Microsoft Dynamics 365 – Page 38 – 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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Dataverse Custom API – Key Articles / Tool

Thanks to David Rivard for the wonderful articles and XrmToolBox Plugin Custom API Manager on Custom API

Dataverse Custom API: Enabled For Workflow

Dataverse Custom API: AllowCustomProcessing Explained

Dataverse Custom API: Function (GET) vs Action (POST)

Dataverse Custom API: Keep It Private

How to Call a Dataverse Custom API from a Canvas App

Dataverse Custom API collection

XTB.CustomApiManager for XrmToolBox

Custom API Test (XrmToolBox plugin) by Jonas Rapp –

https://www.xrmtoolbox.com/plugins/Rappen.XrmToolBox.CustomAPITester/

Also check the other interesting articles on Custom API –

How to call DataVerse actions/ custom api directly from Power Apps canvas apps

https://xrmdynamicscrm.wordpress.com/tag/dynamics-crm-custom-api/

https://www.pragmatic-development.io/blog/implement-business-logic-with-dataverse-custom-api/

Create a Custom API using bulk request

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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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Enhanced Active Conversation form in Omnichannel for Customer Service – Dynamics 365

The conversation form in Omnichannel is now updated to allow agents to view and edit customer and case information more efficiently.

To enable it, Inside Customer Service Admin Center app – navigate to Workspaces >> Active Conversation form settings (Manage)

Before we enable it let us have a look at the exiting conversation form.

Now let us enable and compare it with the enhanced one.

We can see the form displaying a Customer 360 Card for Customer (Contact or Account), which also allows for inline editing of details from within the Conversation form, and a similar card showing case details and allowing for inline editing. The fields that are displayed are configurable.

Another change is the color-coded priority and case status field for easy discoverability for the agents.

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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Auto-create SharePoint Folder (SharePoint Document Location) on record create using Power Automate Flow (Dataverse)

We recently had a requirement to create the SharePoint folder automatically on the Account records creation, instead of having the users click on the Documents tab to create it.

We could write a Power Automate flow to achieve this.

Here we have enabled the Share Point server-based integration. Also, the SharePoint Site and the main or parent folder for the Account are already created/configured.

Below is the corresponding Document location record for the parent Account folder.

So basically, we will create a new folder inside the Account folder in the SharePoint site configured in CRM.
Then create a new SharePoint Document Location record specifying the Account document location as a parent.
And then Associate / Relate the new account record created with this new document location record.

Below is how our Flow will look like –

Triggers on Account record creation.

2. Create a new folder inside Account Folder, here for the name of the folder we are using the format “AccountName_AccountNumber“

3. Create a new Document Location record, associating the Account document location with the parent location record. Here we are specifying the same folder name in the relative URL.

We can also fetch the GUID of the Account document location and/or use a variable to store the GUID.

4. Lastly, we are associating these 2 new records.

Below is our newly created account record.

Below we can see our flow ran successfully.

We can see the new folder created and associated.

Here if we click the Documents tab immediately after creating the account record, before our flow runs, we might have the OOB folder also getting created along with our custom folder (flow being asynchronous). If our custom folder is already created and associated before the user clicks on the documents tab, then CRM will not be creating a new folder.