AI Chatbot for Business Central Customization

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  • Using ChatGPT we created a chatbot for our website (prettydarngood.com).

  • Visitors can learn anything about customizing Microsoft Dynamics 365 Business Central, just ask the chatbot to look up the answer for you.

  • This same chatbot could have been built with Microsoft Copilot or any tool that accesses OpenAI.


    AI Chatbot for Business Central Customization

    • By clicking the chatbot image (Ask me anything) the following text appears:

    “I am your BC Customization Assistant. Ask me anything or enter “Sample Questions” for a start.”


    AI Chatbot for Business Central Customization

    “Sample Questions?” is entered at the prompt.


    AI Chatbot for Business Central Customization

    Six Sample Questions are then listed by the BC Customization Assistant, with the advice to just enter the question number into the message box instead of retyping the question.

1.) What is Microsoft Dynamics 365 Business Central?

2.) Is there other ERP software that competes with Business Central?

3.) How can one customize Business Central?

4.) Are there apps in the Microsoft AppSource or the Microsoft Marketplace that add on functionality for Business Central?

5.) What low-code or no-code developer tools are there for Business Central?

6.) What would be the Application Language VS code to create the structure of a simple table of 3 fruits: (apples, oranges, pears), the price of each, the quantity in stock of each, last date received?"


AI Chatbot for Business Central Customization

The number “6” is entered into the prompt box – requesting the answer to Question 6.

6.) What would be the Application Language VS code to create the structure of a simple table of 3 fruits: (apples, oranges, pears), the price of each, the quantity in stock of each, last date received?


AI Chatbot for Business Central Customization

The chatbot returns the following full answer to Question 6.)


AI Chatbot for Business Central Customization

For the next question, number “5” is entered into the prompt box.

5.) What low-code or no-code developer tools are there for Business Central?
The response is very detailed, giving explanations of the various Power Platform tools:

  • Power Apps

  • Power Automate (formerly Flow)

  • Power B.I.

  • Power Virtual Agents

  • BC Customization Features (Personalization or Configuration Options)


AI Chatbot for Business Central Customization

Now, I decided to make up my own question, instead of one of the 6 sample questions.

"Can we use low-code to add functionality to BC and is that better than using AL?"

The chatbot answers the question truthfully, giving the advantages and use cases of both approaches.


AI Chatbot for Business Central Customization

Now let’s see how this chatbot was created.

Log into ChatGPT to find the BC Customization Assistant I created (which is the basis of the chatbot on the website).


AI Chatbot for Business Central Customization

We are inside "ChatGPT", but do we know what a GPT is? Let's post a question to ChatGPT.

"What the heck is a GPT?" (See the answer below.)

"GPT" stands for Generative Pre-trained Transformer. It's a type of artificial intelligence model designed to generate human-like text based on the input it receives. Developed by OpenAI, GPT models are trained on a vast dataset of text from the internet, allowing them to understand and generate language in a way that mimics human writing styles across a wide range of topics.The "pre-trained" part of the name indicates that the model has undergone an initial round of training on a large dataset before it's fine-tuned for specific tasks. This pre-training equips the model with a broad understanding of language, context, and even certain elements of common sense.The "Transformer" part refers to the underlying architecture of the model. Transformer models use mechanisms called attention mechanisms to weigh the importance of different words in a sentence when generating text, enabling them to produce coherent and contextually relevant outputs.GPT models are used for a variety of applications, including text generation, conversation, summarization, translation, and more. They can write essays, compose emails, generate creative stories, answer questions, and even create content that mimics specific writing styles.


AI Chatbot for Business Central Customization

• Let's examine the "BC Customization Assistant" GPT that is the intelligence behind the chatbot on our website.

You see 2 familiar prompt buttons below:

1) Ask the Assistant to see sample questions.

2.) Ask any question about customizing Microsoft Dynamics 365 Business Central.


AI Chatbot for Business Central Customization

Clicking on  the first prompt button: 1) Ask the Wizard to see sample questions - you can see the exact same patter that is in our website chatbot.


AI Chatbot for Business Central Customization

  • Enter the number 1., which is the question, “What is Microsoft Dynamics 365 Business Central?

