Dynamics 365 – Page 21 – Nishant Rana's Weblog

Use Copilot to create a journey – Dynamics 365 Marketing

We can make use of Copilot to create a journey for us, using everyday conversational language.

To enable it, navigate to

Settings >> Overview >> Feature Switches >> Journey (Copilot)

Let us see it in action, by creating a new journey record.

We get the option to select predefined
examples to start with.

Here we have selected the last example “When a contact submits a marketing form, assign a phone call….”

On selecting it, we are presented with the option to specify the Trigger.

We have selected the existing Marketing Form Submitted trigger record here.

After specifying the trigger, we get the option to specify the marketing form or to leave it empty to run it for all the form submissions and also the audience type, which could be either Contact or Lead.

Clicking on Submit gives the option to review and then eventually Create Journey.

Clicking on Create Journey generates the journey for us.

We can review the journey, add any further content required, modify it, etc.

For example, we need to specify the follow-up email to be sent, before we can save and publish it.

Once we are done with defining the journey, we can publish it.

Get more details here.

Hope it helps..

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Using xMultiple along with User Multiplexing for improved performance – KingswaySoft SSIS Integration Toolkit (Dataverse / Dynamics 365)

Let us continue our previous post, where we observed performance improvements by using User Multiplexing

How to use – User Multiplexing to get better performance for Data Migration /Integration using KingswaySoft Integration Toolkit for Dynamics 365 (Dataverse / SSIS)

Now let us try making use of the xMultiple feature (CreateMultiple, UpdateMultiple, and CreateMultiple messages) of the CRM / CDS Destination Component.

We have updated the Batch Size to 100 to trigger the xMultiple

However this time we got the service throttling error, and it took around 17:45 minutes.

Let us try decreasing the batch size to 50 (to trigger xMultiple), keeping the thread the same as 20, and User Multiplexing with 5 Application users.

No throttling warning this time and took around 10:42 minutes.

Now let us try the same setup, for a custom table instead of a standard table.

Here we have run our package to create 20K records, with User
Multiplexing ( 5 Application users), Batch Size 10, and 20 Threads for our custom table named My Table.

It took around 3:04 minutes.

Let us increase the batch size to 100, to get the xMultiple enabled.

It took 1:06 minutes.

Let us set the batch size to 500

It took around 42 seconds.

And with 1000 batch size – 1:04 seconds

We can see huge performance improvements using xMultiple when it comes to a custom table.

So I think to get the performance improvements for the standard table we could stick with Batch Size – 10, Thread –10-20, and increase the number of users (Multiplexing).

But for the custom table, we could increase the batch size to either 100 or 500 to make use of xMultiple along with Multiplexing.

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 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.