Microsoft Dynamics 365 Business Central (Part 23)

Customer Copilot

By Microsoft, Public Domain

Customer Copilot

I created a Business Central extension that allows Business Central users to "chat to" Customers.

I used the Global Variable and Generative AI features in Copilot studio.

The same approach could be used to allow users to chat to other Business Central entities

I created a new Copilot

I called the Copilot "Customer Copilot"

I watched the animation

I created a Copilot Studio Topic

I named the Topic "Parameter Config"

I used the "Set a variable value" action

I created a "Customer_Name" Global variable that could be set by an external source (Business Central in this case)

I created a "Customer_City" Global variable

I created a "Customer_No" Global variable

I created a "Customer_Blocked" Global variable

I updated the "Conversation Start" Topic

I used the {x} button to insert Global variable values into the Conversation Start action's text

I saved the Topic

I navigated to the Generative AI tab and enabled the "Boost conversational coverage with generative answers" feature

The Conversational boosting Topic was added

In the Conversational booking Topic I created a Custom Data variable

I updated the "create generative answers" action's Data sources property

The Custom data datasource was set to the CustomData variable

I published the Copilot

I created a Business Central extension that connected to the Copilot

CustomerCopilotExtension.al
CustomerCopilotFunctions.js
CustomerCopilotStyles.css

I was able to "chat to" School of Fine Art

I was able to "chat to" Alpine Ski House

I was able to "chat to" Adatum Corporation

References

Dynamically change content for Generative Answers with PowerFX

Pass Parameters to Copilot Studio Bot from Calling Site