Integrate OpenAI, Communication, and Organizational Data Features into a Line of Business App

Level: Intermediate

This tutorial demonstrates how Azure OpenAI, Azure Communication Services, and Microsoft Graph/Microsoft Graph Toolkit can be integrated into a Line of Business (LOB) application to enhance user productivity, elevate the user experience, and take LOB apps to the next level. Key features in the application include:

  • AI: Enable users to ask questions in natural language and convert their answers to SQL that can be used to query a database, allow users to define rules that can be used to automatically generate email and SMS messages, and learn how natural language can be used to retrieve data from your own custom data sources. Azure OpenAI is used for these features.
  • Communication: Enable in-app phone calling to customers and Email/SMS functionality using Azure Communication Services.
  • Organizational Data: Pull in related organizational data that users may need (documents, chats, emails, calendar events) as they work with customers to avoid context switching. Providing access to this type of organizational data reduces the need for the user to switch to Outlook, Teams, OneDrive, other custom apps, their phone, etc. since the specific data and functionality they need is provided directly in the app. Microsoft Graph and Microsoft Graph Toolkit are used for this feature.

The application is a simple customer management app that allows users to manage their customers and related data. It consists of a front-end built using TypeScript that calls back-end APIs to retrieve data, interact with AI functionality, send email/SMS messages, and pull in organizational data. Here's an overview of the application solution that you'll walk through in this tutorial:

Microsoft Cloud scenario overview

The tutorial will walk you through the process of setting up the required Azure and Microsoft 365 resources. It'll also walk you through the code that is used to implement the AI, communication, and organizational data features. While you won't be required to copy and paste code, some of the exercises will have you modify code to try out different scenarios.

What You'll Build in this Tutorial

Choose Your Own Adventure

You can complete the entire tutorial from start to finish or complete specific topics of interest. The tutorial is broken down into the following topics:

Choose your own adventure. Complete the entire tutorial or select specific topic areas.

Prerequisites

Microsoft Cloud Technologies used in this Tutorial

  • Azure Communication Services
  • Azure OpenAI Service
  • Microsoft Entra ID
  • Microsoft Graph
  • Microsoft Graph Toolkit