Creating a Zoom Virtual Agent knowledge base with MS Dynamics

By connecting your Microsoft Dynamics 365 account to your knowledge base, you can integrate articles, and other valuable resources stored in Dynamics. This integration ensures that your team and customer support agents have quick access to the most up-to-date and accurate information, delivering the best possible support to customers.

Note: Learn more about other integration options to create a knowledge base that best suits your needs.

Requirements for creating a Zoom Virtual Agent knowledge base with MS Dynamics 365

How to create a Zoom Virtual Agent knowledge base with MS Dynamics 365

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Knowledge Base.
  3. Click Add Knowledge Base.
  4. Select Integrations.
  5. Search for and select from the available MS Dynamics 365 connections.
  6. Under Integration details, provide the following information:
  7. Click Next.
  8. In the Categories section, deselect the checkboxes next to category names if you want to exclude the categories that you do not wish to include.
  9. Click Next.
  10. Under Customization, select or deselect the article elements to include in your sync as content:
  11. Click Create.
    You will be directed to the Articles tab where you can see the list of articles and adjust the knowledge base settings in the Settings tab.