How do I connect Yesflow Digital Assistant to my Microsoft Dynamics 365 account or Power Apps platform?
This is simple two-step process:
Step #1: When you start the native mobile app or PWA, you will be prompted to Log In or Sign Up. Sign Up creates a free Yesflow account for you to access your digital assistant. You can sign up using your Apple, Facebook or LinkedIn credentials or your email address and your own password. You now have a Yesflow account and you will receive an email to verify your account.
Step #2: You are now in the Yesflow Digital Assistant and you will see a button to “Connect to your CRM.” Select this, enter your Dynamics 365 user id and password, and you will be presented with the CRM environments that you have access to. Select the one that you want and now you’re connected. If you would prefer to simply take a test drive by accessing our demo CRM, just select “Use Demo CRM” and you can drive around in the test system. At any time you can log out and log back in to connect to your own CRM.