How to create a chatbot
Creating a chatbot for Dynamics 365 requires using Microsoft Copilot Studio (formerly Power Virtual Agents), a separate product with its own license. The process includes creating the bot, defining topics and responses, publishing it, and then embedding the code on your website. The complete process can take 50 to 70 minutes. In Teeo, you describe how the chatbot should behave and it's active immediately.
How to do it in Teeo
“Create a website chatbot that answers frequently asked questions about pricing, services, and the buying process”
Your chatbot is created, configured, and active across all your communication channels.
How to create a chatbot in Microsoft Dynamics 365: step by step
Requirements
- ·Creating a chatbot in the Dynamics 365 ecosystem requires Microsoft Copilot Studio (formerly Power Virtual Agents), which is a standalone product with its own pricing structure: starting at $200/month for 2,000 chat sessions.
- ·Copilot Studio is not included in any Dynamics 365 Sales or Customer Service license by default. It must be purchased as an add-on or as a standalone license.
- ·Integrating the chatbot with Dynamics 365 data (such as looking up contact information or creating a case) requires configuring Power Automate connectors or using Copilot Studio's native connectors, which adds additional technical complexity.
Access Microsoft Copilot Studio
Go to copilotstudio.microsoft.com and sign in with your Microsoft 365 account. Make sure your organization has an active Copilot Studio license. If you don't have access, contact your Microsoft tenant administrator to assign the license.
Create a new copilot (bot)
On the Copilot Studio home screen, click '+ Create' or '+ New copilot'. Select 'New copilot' from the menu. The creation wizard will open.
Configure the bot name and language
Type the chatbot name (e.g., 'Sales Web Assistant'). Select the primary language (Spanish or English as appropriate). Optionally, you can add a description of the bot's purpose. Click 'Create' to create the bot.
Explore the conversation canvas
Once the bot is created, the conversation topics editor will open. Here you'll see the default system topics (such as 'Greeting', 'Goodbye', 'Escalate'). These are the starting points you can modify.
Create a topic for pricing questions
Click '+ New topic' > 'From blank'. In the 'Name' field, type 'Pricing questions'. In the 'Trigger phrases' section, add variations of questions users might type: 'How much does it cost?', 'What is the price?', 'Pricing', 'Rates'.
Design the response flow for the pricing topic
In the visual conversation editor, click '+ Add node' after the trigger node. Select 'Send a message'. Write the pricing response in the text box. You can add Quick reply buttons if you have different plans or pricing categories.
Create additional topics for services and buying process
Repeat the process from steps 5 and 6 to create additional topics: one about the services you offer and another about the buying process. Add relevant trigger phrases for each topic and design the corresponding response flows.
Configure the welcome message
Go to the 'Greeting' topic in the system topics list. Click on it to edit it. Modify the welcome message to reflect your company's tone and name. You can add quick access buttons to the main topics.
Test the chatbot in the test panel
On the left side of the editor, click 'Test your copilot' or the chat icon. A panel will open where you can type messages as a real user would. Test all trigger phrases for each topic to verify the responses are correct.
Publish the chatbot
Once you're satisfied with testing, click 'Publish' in the top navigation bar. Confirm the publication. This makes the current version of the bot available for deployment to external channels.
Get the integration code for your website
Go to 'Settings' > 'Channels' in the Copilot Studio menu. Select 'Custom website'. Copy the JavaScript code snippet that appears. Paste this code into your website HTML, just before the closing </body> tag. The chatbot will appear as a floating widget on your site.
Frequently asked questions
Is Copilot Studio included in my Dynamics 365 license?
No. Microsoft Copilot Studio (formerly Power Virtual Agents) is a standalone product not included in any Dynamics 365 Sales, Customer Service, or other Dynamics 365 module licenses. It must be purchased separately starting at $200/month for 2,000 chat sessions.
Can the Copilot Studio chatbot automatically query or update data in Dynamics 365?
Yes, but it requires additional configuration. Copilot Studio has native connectors for Dynamics 365 that allow searching records, creating cases, or updating contacts. However, configuring these integrations requires Power Automate knowledge and setup can take several additional hours.
Can I use the Copilot Studio chatbot on WhatsApp or only on the website?
Copilot Studio supports multiple channels beyond the website: Microsoft Teams, Facebook Messenger, Slack, Telegram, and WhatsApp Business (through Azure Communication Services). Each channel requires additional configuration and some may need complementary Azure services.