Project Objectives • Allow customers to self-service shipment information (tracking, BOLs, invoices). • Provide sales enablement: services info, case studies, quotes, and bookings. • Auto-create leads in Dynamics Sales & Marketing. • Route inquiries to the correct sales rep/department. • Provide workflows for vendors, partners, and job applicants. ⸻ Main Chatbot Functions For Customers • Track Shipment: Enter Tracking# or PO → Bot queries Dynamics/TMS → Shows status • Download BOL/POD: Validate email → Provide link from SharePoint/Portal • Invoices / Billing: Direct to billing portal or trigger invoice request • Support: Offer callback or live agent escalation For Prospects • Company overview, services, industry expertise • Show case studies from Dynamics KB or website • Request a Quote: short form → auto create Lead → auto assign • Schedule Meeting: integrate with Dynamics Bookings • Option to talk to a human (Sales) For Vendors / Partners • Vendor Request Submission: Collect details → create “Vendor Request” case in Dynamics → route to procurement For Careers • Show job openings dynamically (Paycom API or site) • Link to application portal + notify HR ⸻ Required Skills • Copilot Studio / Power Virtual Agents • Dynamics 365 Sales, Customer Service, Marketing • Power Automate • SharePoint integrations • API Integration (REST/JSON) • TMS integration (preferred) • Testing + documentation ⸻ Deliverables • Fully functional Copilot chatbot • All required integrations • Routing + escalation logic • Deployment to Teams / Website • Documentation & training • Final testing & QA