Dynamics 365 – Page 4 – Nishant Rana's Weblog

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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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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Date Time Fields (Date Only and User Local – Behaviour) in Power Automate (Dataverse)

Recently we faced an issue in our flow that was showing a different date that the date entered by the user for a date time field.

Let us look at the below scenario to understand it.

Say we have the below field Date and Time with Time Zone Adjustment as User Local created in CRM / Dataverse.

Now user enters the below value in in the field and saves the record which triggers the flow.

The user’s time zone is set as below

Now in our Power Automate flow, we can see the UTC date for it.

2023-08-27T20:00:00Z

Now to convert to the user’s New Zealand Time Zone we can make use convertTimeZone function here

convertTimeZone(triggerOutputs()?[‘body/cr0e8_mydatetimefield’],’UTC’, ‘New Zealand Standard Time’, ‘MM/dd/yyyy’)

We get the date as expected i.e. 28^th

Now let us change the Format of the field to Date Only, and we keep the Time zone adjustment as User Local only.

Let us trigger the flow again. (now we don’t have the time part)

We get the date without time part as expected.

But this time the convertTimeZone
function doesn’t work, as we only have the Date part and it is not in the UTC format.

convertTimeZone(triggerOutputs()?[‘body/cr0e8_mydatetimefield’],’UTC’, ‘New Zealand Standard Time’, ‘MM/dd/yyyy’)

Check this thread that talks about it –

https://powerusers.microsoft.com/t5/Building-Flows/Dataverse-Date-only-field-is-set-1-day-off-from-original-value/td-p/805859

Here one quick fix could be to change the Time zone adjustment to Date Only or Time zone independent for that field(i.e. no time zone conversion).

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/behavior-format-date-time-field#date-and-time-column-behavior-and-format

Now triggering the flow again, we get the below values –

as now there is no time zone conversion for that field.

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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Integrating PVA with Omnichannel Live Agent

Integrating PVA with Omnichannel Live Agent Part-2

For part 1 –

Integrating PVA with Omnichannel Live Agent: Part-1

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Fixed – The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms in Dynamics 365 Marketing

Recently we were getting the below issue for our Marketing Forms hosted on an external website on a particular authenticated domain. The pages were working fine in other authenticated domains.

“The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms. Otherwise, a browser extension or plugin may be blocking this form from loading. Review and reload form to continue.”

This particular domain was also shown as authenticated in our Dynamics 365 marketing.

Our website was e.g. https://www.domain.kiwi/ so we had domain.kiwi authenticated in Dynamics 365 Marketing.

Eventually, we had to raise a Microsoft Support Ticket and were instructed to add/ authenticate www.domain.kiwi (with www.) also, doing so resolved the issue for us.