Integrating Dynamics 365 with a chatbot can be done by integrating with Conversation AI ChatBot. Here’s how to do it:
- Start by navigating to the 'App Settings' in your Dynamics 365 settings.
- Click 'Partner Apps' to open the available integrations.
- Search for 'ChatBot' in the available integrations list to locate the connector.
- Click on the 'Conversational AI ChatBot for D365' integration option to begin the setup process.
- Click 'Get it Now' to start the integration process.
- Click 'Get it now' to confirm the action.
- Once done, you will be directed to the Power Platform admin center and you can select an environment.
- Review the terms and conditions by checking the check box.
- Click 'Install' and your ChatBot now works seamlessly with Dynamics 365 to enhance customer engagement.
