Use Content Ideas Copilot to generate email content ideas (Dynamics 365 Marketing)
Content Ideas Copilot can be used to quickly generate content ideas for emails based on topics (key points) and tone specified. To enable it, navigate to Settings >> Feature Switches >> Email Editor (Copilot) To see it in action, create or open an email record, and open the Copilot panel from the right panel or … Continue reading “Use Content Ideas Copilot to generate email content ideas… Continue...
Step by step – Deleting an existing plugin from Plugin Assembly (Dataverse)
Recently we had a requirement to remove an existing plugin, as that was no more required. Of course, we can simply disable the step here, but then going forward we might end up with too many such plugins and we will always have an overhead to make sure those steps are disabled, whenever we deploy … Continue reading “Step by step – Deleting an existing plugin from Plugin… Continue Reading Nishant Rana’s Article...
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 – Continue Reading Nishant Rana’s Article on their blog 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...
Use Query Assist Copilot to create Segments (Dynamics 365 Marketing)
Using Query Assist Copilot we can create segments easily through its Natural Language Processing (NLP) capability. Create a new Segment from Real-Time Marketing >> Audience >> Segments Specify the segment name and the target audience (either contact or lead) Now in Query Assist, we can specify the details of the segment It also provides us … Continue reading “Use Query Assist Copilot to create…...
Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)
Sales Copilot can be used to get the latest news for the company or account, from Lead, Opportunity, Contact, or Account form. 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 … Continue reading “Use Sales Copilot to get the latest news for...
Pin Activities in Timeline – Dynamics 365
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 … Continue reading “Pin Activities in Timeline – Dynamics 365” Continue Reading Nishant Rana’s Article on their blog...
How to use – User Multiplexing to get better performance for Data Migration /Integration using KingswaySoft Integration Toolkit for Dynamics 365 (Dataverse / SSIS)
Let us see how we can make use of User Multiplexing to get better performance. Below is our SSIS Package, which uses Data Spawner to create sample records, 20 K in this case, and CDS Destination to create those records (contact). Data Spawner is used to create the 20000 contact record. The CRM Connection is … Continue reading “How to use – User Multiplexing to get better performance for Data… Continue Reading Nishant...
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. 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 … Continue reading “Use Sales Copilot to get the summary of a lead and opportunity…...
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. On downloading the table details, we did not get a clear idea of what activity-type table was occupying that much space. So we raised … Continue reading “Cleaning up the ActivityPointBase to free up storage– Dataverse /… Continue Reading Nishant...
Reparent relationship cascading behavior in Dynamics 365 / Dataverse
Check out the below articles explaining in detail the Reparent behavior. About the reparent action Continue Reading Nishant Rana’s Article on their blog Reparent relationship cascading behavior in Dynamics 365 / Dataverse Check out the below articles explaining in detail the Reparent behavior. https://woodsworkblog.wordpress.com/2012/09/02/crm-2011-parental-relationship-behaviour-the-reparent-action-in-practise/...
Dataverse Custom API – Key Articles / Tool
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/… Continue Reading Nishant Rana’s Article on their blog...
Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity (Dynamics 365)
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. To … Continue reading “Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity… Continue Reading Nishant...
Enhanced Active Conversation form in Omnichannel for Customer Service – Dynamics 365
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 … Continue reading “Enhanced Active Conversation form in… Continue...
Use Sales Copilot to compose email messages (preview)– Dynamics 365
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. 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 … Continue reading “Use Sales Copilot to compose email messages (preview)–…...
Auto-create SharePoint Folder (SharePoint Document Location) on record create using Power Automate Flow (Dataverse)
We recently had a requirement to create the SharePoint folder automatically on the Account records creation, instead of having the users click on the Documents tab to create it. We could write a Power Automate flow to achieve this. Here we have enabled the Share Point server-based integration. Also, the SharePoint Site and the main … Continue reading “Auto-create SharePoint Folder (SharePoint… Continue Reading...
Using IntelliSense with Kupp Code Analytics
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 … Continue reading “Using IntelliSense with Kupp Code Analytics” Continue Reading Nishant...
How to – Upload a file by URL to SharePoint (Power Automate / Dataverse)
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 … Continue reading “How to – Upload a file by URL to SharePoint (Power Automate / Dataverse)” Continue Reading Nishant Rana’s Article on...
Trying out – CreateMultiple bulk operation message (Preview) in Dataverse (Dynamics 365)
As we know now we have the bulk operation messages – CreateMultiple, UpdateMutiple, and DeleteMultiple (only for elastic tables) released with UpsertMutilple coming soon. The messages allow us to work with records in bulk. Get more details here And in fact, now we can also write plugins against the CreateMultiple and UpdateMultiple messages. Get more … Continue reading “Trying out –… Continue Reading Nishant...
