Create smart assist solutions in Omnichannel for Dynamics 365 Customer Service

Intermediate
Functional Consultant
Business User
Dynamics 365
Customer Service

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio following significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots may refer to Power Virtual Agents while we update documentation and training content.

Do you want to build custom bots and plug them into environments to provide relevant recommendations to agents? This module teaches you how to create adaptive cards and custom bots and how to enable the Productivity pane.

Learning objectives

In this module, you will:

  • Write adaptive cards that render content for a smart assist bot.
  • Build a smart assist bot.
  • Create a bot user.
  • Add a smart assist bot to a workstream.
  • Enable the Productivity pane.

Prerequisites

To use smart assist, you must deploy the Dynamics 365 Productivity Tools solution in your environment. You can download it free from Microsoft AppSource.