How to fetch data from Dynamics 365 CRM online from Power Virtual Agent?

 

To fetch data from Dynamics 365 CRM online in Power Virtual Agent, you can follow these steps:

1. Connect your Power Virtual Agent to your Dynamics 365 CRM online instance using the Dynamics 365 connector. To do this, navigate to the "Connections" tab in the left-hand menu of the Power Virtual Agent authoring canvas, and click the "New connection" button. Select the "Dynamics 365" connector, and follow the prompts to enter your CRM instance URL and credentials.

2. Once you've established a connection, you can use the "Get records" action in Power Virtual Agent to retrieve data from your CRM instance. To use this action, drag it from the "Data" category of the "Actions" panel onto the canvas, and configure the action to specify the entity you want to retrieve records from, as well as any filters or sorting options you need.

3. Once you've retrieved the data, you can use the "Send a message" action to display the data in your bot's conversation flow. To do this, drag the "Send a message" action onto the canvas, and configure the action to include the data you retrieved in the previous step. You can use variables and expressions to format the data as needed.

4. Finally, you can test your bot to ensure that it is properly retrieving and displaying data from your CRM instance. You can do this by clicking the "Test bot" button in the upper right-hand corner of the authoring canvas, and then engaging your bot in a conversation in the test window that appears.