Creating an AtBot ChatBot connected to Dynamics 365

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Dynamics Companions BARE BONES CONFIGURATION GUIDES

TABLE OF CONTENTS

CONFIGURING ATBOT

Building a LUIS language model ................................................................... 3 MODULE 1: CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365 Logging into LUIS ................................................................................... 4 Creating a LUIS Application ................................................................... 7 Creating a LUIS Intent .......................................................................... 13

CONFIGURATION BLUEPRINT

Building an Utterance library............................................................... 18 Creating an Entity ................................................................................ 25 Associating Entities with Utterances ................................................... 29 Training your LUIS Application ............................................................ 34

CONFIGURING ATBOT

Testing your LUIS Application .............................................................. 38 Publishing your LUIS Application ......................................................... 44 Review ................................................................................................. 50

CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating an AtBot ....................................................................................... 51 Logging into AtBot ............................................................................... 52 Adding Users to AtBot ......................................................................... 56 Creating an AtBot ................................................................................ 63 Creating a new Azure Dashboard ........................................................ 71

Although Internet Explorer and Edge are great browsers, Chrome does have one feature that is really useful for us when we are demonstrating Dynamics 365. Chrome will allow us to have multiple personas up and running within different browser sessions and they keep all of their session information separate. So if we are trying to show how multiple people work through a scenario, we can have them up and running at the same time without having to resort to multiple in private sessions and also multiple browser types to keep the people in check.

Creating an Azure Bot Channel ............................................................ 76 Registering a Direct Line Bot Channel ............................................... 100 Linking the AtBot with the Bot Channel ............................................ 105 Linking the LUIS Intent with the AtBot .............................................. 108 Configuring Intent Vector Entities ..................................................... 118 Creating an AtBot Skill Category........................................................ 126 Adding the Skill Category to the AtBot .............................................. 132 Review ............................................................................................... 137 Creating the AtBot Conversation Flow ..................................................... 138 Creating the AtBot Conversation Flow .............................................. 139 Adding the Skill to the Category ........................................................ 161 Testing the AtBot Conversation......................................................... 167 Extending the Conversation to show data from Dynamics 365 ........ 174

So even though it pains me to say it, it might be a good idea to use Chrome just for this reason.

Review ............................................................................................... 214 Integrating the Bot With Teams ............................................................... 215 Registering the Teams Channel ......................................................... 216 Using the Bot within Teams............................................................... 222 Review ............................................................................................... 230 Conclusion ................................................................................................ 231

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