Commerce Chat with Microsoft Copilot Studio module

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This article describes the Commerce Chat with Microsoft Copilot Studio module that integrates Microsoft Copilot Studio with Dynamics 365 Commerce websites.

The Commerce Chat with Microsoft Copilot Studio feature empowers Dynamics 365 e-commerce customers to use Microsoft Copilot Studio chatbot capabilities to handle their queries. As of the Dynamics 365 Commerce 10.0.30 release, this feature can be incorporated into e-commerce websites by using the Commerce Chat with Microsoft Copilot Studio module that is part of the Commerce module library.

The Commerce Chat with Microsoft Copilot Studio feature helps businesses achieve the following goals:

• Increase personalized engagement with their consumers, and improve retention.
• Increase customer service through integration of self-service chatbots.
• Increase overall customer satisfaction, and therefore increase sales.

Prerequisites for using Microsoft Copilot Studio

To use the Commerce Chat with Microsoft Copilot Studio feature, you must first create a Microsoft Copilot Studio chatbot for your e-commerce website. For instructions, see Create and delete Microsoft Copilot Studio bots.

After you configure the chatbot, follow the procedures below to obtain the bot ID, and tenant ID chatbot parameter values you'll use to configure the Commerce chat experience.

Find the bot ID of Microsoft Copilot Studio chatbot

To find the bot ID of a Microsoft Copilot Studio chatbot in the Microsoft Copilot Studio web app, follow these steps.

1. In the left navigation menu, select Settings > Channels.
2. Select Mobile app.
3. In the Mobile app flyout menu, under Token Endpoint, select Copy to copy the token endpoint URL.
4. Open a new browser tab and navigate to the Token Endpoint. A JSON result displays. Copy the value of the token property. The value is a JWT.
5. Decode the JWT. In the decoded result, the bot ID is found in the bot field.

For more information on how to copy the bot ID parameter values, see Retrieve your Microsoft Copilot Studio bot parameters.

Find the tenant ID of a Microsoft Copilot Studio chatbot

To find the tenant ID of a Microsoft Copilot Studio chatbot in the Microsoft Copilot Studio web app, follow these steps.

1. In the left navigation menu, select Settings > Details.
2. Select Advanced.
3. Select the copy symbol to copy the Tenant ID value.

Configure your e-commerce site

One recommended way to implement the chat experience for your e-commerce site is to add the Commerce Chat with Microsoft Copilot Studio module to the shared header fragment that is used on your site pages.

To add the chat module to your site's header fragment in Commerce site builder, follow these steps.

1. In Commerce site builder for your site, go to Fragments.

2. Select New.

3. In the Select a fragment dialog, select the Commerce Chat with Microsoft Copilot Studio module, enter a name for the fragment, and then select OK.

4. In the outline view, select the Msdyn365 pva chat connector slot.

5. In the properties pane on the right, follow these steps:

   1. Under Bot Parameters, in the Bot Framework Webchat Chat CDN URL field, leave the default value (for example, https://cdn.botframework.com/botframework-webchat/latest/webchat.js).
   2. In the Bot Framework Direct Line Authentication URL field, leave the default value (for example, https://powerva.microsoft.com/api/botmanagement/v1/directline/directlinetoken).
   3. In the Bot ID field, enter the Microsoft Copilot Studio bot ID value that you copied in the Prerequisites for using Microsoft Copilot Studio section.
   4. In the Tenant ID field, enter the Tenant ID value that you copied.

6. Select Save, select Finish editing to check in the fragment, and then select Publish to publish it.

7. Go to Fragments, and open the header fragment for your site.

8. In the Default container slot, select the ellipsis (...), and then select Add fragment.

9. In the Select modules dialog, select the chat fragment that you created earlier, and then select OK.

10. Select Save, select Finish editing to check in the fragment, and then select Publish to publish it.

Proactive chat parameters

For a complete list of proactive chat configuration parameters, see Commerce chat module proactive chat parameters.

Additional resources

Commerce chat features overview

Commerce Chat with Omnichannel for Customer Service module

Commerce chat module proactive chat parameters