With the 2023 Release Wave 2, as per Microsoft Documentation, we can pin activities such as records to the top of the timeline.
We could see that option available for the Notes in the timeline.
It also shows the number of records pinned.
To unpin it, we need to click the icon again, and the record will move to its original position.
Hope it helps..
Let us see how we can make use of User Multiplexing to get better performance.
Below is our SSIS Package, which uses Data Spawner to create sample records, 20 K in this case, and CDS Destination to create those records (contact).
Data Spawner is used to create the 20000 contact record.
The CRM Connection is using just one application user.
For the Destination Component we have specified,
The mapping –
To create 20 K contact records with the above settings took around 20 mins –
Now let’s add 2 more application users making it 3 application users in total. We’d keep the batch size and thread the same i.e. 10 and 5.
Open the Connection Manager>> User Multiplexing and add 2 more application users configured in the environment.
Let us run it again and observe the performance, this time it took around
11 minutes.
Let us increase the thread to 15 this time and see
It came down to 6 minutes.
Now let us keep the batch size at 10 and thread at 15, but increase the number of application users to 5.
This brought it further down to 4:45
Let us run now with 10 batch sizes, and 5 application users but with 20 threads instead of 15.
It took 3:54 minutes
So to create 20 K contact records –
|
Batch Size |
Thread |
Application Users |
Execution Time (mins) |
|
10 |
5 |
1 |
19:39 |
|
10 |
5 |
3 |
11:17 |
|
10 |
15 |
3 |
6:47 |
|
10 |
15 |
5 |
4.45 |
|
10 |
20 |
5 |
3.54 |
Thus we need to consider using User Multiplexing (having different connections running under different application users) for better performance.
Get all details here – https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/crm/connection-manager
Hope it helps..
Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view.
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 summary feature, the first 7 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 the summaries.
Below if we select the Closed Leads view and we can see it corresponding fields that will be considered for the summaries.
The Closed Leads view
We can open an existing lead or opportunity record, and the Sales Copilot automatically generates the summary for that record.
Or if we want to generate summary for a specific lead or opportunity we can use the below prompt.
Summarize lead or Summarize opportunity followed by @ and the record’s name.
Below is the summary for Counts Vong (sample) lead record.
Here we can see the AI-generated summary making use of Created On, Topic, Preferred Method of contacct, Lead source field etc of Default system view.
Get more details here.
Hope it helps..
Check out the below articles explaining in detail the Reparent behavior.
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..
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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