Step 7. Publish and run the guide

1. 1Open the Dynamics 365 AI Agent guide.
2. 2On the Start tab of the Start step, ensure that the Run As field is set to Current User.
3. 3On the Assignments tab of the Flow Settings step, enter values for the following fields:
• - Process_URL: The service URL that you get after publishing the Query Dynamics 365 process.
• - Deployment ID: The name of your model deployment. You must first deploy a model before making calls.
• - API Version: The API version to use for this operation. This follows the YYYY-MM-DD format.
4. 4Save and publish the guide.
5. 5On the Actions menu, click Run. Alternatively, you can copy the execution URL from the Properties Details dialog box to run the guide.
6. 6On the Instructions page, enter the user prompt and upload a file with a context or payload example.
You can provide additional instructions with specific fields in the upload file.
For example,
• - What's the phone number for ABC Corporation?
• - Give me summary, such as phone #, address, status, last contacts for XYZ account.
• - Show me the new leads in the last one week.
The file gets translated into base64 and added as part of the system instructions similar to entity fields.
You can specify all the instructions in a file. However, you must understand that providing all the instructions in a file consumes more tokens.
7. 7Click Continue.