Date Time Fields (Date Only and User Local – Behaviour) in Power Automate (Dataverse)
Recently we faced an issue in our flow that was showing a different date that the date entered by the user for a date time field. Let us look at the below scenario to understand it. Say we have the below field Date and Time with Time Zone Adjustment as User Local created in CRM … Continue reading “Date Time Fields (Date Only and User Local – Behaviour) in Power… Continue Reading Nishant Rana’s Article on...
Fixed – The ‘CreateMultiple’ method does not support entities of type ‘none’. MessageProcessorCache returned MessageProcessor.Empty in Dataverse / Dynamics 365
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.. Continue Reading Nishant Rana’s Article on...
Blog Posts on Voice Channel – Dynamics 365 Omnichannel for Customer Service
Listing down the blog posts on Voice Channel setup and configuration for quick reference Continue Reading Nishant Rana’s Article on their blog Blog Posts on Voice Channel – Dynamics 365 Omnichannel for Customer Service Listing down the blog posts on Voice Channel setup and configuration for quick reference Provision Omnichannel for Customer Service trial –...
Customize label – Search customer, Search Issue in Conversation form – Omnichannel for Customer Service
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 … Continue reading “Customize label –… Continue...
Integrating PVA with Omnichannel Live Agent
For part 1 – Continue Reading Nishant Rana’s Article on their blog Integrating PVA with Omnichannel Live Agent https://vrushaliranjalkar.blog/2023/08/08/integrating-pva-with-omnichannel-live-agent-part-2/ For part 1 – https://vrushaliranjalkar.blog/2023/08/01/integrating-pva-with-omnichannel-live-agent-part-1/ Blog Syndicated with Nishant Rana’s...
Fixed – URL was not parsed due to an ODataUnrecognizedPathException or Bad Request – Error in query syntax (Power Automate)
We got the below error while trying to set a lookup field because of the incorrect syntax. or The incorrect syntax / formula – It should be either logicalcollectionname(GUID) Or logicalcollectionname/GUID https://nishantrana.me/2022/06/20/fixed-resource-not-found-for-the-segment-in-power-automate/ After setting it correctly, the flow ran successfully. Hope it helps.. Continue Reading Nishant Rana’s Article on their blog...
Getting Started – Installation and Setup Kupp Code Analytics
In the previous post, we covered key features and capabilities of Kupp Code Analytics – the powerful Visual Studio Extension for Power Platform and Dynamics 365 Developers. You can refer to it here In this blog post, we’d cover the installation and setup of the Kupp Code Analytics extension. To get the extension, inside Visual … Continue reading “Getting Started – Installation and Setup Kupp… Continue...
Fixed – Power Automate flow not getting triggered
We had one flow on the creation of an account record, our flow was running fine, and then we made a few changes to it and saved it, after which it stopped getting triggered. We could not figure out why it was not getting triggered so eventually we tried changing the Trigger Type to Added … Continue reading “Fixed – Power Automate flow not getting triggered” Continue Reading Nishant Rana’s Article on...
How to – Create an Automated low-code plug-in (Dataverse) (experimental)
In the previous post, where we installed the Dataverse Accelerator app and saw how to write basic low-code Instant Plugins. Here we’d look at the Automated low-code Plugins. Select the New Plugin option in the Dataverse Accelerator app to create Automate Plugins. We get the option to select the table, the event, define the behavior … Continue reading “How to – Create an Automated low-code… Continue Reading...
How to – Create an Instant low-code plug-in (Dataverse) (experimental)
Low-code plug-in is a new experimental feature released by Microsoft, for early adopters, not meant to be used in production. As per Microsoft, “the experimental features can change radically or completely disappear at any time“. There are 2 types of low-code plug-ins we can write – Instant and Automated. Instant plug-ins are triggered manually and … Continue reading “How to – Create an… Continue...
Try the new modern look for the Model-driven app (Preview)
The new modern refreshed look for the Model-driven app can be enabled from Maker Portal >> Model-driven App (Edit) >> Settings >> Upcoming – Try the new look and feel (preview) The new look makes use of the latest Fluent UI React Components Or now we see the option to Try the new look in … Continue reading “Try the new modern look for the Model-driven… Continue Reading Nishant...
