Introduction to Microsoft Bot Framework, how Bot framework can help you, concepts behind the framework, how the framework works and uses cases for connecting bot framework to Dynamics 365

1. Microsoft Dynamics 365 User Group
Welcome!
Meeting will begin shortly.

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Agenda
8:00 – 8:30 Registration and Networking
8:30 – 8:35 Welcome & House Keeping
8:35 – 8:40 Microsoft Notice Board
8:40 – 9:10 The Main Show – Intro to Bot Framework
9:15 – 9:25 ISV & Customer Voice
9:25 – 9:30 Open Mic: General Q&A

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Your User Group Committee
Andrew
Ly
Chairman,
President
Sam
Fernando
Customer Voice &
ISV Manager
Brock
Sperryn
Membership
Manager
Jonathon De
Conno
Photo
Manager
Neeraj
Kapoor
Just 1 Tip
Manager
Marcus
d'Assumpcao
Microsoft
Representative

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House Keeping
• In case of evacuation:​
• Alert Alarm (beep beep - warning
sound)
• Evacuation Alarm (whoop whoop –
faster sound, keeps going)
• The lifts are not used at the time of an
evacuation. (The lifts will be shut off
and controlled by Emergency Service
team)

5. Microsoft Dynamics 365 User Group
Evacuation Point

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Notice Board
Marcus D’Assumpcao
Microsoft Corporate Account Manager

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Main Show
Introduction to Bot Framework
Sam Fernando (Senior Dynamics Solutions Architect)-SMS M&T

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Agenda
• What’s a bot?
• The “framework”
• Bots + Dynamics 365
• Channels
• Smart bots
• Hosting
• Tools of the trade

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What is a Bot?
“a device or piece of software that can execute commands, reply to
messages, or perform routine tasks, as online searches, either
automatically or with minimal human intervention (often used in
combination)”
Dictionary.com

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1980s
1990s
2000s
Future

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The Bot Framework
• Release in 2016
• New canvas for developers
• New opportunities for businesses
• Personal way to access, discover & interact

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Business impact
• Enhance productivity
• Reach customers – multi platform & multi channels
• Engage in a natural way
• Expose products & services in high engaged platforms
• Reduce human assistance
• Improve customer experience

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Bot Builder
• A framework to
develop bots
• SDKs
• .Net, NodeJs
• Large set of
samples
Bot Framework
Portal
• Register
• Manage
• Central portal
Channels
• Ways of exposing
the bots
• Skype
• Facebook
• Web Chat
• etc
Cognitive
• Make bots
smarter
• Self learn
• Natural
interaction

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• Customer self service
• Lodge cases
• Find products & services
• Field service integration
• Lookup knowledge base
• Proactively engage with customers
• Assist with team collaboration
• Personal digital assistant
• A shortcut to get CRM data

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It’s demo
time….

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Channels

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Attachments, Rich Cards

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Framework Capabilities
• Connect any line of business system
• Rich messaging
• Language Understanding (LUIS)
• Proactive messaging
• Form flow
• Hand off to human
• IVR & Calling
• and many more…

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Vision API
LUIS
Speech
Search
QnA Maker
Recommendations API

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FAQ to Bot in minutes…
Convert Structured, Editorial content (FAQ Documents, FAQ URL) into
Bot readable knowledgebase

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How to make a bot in Azure

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Simple Proactive Bot Architecture
1
6
Azure Functions
Azure Service
Bus

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Hosting
• Host on-premises
• Azure App Service
• Azure Bot Service (Azure function based, consumption model)

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Tools of the trade
• Bot Builder Framework (github)
• Bot Framework Portal
• Bot Framework Simulator
• Azure Cognitive Services

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Recap
• What’s a bot?
• The “framework”
• Bots + Dynamics 365
• Channels
• Smart bots
• Hosting
• Tools of the trade

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BOT DEMO INFO
• QnA Maker Bot
https://webchat.botframework.com/embed/SMS-QnABotDemo?s=aokTeTbhz5E.cwA.I84.P4aV9K6Ng5yTeiyfj2F1cZib6u5TCJ-T-xvj_811MDg
Notes - this is connected to the CRM UG FAQ page (https://www.crmug.com/about-crmug/questions) and you can ask questions in various ways and see
how the bot matches your question with the FAQs
• CRM Product Inventory Subscription Bot
https://webchat.botframework.com/embed/sms-crmproductbot?s=-EdgwfkG8KE.cwA.umg.EP2YLEBFOmZX7aH5aX06QjCiB87EdFBnRnoc5M6chNQ
Notes - you can say "hi" or say "i'm looking for a product" to trigger the process. If you say “yes” to the subscription question, the bot will call you back
within 1 minute (simulating the process of the inventory getting updated in CRM)
• CRM Product Catalog & Case Creation Bot
https://webchat.botframework.com/embed/crm-bot?s=MPmyyKU4FFg.cwA.c-Y._rMm7k6L8shZs-9c0MN4-uI3a0yd2h51XgB6UAx9zjg
Notes - you can lodge a case or search for products using this bot.
• Cortana Bot
Since the cortana bot is connected to a Live ID, feel free to send me your (via meetup message or sam.fernando@smsmt.com) so I can share the cortana
bot with you. If you have Windows 10 anniversary update and have a locale of EN-US the cortana bot will recognise the command and instantly connect
with the bot to provide content.

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ISV / Customer Voice
Andrew Ly (Practice Lead)

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What is DynamicsConnect?
• Fully embedded communication platform for Dynamics 365.
• Targeted at Mid Size and Enterprise.
• Collaboration around any entity in D365 through Team Chats, Co-
Authoring Documents, Sharing Files, Delegating Tasks, and Social
Networking.
• Built by Incentive Inc, with
help from Microsoft for Startups.

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Pricing
Source: https://www.dynamicsconnect.com

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Q&A