CRM – Page 7 – Nishant Rana's Weblog

Reparent relationship cascading behavior in Dynamics 365 / Dataverse

Check out the below articles explaining in detail the Reparent behavior.

CRM 2011 Parental Relationship Behaviour (the Reparent action) in Practise

Reparenting Cascade behavior in MS CRM

About the reparent action

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Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity (Dynamics 365)

Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login.

We can use the prompt catchup with lead or catchup with opportunity followed by @ and the name of the record.

Sales Copilot uses Audit History to show the recent updates.

Allow data movement across regions in the Power Platform Admin Center using Enable copilots and generative AI features outside United States and Switzerland – Power Platform | Microsoft Learn

To enable Sales Copilot, navigate to

Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot

Or if we have already enabled it, we can manage the features provided along with the different apps we want to apply the Sales Copilot using the Manage apps option.

Here we can specify to which apps we want to enable the Compose and Chat feature.

For the Record catch-up feature, the first 10 fields of the view are considered. We can see “Default System View” selected by default.

However, we have the option to select a different view, and then the fields of the selected view will be used for generating the catchup content.

Below if we select the Open Opportunities view, we can see its corresponding fields that will be considered for the catchup.

We can open an existing lead or opportunity record or from the Chat tab of Sales Copilot can use catchup with opportunity prompt as shown below to get the updates.

We can see the catch-up details generated.

Also, we see another prompt – “Catch up since my last
login (16 hours ago)”, along with “catchup with lead or opportunity” prompt

If there are no updates to a record in the last 16 hours, we get the below message.

Get more details here.

Hope it helps..

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Use Sales Copilot to compose email messages (preview)– Dynamics 365

Sales Copilot can generate and suggest email content while composing or replying to an email in Dynamics 365 in the context of a Lead or Opportunity record.

Allow data movement across regions in the Power Platform Admin Center using Enable copilots and generative AI features outside United States and Switzerland – Power Platform | Microsoft Learn

To enable Sales Copilot, navigate to

Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot

Or if we have already enabled it, we can manage the features provided along with the different apps we want to apply the Sales Copilot using the Manage apps option.

Here we can specify to which apps we want to enable the Compose and Chat feature

The Compose refers to the AI-driven email insights here.

Let us create a new Email from the timeline of the lead record.

We can see the Sales Copilot Compose in the inactive state right now. It becomes active when opening an email record or creating a new email record with either lead or opportunity in the Regarding field.

On the new email record, we can see the Compose tab enabled, and the option Describe the email you want.

We get the option to specify the statement, for which the content should be generated.

Below we can see the suggested content

We also get the option to Add content to the Email, Copy it

Adust tone and add more details

Also, Restore the last version, Try again, Start Over

Similarly, in the case of replying to an email we get the below options to start with along with an Email Conversation Summary.

Selecting the Address a Concern option generates the following content.

Get all the details here

Hope it helps..

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Using IntelliSense with Kupp Code Analytics

In the previous posts, we covered the Key Features and Capabilities of Kupp Code Analytics and the Installation and Setup of the Visual Studio Extension.

In this blog post, we’ll cover one of its key features – IntelliSense.

As we saw in the last post the Kupp Analytics tool will download and cache the Metadata of the environment it is configured to, which it uses for IntelliSense.

To refresh the Metadata cache, or configure and manage the connection, navigate to Extensions >> Kupp Code Analytics >> Connection

Let us look at different places where we get the IntelliSense.

Starting with the entity or table, we can see it suggesting all the tables in that Environment.

If we have specified the entity name, when it comes to attributes or columns, we can see it suggesting all the attributes specific to that table.

Getting attributes with specific type lists only attributes having the same type.

For EntityReference – we can see it suggesting all the lookup fields.

Same for Money –

And for OptionSetValue –

It also suggests the attribute’s value in the case of Option Sets

IntelliSense also applies to Relationships, we can see it suggesting only contact-related relationships.

Apart from our Plugin and Console Applications (C#), we have the Intellisense feature available for our client-side code as well (JS/TS).

To configure we can navigate to Options >> Kupp Code Analytics >> General

Currently, the IntelliSense support is limited to retrieve operation only.

It suggests,

the name of the entity –

different query options –

attributes specific to the entity –

Filter
operators –

Query
functions –

Thus using the IntelliSense feature that provides real-time suggestions, the development team can code efficiently, reduce typing errors, develop faster, and maintain code consistency.

Get all the details here –

https://docs.kuppsoft.com/Kupp-Code-Analytics/CA-Reference/CA-IntelliSense-(.NET)

https://docs.kuppsoft.com/Kupp-Code-Analytics/CA-Reference/CA-OData-IntelliSense

Hope it helps..

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Fixed – The ‘CreateMultiple’ method does not support entities of type ‘none’. MessageProcessorCache returned MessageProcessor.Empty in Dataverse / Dynamics 365

Recently while trying to use the new CreateMutipleRequest message we got the below error –

“The ‘CreateMultiple’ method does not support entities of type ‘none’. MessageProcessorCache returned MessageProcessor.Empty”

It was because we were not populating the EntityName property of EntityCollection class. Specifying it fixed the issue.

Hope it helps..

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How to – Create an Automated low-code plug-in (Dataverse) (experimental)

In the previous post, where we installed the Dataverse Accelerator app and saw how to write basic low-code Instant Plugins.

How to – Create an Instant low-code plug-in (Dataverse) (experimental)

Here we’d look at the Automated low-code Plugins.

Select the New Plugin option in the Dataverse Accelerator app to create Automate Plugins.

We get the option to select the table, the event, define the behavior of the plugin using Power FX, specify pre or post-operation, and the solution as shown below.

To keep it simple, we have created a plugin on pre-operation that checks for null, the email address field in the Contact record on Create, and if blank throws an error.

On trying to create a contact record without an email address, we get the exception as specified in the plugin.

That’s all we are done with our plugin.

Now interestingly if we check our solution specified, we will not find our plugin there. We need to add them to the solution manually right now, here we need to look for FxExpression.