In the second of our two-part Microsoft Power Virtual Agents series, we examine the difference between Chatbots and Intelligent Chatbots, and how AI can elevate chatbot capabilities and improve user experience.
This document makes some assumptions about the current state of your environment, they are:
Once the adapter has been installed, it’s time to start up the Microsoft Connector. Once it opens, you should see the connector window in the background and the Adapter Settings window should be open on top of it:
When new adapters are installed, this is the default behavior of the connector. If for any reason you do not see this screen or accidentally closed it, simply close and restart the connector or if available, click on the Adapter Settings button in the Connector application window.
The two adapter endpoints that we’re interested in configuration are the Source and Destination of the Dynamic CRM 2011 Adapter:
When configuring the source or destination adapter endpoint, the settings should look like something similar to the following if you’re hosted on-premise:
And like the following for CRM online:
You should be able to find the Discovery Service URL by going to Settings->Customizations->Developer Resources in your CRM organization instance.
Click the Test Settings button below the configured items to verify that your credentials are working. You should receive a message showing the credentials have succeeded:
After verifying the validity of the credentials for the adapter, click Apply to save your adapter settings to the configuration database. Now click the Configure Microsoft Dynamics CRM link:
The Microsoft Dynamics CRM 2011 Instance Adapter Configuration tool will pop up and allow you to start configuring the available entities in your endpoint organizations. Now that you’ve set your configured your adapter endpoints, see our blog on the Configuration Utility to create your Object Provider configuration files.