Nishant Rana's Weblog

Use Content Ideas Copilot to generate email content ideas (Dynamics 365 Marketing)

Content Ideas Copilot can be used to quickly generate content ideas for emails based on topics (key points) and tone specified.

To enable it, navigate to Settings >> Feature Switches >> Email Editor (Copilot)

To see it in action, create or open an email record, and open the Copilot panel from the right panel or the email editor’s toolbox.

We can start with any of the suggested topics or select Custom to specify our key points.

Here we have selected the “Promotion” topic, and we can see the corresponding key points specific to it.

We can edit existing key points and add our key points.

We can also specify the Tone for the content.

Clicking on Get Ideas generates the content ideas.

We can review and add the most appropriate content to the email

We can also generate more ideas

Below we have added one of the ideas to our draft email.

Get all the details here

Hope it helps..

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Step by step – Deleting an existing plugin from Plugin Assembly (Dataverse)

Recently we had a requirement to remove an existing plugin, as that was no more required.

Of course, we can simply disable the step here, but then going forward we might end up with too many such plugins and we will always have an overhead to make sure those steps are disabled, whenever we deploy the plugin to other environments,

As a first step, we can remove the plugin class from the project, either exclude or delete

Here, if we try to update the assembly we will get the error about the missing Plugin Type.

So as a next step, we need to Unregister the plugin from the Assembly through the Plugin Registration Tool.

Now we will be able to update our Plugin Assembly successfully.

Lastly, when we have to move the Solution having this plugin assembly to another environment, we can first remove the same Plugin Type from that environment through the Plugin Registration tool, before importing the solution.

Please refer to the helpful post – https://d365demystified.com/2021/12/19/renaming-or-deleting-a-plugin-in-dynamics-365-crm/

Hope it helps..

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Filtering Attributes for Create message – Plugin (Dataverse / Dynamics 365)

While registering a plugin step, found that we can now specify Filtering Attributes for Create message.

Check the below post for more details –

Filtering attributes for DataVerse plugins registered on Create – How to execute them for specific field changes only.

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Use Query Assist Copilot to create Segments (Dynamics 365 Marketing)

Using Query Assist Copilot we can create segments easily through its Natural Language Processing (NLP) capability.

Create a new Segment from Real-Time Marketing >> Audience >> Segments

Specify the segment name and the target audience (either contact or lead)

Now in Query Assist, we can specify the details of the segment

It also provides us the suggestions.

Let us select the “Contacts who were created last year and make more than $50K” option and append “who work in Financial Industry to it”.

Clicking on Create will open the segment designer page along with the Query Assist panel, which shows the result of the Query.

Click on Use to use that query result.

We can add further conditions to it.

Here we selected the example “Contact who opened an email“

We can then add the result through the “Use” option

The query gets updated with the new condition

We also get the option to generate a summary for the segment or get suggestions for improving the segment.

Clicking on View Summary generates the summary.

Get all the details here

Hope it helps..

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Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)

Sales Copilot can be used to get the latest news for the company or account associated to the Lead, Opportunity, Contact, or Account form. We can also use the prompt “Get latest news for account” and either specify and account record or choose one of the account record listed.

Allow data movement across regions in the Power Platform Admin Center using E nable 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.