With the 2023 Release Wave 2, as per Microsoft Documentation, we can pin activities such as records to the top of the timeline.
We could see that option available for the Notes in the timeline.
It also shows the number of records pinned.
To unpin it, we need to click the icon again, and the record will move to its original position.
Hope it helps..
Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login.
We can use the prompt catchup with lead or catchup with opportunity followed by @ and the name of the record.
Sales Copilot uses Audit History to show the recent updates.
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 catch-up feature, the first 10 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 generating the catchup content.
Below if we select the Open Opportunities view, we can see its corresponding fields that will be considered for the catchup.
We can open an existing lead or opportunity record or from the Chat tab of Sales Copilot can use catchup with opportunity prompt as shown below to get the updates.
We can see the catch-up details generated.
Also, we see another prompt – “Catch up since my last
login (16 hours ago)”, along with “catchup with lead or opportunity” prompt
If there are no updates to a record in the last 16 hours, we get the below message.
Get more details here.
Hope it helps..
The conversation form in Omnichannel is now updated to allow agents to view and edit customer and case information more efficiently.
To enable it, Inside Customer Service Admin Center app – navigate to Workspaces >> Active Conversation form settings (Manage)
Before we enable it let us have a look at the exiting conversation form.
Now let us enable and compare it with the enhanced one.
We can see the form displaying a Customer 360 Card for Customer (Contact or Account), which also allows for inline editing of details from within the Conversation form, and a similar card showing case details and allowing for inline editing. The fields that are displayed are configurable.
Another change is the color-coded priority and case status field for easy discoverability for the agents.
Hope it helps..
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..
Listing down the blog posts on Voice Channel setup and configuration for quick reference
Recently we saw the below error in one of our marketing forms hosted on the website –
We can’t find the form page you’re trying to load: <div data-editorblocktype=”FormBlock” data-form-block-id=”64d87bc7-279d-ed11-aad1-00224814fd52″></div>. Please check your page setup.
This occurs if the form is not Live.
Making the form “Go live” will fix the issue.
Hope it helps..
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