Channels
    • Teams
    • Generate App ID by clicking ‘add’
  • Go to admin.teams.Microsoft.com
    • Teams apps
    • Permission policies
    • Third party apps- allow
  • Go to Teams app-Create a channel if you need to
  • Go to app studio (https://aka.ms/InstallTeamsAppStudio _Install App Studio)
    • Go to manifest editor and click create a new app
    • Enter app details
    • Then go to capabilities–bots
    • Set up an existing bot uEnter App ID generated by PVA
    • Go to finish and test your bot (Either download and upload file or just install and add)

Video here:

Hope it helps!

Stay safe!

Agent, Power Virtual Agent – Episode 5: Step by Step Authentication

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about how to authenticate users in your PVA.

This is #thenocodeway to leverage the power platform. Following steps are required:

  • Go to Manage and click ‘Authentication’
  • Pre-filled and optional fields on the authentication form:
    • Service Provider
    • Scopes
  • Copy information from docs.microsoft.com for the following fields:
    • Authorisation URL query string template – ?client_id={ClientId}&response_type=code&redirect_uri={RedirectUrl}&scope={Scopes}&state={State}
    • Token URL query string template “?”
    • Refresh URL query string template “?”
    • Refresh body template -refresh_token={RefreshToken}&redirect_uri={RedirectUrl}&grant_type=refresh_token&client_id={ClientId}&client_secret={ClientSecret}
    • Scope list delimiter “,”
    • Token body template -code={Code}&grant_type=authorization_code&redirect_uri={RedirectUrl}&client_id={ClientId}&client_secret={ClientSecret}
  • Azure portal– App registration
  • Register App and get your Client ID
  • Remaining fields for authorisation configuration
    • Authorisation URL template- Overview>>Endpoints>>OAuth2.0 authorisation endpoint 2.0 (copy)
    • Token URL template-Overview>>Endpoints>>OAuth2.0 token endpoint 2.0 (copy)
    • Refresh URL template- same as token URL template
    • Scope- Your DB URL/user_impersonation

Video here:

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- Episode 4: Variables and Power Automate Actions

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about understanding ‘Variables’ and ‘Calling an Action’ using Power Automate in PVA.

This is #thenocodeway to leverage the power platform. Following is covered in the video:

Variables

Dynamics content like office location, brand names

Save responses as variables

Bot can use it in a response too

Variables are always associated to entities

Power Automate

  • Build Power Automate from within PVA as actions
  • Watch TGIF (Thank God it’s Flow!)
  • Input expression-
  • first(body(‘List_records’)?[‘value’])
  • Output expression-
  • outputs(‘Compose’)?[‘field schema name’]

Video here:

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- Episode 3: Understanding Entities

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about understanding ‘Entities’ in PVA.

This is for us #nocodemonkeys to leverage the power platform. Following is covered in the video:

  • Entities in PVA
    • To better understand a user’s intent
    • Think of it as an information unit like age, gender, shirt size, city, post code etc.
    • Prebuilt entities in PVA
    • Custom entities in PVA
  • Creating a custom entity
    • Enter name
    • List method preselected
    • Smart matching
    • Synonyms
  • Entities in a conversation
    • Identify
    • User options
  • Slot filling
    • Extracted values in an object

See you in the next episode.

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- Episode 2: Understanding Topics

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about understanding ‘Topics’ in PVA.

This is for us #nocodemonkeys to leverage the power platform. Following is covered in the video:

  • What are topics?
    • How do you want the conversation to play out is completely dependent on how you are authoring topics. This is the core of your bot.
  • Authoring Topics
    • Create a topic
    • Design the conversation path
    • Trigger phrases
    • Suggest topics
  • Nodes and it’s types
    • Show a message
    • Ask a question
    • End the conversation
    • Call an action
    • Go to another topic
  • System Fallback
    • When your bot is unable to determine the intent of the user

See you in the next episode.

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- Episode 1: Getting Started

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about how to get started?

This is going to be a short episode as Microsoft makes it easier to build chatbots for people who don’t know programming (like Python), basically for us #thenocodemonkeys. We are covering the following topics:

  • What is Power Virtual Agent?
    • Part of Power Platform
    • No code bots
    • Allows SMEs to build a bot
    • Allow bots to take actions
  • Licensing
  • Sign up
  • Navigation
    • Home
    • Topics
    • Entities
    • Analytics
    • Publish
    • Manage

Sign up free or start free for 30 days here

Download Licensing guide here

Start your journey with this episode of Agent, Power Virtual Agent.

See you in the next episode.

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- New Series

Hello DIY Fam

It’s been a while since I made my last video, 3 weeks and 3 days to be precise.

With what’s going on currently in the world, I thought it might be a good time to learn about the new member of Power Platform together. Yes, the Power Virtual Agents. New series coming soon with all new 8 episodes to get you started with PVAs.

Power Virtual Agent is super easy to make, configure and automate which makes it a super smart agent not just for us #nocodemonkeys but everyone. Remember the super smart agent Bond, James Bond yeah that’s how I thought of the name Agent, Power Virtual Agent. First episode coming up next week.

Enjoy the promo here:

Looking forward to it.

Let’s keep sharing!

Dynamics 365 Wave 1 2020 Release|Customer Service

Hi Everyone

Following topics from wave 1 2020 customer service are covered in this video:

Timelines

How to enable wave 1 update?

Customer Service

•Agent productivity enhancements to knowledge capabilities

•Configure case resolution page

•Enhancements in case routing rules

•Enhancements in queue page

•Modern email experience

•New work hour calendar in service scheduling

•Rich text notes and keyword search

•Support for site entity

•Enhancements in SLA

•Automatically create and update records

Download PDF Here from Microsoft

Video here:

Note: 11:55 in the video I missed a queue feature, screenshot below:

Another one I missed, ‘Automatic record creation’- condition builder now allows you to save and open in Power Automate; screenshot below:

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

Dynamics 365 Wave 1 2020 Release|Sales

Hi Everyone

Following topics from wave 1 2020 sales are covered in this video:

Timelines

How to enable wave 1 update?

Forecasting

•Flexible column modeling

•Support different organizational structure

•Benefit from quota management

•Advanced filtering

•Security modeling to meet business needs

•Forecast adjustments

•Responsive forecasts grid

•Edit participating records inline

•Pipeline visualization •Near real time updates

Licensing

•Sales Team Member

•Customer Service Team Member

•Project Resource Hub

Simplified Experiences

•Enhanced experience for adding products

•Easier Selection of email templates

•Manage activities with ease

•Save standardize PDF documents

•Opportunities in Kanban

Download PDF Here from Microsoft

Video here:

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!