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Vineeth09
New Member

Can we add Power virtual agent bot to Dynamics crm?

Hello Experts,

 

I got a requirement to add Power virtual agent bot to CRM currently, currently configured power virtual agent to omnichannel so that customer can chat with Bot. But need to add bot in CRM so that CRM users(agents) can interact with bot. I have added bot to Iframe.

4 REPLIES 4
renatoromao
Super User
Super User

Hi @Vineeth09 ,

 

You can use PCF (PowerApps Component Framework) to deploy on the Dynamics, please follow this documentation: https://www.inogic.com/blog/2020/01/how-to-add-pcf-data-set-control-in-dynamics-365-crm/

 

And use this way to deploy PVA: Manage >> Channels >> Custom site >> Get the iframe and use inside the PCF.

 

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Renato Romão
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Renato Romão,

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Power Virtual Agents course (+2.300 students | PROMOTIONS) : English | Português

Hi @renatoromao,

 

Firstly thanks for the response.

I have added Bot in Iframe in the main form now, but I want to add this as an omnichannel chat option, will this be possible, please advise.

Thanks in advance.

 

Regards,

Vineeth

Hi @Vineeth09 ,

 

I know that is possible to transfer the conversation to an agent (human) using Omnichannel, following this documentation: https://docs.microsoft.com/en-us/power-virtual-agents/configuration-hand-off-omnichannel

 

But I don't know if is it possible to add directly to omnichannel chat. Do you know @Diganta ?

 

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If you like this reply, please give kudos. And if this solves your problem, please accept this reply as the solution.

Thanks!
Renato Romão
https://www.linkedin.com/in/renatoromao/


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+2.300 students | PROMOTIONS) : English | Português

I have not tried adding PVA custom canvas HTML (includes JavaScript) code directly in a CRM, but please let us know if you can try. Here is the blog: https://powervirtualagents.microsoft.com/en-us/blog/change-your-power-virtual-agents-default-canvas-...

 

Also, see the Configure hand-off to any generic engagement hub documentation (new).

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