Now we’ve got our bot sending out notifications, we want to be able to handle a reply from the user and add it back into D365 as a new post. The adaptive card notification lets the user reply via an embedded form. This makes it nice and neat. When the Continue Reading
Dynamic Form Selection
Occasionally we might have an entity with multiple “types” of some sort, and each type needs a different form to show the details. Luckily we have the formSelector API to do this. Taking a simple example where the name of the form to show is stored directly in an attribute Continue Reading
Creating a bot pt. 7 – Adaptive Cards
Now I’ve got my bot sending notifications to Teams, but the display of the messages left something to be desired. This is where Adaptive Cards comes in.
Creating a bot pt. 6 – Posts to Users
Now we’ve got a notification when a new post is added, we need to figure out who to notify about it. This is the process I’ve come up with:
Creating a bot pt. 5 – Getting notifications from D365
Now we’ve got the infrastructure sorted for the bot talking to Teams and getting it installed for users, we need to start letting it know when something interesting happens in D365 so the bot can send messages out to users. Enter the WebHook.
Creating a bot pt. 3 – Adding Users
Last time I proved I could send a proactive message to myself, but I needed my user ID that I could only get after I’d started a conversation with the bot. For my real-life scenario I need to be able to push notifications to users that haven’t interacted with my Continue Reading
Creating a bot pt. 4 – Installing for Users
Last time we managed to get everything we need to push messages to a user by having them install our app in Teams, but to make this really seamless it would be better to push the app out to users automatically.
Creating a bot pt. 2 – Proactive Messages
The key thing I want to do with my bot is to push messages out to users when something happens in D365, not just in response to the user sending a message to the bot. This was the part I was unsure of, but a bit of searching gives me Continue Reading
Creating a bot pt. 1 – Getting Started
Before I make any progress with the real logic of my new bot, I need to get the basics set up. I first need to create a simple bot and be able to interact with it from Teams. This is where the whole Azure Bot Framework really shines – I Continue Reading
My first bot – D365 Notifications
At Data8 we’ve successfully used posts on CRM records for some time to share updates. The problem was that people didn’t know when someone had written a post, so they would resort to email instead.