Thanks to David Rivard for the wonderful articles and XrmToolBox Plugin Custom API Manager on Custom API
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 –
https://xrmdynamicscrm.wordpress.com/tag/dynamics-crm-custom-api/
https://www.pragmatic-development.io/blog/implement-business-logic-with-dataverse-custom-api/
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..
In the previous posts, we covered the Key Features and Capabilities of Kupp Code Analytics and the Installation and Setup of the Visual Studio Extension.
In this blog post, we’ll cover one of its key features – IntelliSense.
As we saw in the last post the Kupp Analytics tool will download and cache the Metadata of the environment it is configured to, which it uses for IntelliSense.
To refresh the Metadata cache, or configure and manage the connection, navigate to Extensions >> Kupp Code Analytics >> Connection
Let us look at different places where we get the IntelliSense.
Starting with the entity or table, we can see it suggesting all the tables in that Environment.
If we have specified the entity name, when it comes to attributes or columns, we can see it suggesting all the attributes specific to that table.
Getting attributes with specific type lists only attributes having the same type.
For EntityReference – we can see it suggesting all the lookup fields.
Same for Money –
And for OptionSetValue –
It also suggests the attribute’s value in the case of Option Sets
IntelliSense also applies to Relationships, we can see it suggesting only contact-related relationships.
Apart from our Plugin and Console Applications (C#), we have the Intellisense feature available for our client-side code as well (JS/TS).
To configure we can navigate to Options >> Kupp Code Analytics >> General
Currently, the IntelliSense support is limited to retrieve operation only.
It suggests,
the name of the entity –
different query options –
attributes specific to the entity –
Filter
operators –
Query
functions –
Thus using the IntelliSense feature that provides real-time suggestions, the development team can code efficiently, reduce typing errors, develop faster, and maintain code consistency.
Get all the details here –
https://docs.kuppsoft.com/Kupp-Code-Analytics/CA-Reference/CA-IntelliSense-(.NET)
https://docs.kuppsoft.com/Kupp-Code-Analytics/CA-Reference/CA-OData-IntelliSense
Hope it helps..
Recently we had a requirement to upload a document (pdf) to a SharePoint folder.
We had the URL of the field saved in one of the fields of the Contact table in Dynamics 365 / Dataverse.
Below is our field and the URL in it. (the URL points to the Manual of Fulla 2, one among many awesome products by Schiit)
Below is how our flow looks like
Here we already have Server-Based SharePoint integration enabled. https://nishantrana.me/2023/07/28/based-on-entity-behavior-for-sharepoint-folder-dynamics-365-dataverse/
The flow triggers when there is an update in the File URL field of the contact record.
Next, we are using HTTP action to use the GET method to get the content of the file. As it is a public URL we haven’t specified any Authentication.
Next, we are using Create File action of SharePoint, we have specified the Site Address, Folder Path, File Name, and most importantly the Body of the HTTP action to the File Content property.
On the successful run of the flow,
we can see the document (pdf) uploaded in the SharePoint folder.
Hope it helps..
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..
For part 1 –
Nishant Rana's Weblog 