Hi, I'm Ask INFA!
What would you like to know?
ASK INFAPreview
Please to access Ask INFA.
Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Application Integration
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to AI Agent for Dynamics 365 using Azure OpenAI recipe
  3. Using the AI Agent for Dynamics 365 using Azure OpenAI recipe

AI Agent for Dynamics 365 using Azure OpenAI

AI Agent for Dynamics 365 using Azure OpenAI

Back Next

Step 7. Publish and run the guide

Step 7. Publish and run the guide

You can ask questions to the LLM based on the system instructions or the context of the uploaded file.
  1. Open the
    Dynamics 365 AI Agent
     guide.
  2. On the
    Start
     tab of the Start step, ensure that the
    Run As
     field is set to
    Current User
    .
  3. On the
    Assignments
     tab of the Flow Settings step, enter values for the following fields:
    • Process_URL: The service URL that you get after publishing the Query Dynamics 365 process.
    • Deployment ID: The name of your model deployment. You must first deploy a model before making calls.
    • API Version: The API version to use for this operation. This follows the YYYY-MM-DD format.
  4. Save and publish the guide.
  5. On the
    Actions
     menu, click
    Run
    . Alternatively, you can copy the execution URL from the
    Properties Details
     dialog box to run the guide.
  6. On the
    Instructions
     page, enter the user prompt and upload a file with a context or payload example.
    You can provide additional instructions with specific fields in the upload file.
    For example,
    • What's the phone number for ABC Corporation?
    • Give me summary, such as phone #, address, status, last contacts for XYZ account.
    • Show me the new leads in the last one week.
    The file gets translated into base64 and added as part of the system instructions similar to entity fields.
    You can specify all the instructions in a file. However, you must understand that providing all the instructions in a file consumes more tokens.
  7. Click
    Continue
    .
You can also use the embed code to embed the guide into an HTML document of a third-party application.
0 COMMENTS
We’d like to hear from you!