Tag: CRM

Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)


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..

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Cleaning up the ActivityPointBase to free up storage– Dataverse / Dynamics 365


In one of our environments, the ActivityPointBase table was occupying nearly 20 GB. It was earlier 40 GB, and we then deleted email records to bring it down to 20 GB.

On downloading the table details, we did not get a clear idea of what activity-type table was occupying that much space.

So we raised the Microsoft Support ticket, and they shared with us the breakdown of records occupied by different activity type tables.

Then we configured our Bulk Deletion Job to delete the corresponding activity type records.

This helped us to bring down the ActivityPointerBase from 20 GB to 15 GB.

https://learn.microsoft.com/en-us/power-platform/admin/capacity-storage

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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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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Customize label – Search customer, Search Issue in Conversation form – Omnichannel for Customer Service


To rename the Search Customer and Search Issue labels in the conversation form,

search and open the corresponding RESX Web Resource for customization.

The search term used – “CustomerSummaryLabels.1033”

Open and copy the content

Update the value property accordingly

Before –

To –

Upload and publish the changes.

We can see the labels updated.

Hope it helps..

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Getting Started – Installation and Setup Kupp Code Analytics


In the previous post, we covered key features and capabilities of Kupp Code Analytics – the powerful Visual Studio Extension for Power Platform and Dynamics 365 Developers.

You can refer to it here

In this blog post, we’d cover the installation and setup of the Kupp Code Analytics extension.

To get the extension, inside Visual Studio Marketplace, we can search for it and download the appropriate extension.

Below we can see that there are 2 versions of the extension available, one for Visual Studio 2022 and the other for Visual Studio 2019.

Visual Studio 2022 – https://marketplace.visualstudio.com/items?itemName=KuppSoftware.kca2022

Visual Studio 2019 – https://marketplace.visualstudio.com/items?itemName=KuppSoftware.KuppCodeAnalytics2019

We can also install it from inside Visual Studio, navigate to Extension, search for Kupp Code Analytics, and download the extension.

Click on Install / Modify (if already existing) to start/modify the installation.

Below we have successfully installed the extension for Visual Studio 2019.

Next, we need to specify and activate the License

We have 2 types of licenses available for the extension.

Community License (free)– Select type Single, enter the contact details and click on Activate to apply for the community license. Clicking on Activate activates the license instantly.

Enterprise License – This is paid license for the enterprise, that comes with additional features and capabilities not available in the Community license.

We can contact the sales team of Kupp for it – https://kuppsoft.com/contact/

Once added, we can see and manage the license information in Tools >> Options >> Kupp Code Analytics >> License

With Extension Installed, and the license activated, the next step is to configure the tool to connect to our Power Platform / Dynamics 365 Environment.

Navigate to Extensions >> Kupp Code Analytics >> Connection >> Configure

Select the appropriate connection or deployment type

Here to connect to Dynamics 365 Online, we keep the Deployment type as O365 and click on Load Organization

This opens the sign-in dialog where we can provide the appropriate account details.

After successful sign-in, we see all the environments populated to which the user has access. Select the environment, we want to connect to.

After selecting the environment, we can click on the Test D365 button and test the connection.

On a successful connection, we will get the success message as shown below.

Clicking on OK will close the connection dialog box, and the tool will start the process of downloading the metadata for the environment connected. The download should be complete in a matter of a few seconds.

This completes the installation and configuration part of the extension. In the next blog post, we’d cover the key features of the extension in detail.

Also don’t forget to check out the other intuitive products developed by Kupp Software GmbH –https://kuppsoft.com/our-products/

Hope it helps..

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