Tag: 1a1a1a

Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)


Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days.

For this, we can use the “What’s newly assigned to me” prompt

To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled.

To see it in action, open the Sales Copilot Help Pane, select the Sparke Icon to open the Prompt Guide, then Ask questions >> What’s newly assigned to me



The result shows the list of leads and opportunities assigned to you in the last 15 days.

We can than select the record and click on Summarize to get the summary or can open the record to see the details.


Hope it helps..

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Deploy Web Resources and Plugin directly from Visual Studio using Kupp Code Analytics


In the previous posts, we covered the Overview and Key Features of Kupp Code Analytics, the installation and setup process of the extension, its Intellisense capabilities, and the analytics capabilities.

In this blog post, we will cover deploying Web Resources and Plugin directly from Visual Studio using the Kupp Code Analytics extension, which makes the process more efficient and less error-prone compared to doing it manually.

Suppose we have the following JavaScript and Image file that we want to deploy to our Dataverse / Dynamics 365.

We can right-click the file and select the option “Deploy to D365“

In the Output window, we can see both the Web Resources created.

Now let us make changes to our JavaScript file – MySample.cs and click on Deploy to D365.

This time in the output window we can see the file getting updated instead of getting created.

We can see the Web Resources files created and updated for the connected environment inside the Maker Portal.

Similarly, we can deploy or update our Plugins from within Visual Studio. Here we need to make sure our Plugin Assembly is already registered.

Below we have the following assembly already registered.

Let us update our Plugin Class and select the “Deploy to D365” option for the plugin project. We have added a new plugin class called MySamplePlugin.

As expected we can see our plugin updated from the Output window.

From Plugin Registration Tool we can see our plugin assembly updated.

Hope it helps..

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