Microsoft Dynamics 365
Get Dynamics 365 Case Status
Checks the status of a Dynamics 365 case by its case number.
Unverified
Add this first. This tool needs an access token, so add Get Dynamics 365 Access Token to the same bot. The bot calls it first and passes the token in.
What the model is told
Check the status of a support case in Dynamics 365 using the case number the customer gives you, such as CAS-01234-A1B2C3. Get an access token first if you do not have one. Returns the title, state and status of the case. statecode 0 means active, 1 resolved and 2 cancelled. If the list is empty, no case has that number.
Request
GEThttps://YOUR_ORG.crm.dynamics.com/api/data/v9.2/incidents?$select=ticketnumber,title,statecode,statuscode&$filter=ticketnumber%20eq%20'{{ticketNumber}}'&$top=1
Headers
AuthorizationBearer {{accessToken}}OData-MaxVersion4.0OData-Version4.0Acceptapplication/json
Parameters
ticketNumber stringThe case number, as shown to the customer.accessToken stringThe access_token value returned by Get Dynamics 365 Access Token. Reuse it for the rest of the conversation.
Engage payload
{
"source": "VOICE_AI",
"tool": {
"id": "2b4c806b-2084-44c3-8789-a47cd4b9f670",
"type": "HTTP_REQUEST",
"label": "Get Dynamics 365 Case Status",
"name": "get_dynamics_365_case_status",
"customName": false,
"description": "Check the status of a support case in Dynamics 365 using the case number the customer gives you, such as CAS-01234-A1B2C3. Get an access token first if you do not have one. Returns the title, state and status of the case. statecode 0 means active, 1 resolved and 2 cancelled. If the list is empty, no case has that number.",
"parameters": [
{
"name": "ticketNumber",
"type": "string",
"description": "The case number, as shown to the customer."
},
{
"name": "accessToken",
"type": "string",
"description": "The access_token value returned by Get Dynamics 365 Access Token. Reuse it for the rest of the conversation."
}
],
"config": {
"endpoint": {
"method": "GET",
"url": "https://YOUR_ORG.crm.dynamics.com/api/data/v9.2/incidents?$select=ticketnumber,title,statecode,statuscode&$filter=ticketnumber%20eq%20'{{ticketNumber}}'&$top=1"
},
"headers": [
{
"name": "Authorization",
"value": "Bearer {{accessToken}}"
},
{
"name": "OData-MaxVersion",
"value": "4.0"
},
{
"name": "OData-Version",
"value": "4.0"
},
{
"name": "Accept",
"value": "application/json"
}
],
"body": null,
"timeout": null
}
}
}IDs are regenerated on every copy.