  • The answer (seen below) directly from the GPT is almost the same as it would be from the chatbot on the website. There will be slight differences, because the GPT is trained to mimic spontaneous human responses. The meaning of each independent answer would be equivalent though.

"Microsoft Dynamics 365 Business Central is a comprehensive, cloud-based business management solution designed to help small to medium-sized businesses manage their finances, operations, sales, and customer service. It's part of Microsoft's Dynamics 365 range of business applications, which integrate seamlessly with each other and with other Microsoft products like Office 365, SharePoint, and Power BI, providing a unified business management solution.

Business Central offers a wide range of functionalities across financial management, supply chain management, sales and service management, project management, and operations management. It is highly customizable and extendable through development or via add-ons from the Microsoft AppSource, making it adaptable to the specific needs of different businesses and industries.

Key Features:

Financial Management: It provides robust financial management capabilities including general ledger, accounts payable, accounts receivable, cash management, and analytics.

Supply Chain Management: Streamlines procurement, sales order processing, inventory management, and operations.

Project Management: Helps in managing budgets, monitoring progress, and managing resources and time on projects.

Sales & Customer Service: Enables comprehensive management of customer interactions, sales operations, and service contract management.

Operations Management: Assists in managing production orders, project management, and service orders to streamline business operations.

With its cloud-based deployment, Business Central ensures that businesses can access their systems anytime, anywhere, providing flexibility and scalability as the business grows. Additionally, it supports customization and automation of business processes through various tools, including Microsoft Power Apps, Power Automate, and Power BI for enhanced analytics and insights.

Would you like to explore more about how to customize Business Central or any specific feature?"


AI Chatbot for Business Central Customization

If we Edit the GPT, we will see the underlying instructions.

The instructions are in plain English, not computer code.


AI Chatbot for Business Central Customization

The instructions are conversational as though you would be chatting with your human assistant.

Instructions

# Introduce yourself as “I am your BC Customization Assistant. Ask me anything about customizing Business Central.”

# Immediately offer these suggested sample questions that may be asked if the user would COPY THE QUESTION NUMBER, one at a time into the message box:

1.) What is Microsoft Dynamics 365 Business Central?

2.) Is there other ERP software that competes with Business Central?

3.) How can one customize Business Central?

4.) Are there apps in the Microsoft AppSource or the Microsoft Marketplace that add on functionality for Business Central?

5.) What low-code or no-code developer tools are there for Business Central?

6.) What would be the Application Language VS code to create the structure of a simple table of 3 fruits: (apples, oranges, pears), the price of each, the quantity in stock of each, last date received?

# After your response to each question please repeat all the "Conversation Starter" buttons in order with their question number prefix.

# Rules

## Formatting

### CAPITALIZE

### Bold

### ***Italics***

##  ONLY RESPOND TO QUESTIONS ABOUT CUSTOMIZING BUSINESS CENTRAL. POLITELY REFUSE TO ANSWER UNRELATED QUESTIONS.

## IT IS FINE TO ASK THE QUESTIONER FOR MORE DETAIL TO HELP SOLVE HIS OR HER CUSTOMIZATION PROBLEM


AI Chatbot for Business Central Customization

• The next obstacle was to get this GPT on our website to give site visitors information about customizing Microsoft Dynamics 365 Business Central.

• I say it was an obstacle because sharing a GPT requires the recipient to have a paid monthly subscription to ChatGPT 4.0 @ $19.95/month.

• The solution to this problem was to find a Chatbot developer who could take our GPT instructions and insert them into a call to the OpenAI API.

• I found such a developer on the Wix platform. He is Matt Dangerfield (matt@propanechat.com). See the test environment above.

• Notice the response to the “Sample Questions” is identical to the one from our GPT.


AI Chatbot for Business Central Customization

Propane Chat rests on top of Wix Chat. Wix does the heavily lifting of displaying the chatbot on our website, while Propane Chat (propanechat.com) asks the OpenAI API the questions typed in by the user. See both Apps in the Wix section to Manage Apps (below).


AI Chatbot for Business Central Customization

So that was how it was done!

Custom Software Developers for Business Central

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