First Time Setup
First time installation
CRM Bot Community can be deployed in three simple steps:
- Start the new conversation, fill the short questionnaire and receive an email with your secret fulfillment key. You can download the solution (we're currently on version 22.214.171.124) directly from our github, but you won't be able to connect without that email - so make sure you use an email you have access to!!!
- Import the solution into your chosen CDS environment.
- Activate the flows:
- You will need to create a new connection for CRM Bot connector (using the secret key from the email)
- You will need to provide connections for CDS, OneDrive, Bing Maps
- You have to activate each Flow separately
The entire process takes less than 10 minutes (we've checked!) and because of our unique fulfilment model we never require access to your CDS in order to make it all a reality.
Distribute to the rest of your Team (or customise it further 😎)
After your installation is successful (and you are happy with the results - if not, you can always customise further), you can simply deploy the custom application to other users in your Teams tenant. For a handy guide visit Microsoft docs page.