Summary

Completed

In this lab, you learned how to set up Microsoft Azure AI Health Bot, Omnichannel for Dynamics 365 Customer Service, and Power Apps Customer self-service portal. You also learned how to integrate these apps together to build an end-to-end scenario that addressed the following steps:

  • Installation and setup of Azure AI Health Bot, including:

    • Installation of Azure AI Health Bot from Azure Market Place and creation of a new health bot instance.

    • Obtaining an Azure AI Health Bot ID and updating the settings to enable the bridge connection to integrate Azure AI Health Bot with Omnichannel for Dynamics 365 Customer Service.

  • Dynamics 365 for Customer Service and Omnichannel configuration for Azure AI Health Bot, which included:

    • Obtaining a client ID from Microsoft Entra ID Application registration.

    • Creating a Dynamics 365 application User with the Microsoft Entra ID app and adding the required security roles.

    • Creating Omnichannel for Customer Service context variables, routing rules, and queues for the bot and agent.

  • Power Apps Customer self-service portal configuration and embedding of Azure AI Health Bot, which included setting up the Omnichannel for Live Agent chat widget in Portal Management.

  • Creation of custom scenarios for Azure AI Health Bot and experiencing an end-to-end escalation, which included:

    • Creating a custom scenario to refill medication or escalate to a live agent.

    • Creating a welcome scenario with a single step to initiate another scenario.

    • Experiencing the escalation from the Power Apps portal to Customer Service Workspace.