Microsoft Dynamics 365 – Page 26 – Nishant Rana's Weblog

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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Use Sales Copilot to see the pipeline (Dynamics 365)

Using the “Sales Copilot” we can get the list of opportunities assigned to us.

For this, we can use the “Show my pipeline” 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 Get Info >> Show my pipeline

The result shows the opportunities sorted based on the estimated close date.

Clicking on “Show all” opens the corresponding opportunity view.

Hope it helps..

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Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)

Using Copilot’s theme assistant we can fetch the styles from a website and apply it to our email. Microsoft strongly recommends using Theme Assistant only on websites owned and not on 3^rd party websites.

To use this feature, open an existing email record, enter the Website’s URL in the theme assistant section, and click on the Fetch Styles button.

The theme assistant will fetch the styles from the website and apply them to the theme of the email. We can also see the changes in the email editor.

If we are happy with the theme applied we can select the Keep and
close option or we can select Start over to specify another website.

We can further edit the theme as required.

Get all the details

Hope it helps..

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How to – Submit multipart/form-data using HTTP action in Power Automate (Dataverse)

Recently we were calling an API (that expects multipart/form-data) to pass the image uploaded in Dataverse’s Image Column.

We used Power Automate for this i.e. to get the image uploaded and use HTTP Action to call and pass the Image details to it.

Below is the specification of the API

https://vision.foodvisor.io/docs/#/paths/analysis/post

We used the “Download a file or an image” action to get the Image details

Below is how the HTTP action was used to pass the required details.

The successful response –

The body of the HTTP action –

{
"$content-type": "multipart/form-data",
"$multipart": [
    {
      "headers": {
        "Content-Disposition": "form-data; name=\"image\"; fileName=\"@{items('Apply_to_each_2')?['filename']}\""
      },
      "body": @{body('Download_a_file_or_an_image')}
    }
  ]
}

If we want to pass more than one data, we can have multiple headers defined as shown below