Microsoft QnA Maker for Zoho CRM | Online Help | Zoho CRM

Microsoft QnA Maker for Zoho CRM

The Microsoft QnA Maker extension for Zoho CRM lets you access AI bots in Zoho CRM that can answer your queries. Any bots created in your Microsoft cognitive services can be linked with Zoho CRM with an API call.

Installing the extension

You can install the Microsoft QnA Maker extension either from Zoho Marketplace or from within your Zoho CRM account as follows:
  1. Go to Setup > Marketplace > All. The installed extensions will all be listed here.
    Click
    All Extensions to view the extensions supported by your CRM edition.
  2. Under All Extensions, browse for and click Microsoft QnA Maker.
    Details about the extension will be available here.
  3. Click Install.
  4. Agree to the terms of service and click Install.

  5. Choose one of the following, then click Confirm:
    1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all users.
    3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
      The extension will be installed automatically for the specified users.
  6. In the pop-up, click Authorize.

  7. Sign in with your Microsoft credentials, then click Finish.
Note:
  1. If you skip this step, you can authorize it later from your Setup page in Zoho CRM. To do so, go to Setup > Marketplace > All. Find the Microsoft QnA Maker extension and click Configure.
  2. The extension works only when authorized with a Microsoft account having a Global Admin role.

Configuring extension settings

Once the extension is installed and authorized, you will be redirected to the Configuration Settings page.
  1. Select your Subscription Name.
  2. Select the desired Resource Group from the drop-down.
  3. Select the desired Bot Service from the drop-down.
  4. Click Save.

Once configured, a custom module QnA Bot will be created and you can access the extension from that module.

Getting answers in bot

Any of the queries related to the product can be addressed in the bot, and the bot can be accessed in QnA Bot module.
To get answers:
  1. Go to the QnA Bot module.
    The bot will open with the predefined message.
  2. In Type your message, enter your queries.
    The bot will fetch you the appropriate answers.

Uninstalling the extension

To uninstall the extension:
  1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
    Under All Extensions, you can view all the extensions supported in your CRM.
  2. Browse for Microsoft QnA Maker and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            


                          New to Zoho Social?

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                            • Related Articles

                                                                                            • Microsoft Sentiment Analysis for Zoho CRM

                                                                                              The Microsoft Sentiment Analysis extension for Zoho CRM analyzes and scores the sentiments of each customer's comments, helping salespeople know whether the client is happy or sad throughout the engagement. This feature evaluates text and returns ...
                                                                                            • Microsoft Exchange - Administrator Guide

                                                                                              Microsoft Exchange is email and calendar server software that comprises a collection of applications for digital messaging and collaboration. The applications include email services, scheduling events, contact management, task management, messaging, ...
                                                                                            • How Zoho CRM can help service providers

                                                                                              This feature is opened in a phased manner and and will soon be available for all users. Maintaining customer relationships is as important to a service-based business as it is to any other company. Service providers are very reliant on satisfied ...
                                                                                            • Microsoft Exchange - User Guide

                                                                                              In the Microsoft Exchange extension for Zoho CRM, only the administrator can manage all the settings options. The users are restricted to the following actions: Authorize the extension Access the extension dashboard Access emails Update the account ...
                                                                                            • Types of Microsoft Integrations

                                                                                              Zoho CRM offers an intriguing feature by enabling seamless synchronization of two applications. Using several Plug-in options, your Zoho CRM account can now be synchronized with a wide range of Microsoft applications (MS Oulook, MS Word, and MS ...
                                                                                            Wherever you are is as good as
                                                                                            your workplace

                                                                                              Resources

                                                                                              Videos

                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                              eBooks

                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                              Webinars

                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                              CRM Tips

                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                Zoho Show Resources