Microsoft Dynamics CRM – Page 5 – Nishant Rana's Weblog

The user cannot write data to this table, only the integration users may write data to this table – Dynamics 365 Project Operations

We configured the Project Operations app in one of our Dataverse Environments, and while creating a Company record we got the below error.

Exception Message: OrganizationServiceFault Microsoft.Xrm.Sdk.InvalidPluginExecutionException: “The user be60d0fd-778e-ee11-be36-00224893a88b cannot write data to this table, only the integration users may write data to this table.” At Mcrosoft.Dynamics.FOCommon.Plugins.Services.ReadonlyEntityService.PreModify(LocalPluginContext localcontext) at Microsoft.Dynamics.FOCommon.Plugins.PluginBase.Execute(IServiceProvider serviceProvider)

Plugin: ExceptionFromPluginExecute: Microsoft.Dynamics.FOCommon.Plugins.ReadonlyEntityPreModify

The error is because the system doesn’t allow creating a Company in the Dataverse / Dynamics 365 Project Operations App. Ideally, it has to be created at the F&O end and integrated with the Dataverse Environment.

Company Concept in Dataverse

The steps to setup / initialize the company data

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/bootstrap-company-data

This was because we had unintentionally installed the dual-write application orchestration package that installs multiple solutions in their Microsoft Dataverse environment, which added the company table.

https://learn.microsoft.com/en-us/dynamics365/project-operations/environment/resource-manual-deploy-dataverse-dualwrite

So one option is to remove the Dual Write solutions installed in that environment.

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/uninstall-solutions

As mentioned, for Dynamics 365 Notes we got the below error, for which we need to raise a Support Ticket.

Luckily in our case, we had just created the environment a few days back, so had the option to Reset it. So we eventually took the path of resetting the environment with the Project Operations app selected.

Hope it helps..

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Write an email (Copilot) in Dynamics 365 Customer Service

Using the Write an email functionality of Copilot in Dynamics 365 Customer Service, the agents can quickly create responses, which they can use for their email.

To enable it navigate to Customer Service admin center >> Agent experience >> Productivity >> Copilot help pane (Manage)

Check the For email option and save.

We can see the Write an email tab added to the Copilot help pane. It gets enabled in the context of an email record.

As soon as we open an email, we get predefined prompts like Suggest a call, Request more information along with the option to describe what exactly we are looking for.

Here we have selected Resolve the customer’s problem prompt.

As we have an Average order shipment time case record associated with the email, the copilot refers to the existing published Knowledge base articles specific to shipment to generate the appropriate response.

The corresponding knowledge article.

The agent can click on Copy to copy the response to an email, can review and edit it further (if required), or can start over and can select a different prompt to generate a different response.

Get more details here

Hope it helps..

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Ask a Question (Copilot) in Dynamics 365 Customer Service

Agents can use the “Ask a question” functionality from within the Copilot help pane, to ask questions for quick resolution of the case.

To enable it navigate to Customer Service admin center >> Agent Experience >> Productivity >> Copilot help pane (preview) (Manage)

Check Make Copilot available to agents option and save the settings.

Back in Customer Service Hub (or any other apps where we have Copilot enabled), we can see the Ask a Question tab in the Copilot help pane.

We can then post our questions, specific to the case in hand.

Below we can see we have asked for any policy about defective items and the response we received.

It also mentions the source from which it got the response.

The copilot uses the internal (Published) Knowledge Articles to generate the responses.

If we go back to the setting where we enabled the Copilot help pane, we can see the message at the top about the knowledge base articles being used. Apart from the internal Knowledge base, a maximum of 5 trusted domains can be configured and can be used to produce the result.

Get all the details here

Hope it helps..

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Use Copilot to summarize cases – Dynamics 365 Customer Service

We can make use of copilot to summarize the cases. It applies to cases that are canceled and resolved also.

To enable it Navigate to the Customer Service admin center >> Agent Experience >> Productivity >> Summaries (Manage)

Check the Make case summaries available to agents option and save the setting.

Now when we open a Case record, we can see the Case Summary card added, collapsed by
default.

We can expand it to see the summary generated.

We can copy it, regenerate it, provide feedback etc.

The case summary considers key Case details like Case Title, Subject, Priority, Case Type, Description, Product, Emails, and Linked Notes as shown below.

The agents can quickly get the required details from the case summary instead of going through all the key fields, emails, and notes associated, thus allowing them to resolve the case quickly.

Hope it helps..

Use SuppressDuplicateDetection parameter of Request to throw an exception in case of duplicates – Dataverse / Dynamics 365

We can make use SuppressDuplicateDetection optional parameter of the Request if we want the configured duplicate detection rules to run and throw an exception while creating or updating the record.

We will use the below out-of-the-box duplicate detection rule, that checks for lead having same email address.

Below is our code and we can see the lead records with the same email address getting created without any exception.

Now we have updated the code to use the SuppressDuplicateDetection optional parameter. We have set it as false.

As expected this time we get the exception.

“The record was not created or updated because a duplicate of the current record already exists.”

Hope it helps..

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Find email templates faster with the new Insert Template dialog – Dynamics 365 / Dataverse

The new insert template dialog box adds features to quickly find and insert the appropriate email template.

For the below email record, we have a contact, account, and user type record selected in To (Regarding), click on Insert Template to open the dialog box.

The new dialog box allows selecting the view for filtering the email templates.

Clicking on Filter shows the filter for the selected view, and allows updating the filter to find the required template.

The Record options allow filtering the views based on the record type specified in the To (Regarding)

Selecting the A. Datum Corporation (Sample) account record, filters the view to show email templates related to the account.

We can also specify the type of view – either List (default), Grid, or Tiles.

From Advanced Settings >> System Settings >> Email tab, we can control these options i.e. specify the default view, and show and hide for Record and Filter options.