Set up Azure Health Bot

Completed

In this exercise, you'll do the following:

  • Set up Health Bot from Azure portal

  • Configure and enable the integration between Dynamics 365 Omnichannel and Health Bot

  • Configure and enable Bot channel to obtain a Bot ID

Azure Health Bot empowers developers in healthcare organizations to build and deploy AI-powered, compliant, conversational healthcare experiences at scale. It combines built-in medical database with natural language capabilities to understand clinical terminology and can be easily customized to support your organization's clinical use cases. The service ensures alignment with industry compliance requirements and is privacy protected to HIPAA standards. To learn more about Azure Health Bot, reference this Azure Health Bot documentation.

Task 1: Install Azure Health Bot in Azure subscription

  1. While logged into your Microsoft 365 tenant, open a new tab in your internet browser incognito or in-private mode and navigate to Azure portal at https://portal.azure.com

  2. Search for Azure Health Bot in the top search bar and select it from the search results.

    Screenshot of the Azure Health Bot top search bar.

  3. Select the Create button to create a new Azure Health Bot instance.

    Screenshot of the Azure Health Bot instance with the create button highlighted.

  4. You'll be redirected to the Azure Health Bot page. Enter the following information:

    1. Subscription: Choose your Azure Subscription

    2. Resource Group: Use the resource group you created in environment preparation

    3. Name: healthbot-iad (although you may choose any name)

    4. Region: Choose the region closest to you

    5. Plan: Free (F0)

    Screenshot of the Azure Health Bot page Basics tab and associated fields.

  5. Select Review + Create.

  6. On the Review and create page, verify your details are correct as Azure validates your Health Bot. When the create button is enabled after validation passes, select Create.

    Note

    It will take few seconds to run the backend process before the Create button is enabled.

    Screenshot of the Azure Health Bot review and create terms and create button.

  7. You'll be redirected to the Deployment page for your new Azure Health Bot.

    Screenshot of the Azure Health Bot Deployment page

  8. When deployment is complete, the Go to resource button will enable. Wait until deployment is complete for the Azure Health Bot, then select Go to resource when enabled.

    Screenshot of the Azure Health Bot Overview page and Go to resource button.

  9. You'll be redirected to the Resource page for your new Azure Health Bot. Select the Management portal link on the right of the Essential section to open your Azure Health Bot instance configuration page.

    Note

    Please copy this Management portal link and store it to access the Health Bot later.

    Screenshot of the Resource page Management portal link on the right of the Essentials section.

  10. Your new Azure Health Bot instance homepage appears.

    Screenshot of the Azure Health Bot welcome page.

Congratulations! You've successfully created a new Health Bot instance in your Azure tenant.

Task 2: Update Azure Health Bot settings to enable Dynamics 365 integration

  1. On the Azure Health Bot homepage, expand the side navigation bar to see the sitemap labels.

    Screenshot of the Azure Health Bot Welcome.

    After expanding, you'll see the sitemap labels next to the icons.

    Screenshot of the Azure Health Bot Welcome page sitemap label in the left navigation

  2. Select Configuration > Conversation on the navigation bar.

    Screenshot of the Configuration left navigation menu with the Conversation menu option highlighted.

  3. The Interactions tab appears.

    Screenshot of the Azure Health Bot Interactions page with Global defaults information displayed.

  4. Select the Human Handoff tab in the Conversation settings.

    Screenshot of the Human Handoff page including fields for End user timeout, Agent timeout and Waiting message.

  5. Scroll to the bottom of the Human Handoff page. Under Dynamics 365 Omnichannel, toggle Enabled for Bridge Messages. This is required to allow communication and bridge messages between the Azure health Bot and Dynamics 365 Omnichannel for Customer Service.

    Screenshot of the Human Handoff page Dynamics 365 Omnichannel toggle enabled for Bridge Messages.

  6. Select Save in the top right.

    Screenshot of the Human Handoff top navigation bar including the Save option.

  7. Now let's enable the Health Bot for Microsoft Teams Channel.

  8. Navigate to Integration > Channels.

    Screenshot of the Integration menu with the Channel option highlighted.

  9. In the Channels list, select the toggle to enable Microsoft Teams.

    Screenshot of the Channels list including the Microsoft Teams option.

  10. This will bring out a side window with your Bot ID information. Copy and store the BotId value for later to use when creating the Dynamics 365 Application User.

    Screenshot of the Microsoft Teams Channel window with Bot ID and Save button.

  11. Select Save to enable the Teams channel and your Microsoft Teams toggle should reflect accordingly.

    Screenshot of Teams Channel with the Microsoft Teams option toggled on.

Congratulations! You completed the Azure Health Bot settings for integration with Microsoft Teams and Dynamics 365 Omnichannel for Customer Service.

Task 3: Obtain Azure Application ID

In this task, you'll be using the Azure Application ID you created in your Azure tenant during environment preparation. You may have called it "MCH Application ID". Registering this ID established a trusted relationship between your Dynamics 365 app and the Microsoft identity platform.

We'll now obtain the client ID and store it to later create a Dynamics 365 Application User to bridge the authentication between Azure Health Bot and Power Apps.

  1. Navigate back to the Azure portal and search for App Registrations in the Search box.

    Screenshot of the Azure Portal Search box with App Registrations entered.

  2. The App registrations homepage opens to the Owned applications tab.

    Screenshot of the Owned applications tab on the App registrations homepage.

  3. Select the All applications tab.

    Screenshot of the All applications tab on the App registrations homepage.

  4. To search for our Application ID, type "MCH Application ID" in the Search box.

    Screenshot of MCH Application ID entered in the App registrations search box.

  5. Select the MCH Application Id app registration resource. Copy and store the Application (client) ID for later to use when creating the Dynamics 365 Application User.

    Note

    ID values have been removed in the screenshot for privacy purposes.

    Screenshot of the App registration MCH Application ID page including the Application (client ID) option in the Overview Essentials menu.

Congratulations! You've successfully obtained the MCH Application ID from Application Registrations in the Azure portal.