Based on entity behavior for SharePoint Folder – Dynamics 365 / Dataverse
After enabling Server-Based SharePoint Integration, inside Document Management Settings, we can specify folder structure to be based on the entity either Account or Contact. Here we have opted for Account-based first. We can see the following folders created on the SharePoint site, that take the table or entity name. And the records folder for Accounts … Continue reading “Based on entity… Continue Reading Nishant...
Extend access token lifetime
Originally posted on @ramontebar ??: Imagine you have an external system pushing some customer data to your Dynamics 365 environment overnight and sometimes it requires longer than an hour throwing a 401 error. In this article, I’ll describe how you can extend the lifetime of the access token used to connect to the Microsoft Dataverse API… Continue Reading Nishant Rana’s Article on their blog Extend access token...
Send bulk email / direct email to Customers – Dynamics 365
To enable the option of sending bulk email / direct mail in Unified Interface, we can navigate to Settings >> Administration >> System Settings >> Email >> Enabled Send Direct Email Action in Unified Interface Now on selecting the record(s) of email enabled table, we get the option “Send Direct Email” We can also specify … Continue reading “Send bulk email / direct email...
Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics 365 Marketing
Recently we got the below error while trying to open the files in our Real-time marketing Assets Library. We raised the Microsoft Support ticket for this and got the issue fixed. This was because our environment was in Admin mode. (as we were going live so had kept it in admin mode, till we verify … Continue reading “Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics… Continue Reading...
Fixed – We can’t find the form page you’re trying to load – Dynamics 365 Marketing
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...
Fixed – The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms in Dynamics 365 Marketing
Recently we were getting the below issue for our Marketing Forms hosted on an external website on a particular authenticated domain. The pages were working fine in other authenticated domains. “The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms. Otherwise, a browser extension or plugin … Continue reading “Fixed – The domain where this… Continue...
Interesting articles on Plugin behavior – Dynamics 365 / Dataverse
Found below interesting articles, do check out- Can we create child records in Pre-Operation Plugin?https://community.dynamics.com/forums/thread/details/?threadid=1e757e7a-60b2-4fc6-9a94-acea44b18f8c What happens when we use ExecuteMultiple within Plugin?https://www.inogic.com/blog/2015/11/executemultiple-workflow-or-plugin-assemblies/ Continue Reading Nishant Rana’s Article on their blog Interesting articles on Plugin behavior...
ParentContext property of IPluginExecutionContext – Dynamics 365 / Dataverse
Recently we had to write a plugin that should trigger only when a user has manually associated the record from the form (N-N relationship). This was because we were also doing the same association through another plugin, in which case we didn’t want this new plugin to trigger. Here we can make use of ParentContext … Continue reading “ParentContext property of IPluginExecutionContext –… Continue Reading Nishant...
Associate/Disassociate plugin messages in CRM
Originally posted on Rajeev Pentyala – Microsoft Power Platform: In CRM, the Associate or Disassociate event happens If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid. Entity Associate View In Plugins, the Associate & Disassociate messages behave little different than… Continue Reading Nishant Rana’s Article on their...
Missing dependencies – You’ll need to import the following items to this environment error while importing the solution – Dynamics 365 / Dataverse
Recently while trying to import one of the solutions we got the below error Missing dependencies. You’ll need to import the following items to this environment. It was referring to one of the Managed Solutions – DynamicsMKT_PushNotification, managed by Microsoft, for Microsoft Dynamics 365 Marketing. We realized that the source environment had a higher version … Continue reading “Missing… Continue Reading...
Sample Code – Enable / Disable Plugin Step (sdkmessageprocessingstep) Dynamics 365 / Dataverse
Recently we had to disable plugin steps as part of data migration, below is the sample code we can use, either specify the name of the assembly, plugin, or plugin step as we are using the “begins with” condition or make changes as required. Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Sample Code – Enable / Disable Plugin Step (sdkmessageprocessingstep) Dynamics 365 / Dataverse Recently...
Fixed – 0x90000010 Can not retrieve view’s metadata (Dynamics 365)
We were recently getting the below error in one of the views in the Dashboard. 0x90000010 Can not retrieve view’s metadata The issue occurred because we had converted that Dashboard from a personal to System / Public Dashboard using the below wonderful XrmToolbox Plugin, https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.PersonalViewsMigration/, which converted it to System Dashboard… Continue Reading Nishant...
Set DefaultSelectedItems of Combobox on App OnStart – Custom Page -Power Apps (Dataverse)
Recently in one of our custom pages, we had to set the default value (DefaultSelectedItems) of the combo box based on one of the lookup fields on the record. We were opening the custom page from the ribbon button on the form. Below is our function to pass the record’s GUID to the custom page … Continue reading “Set DefaultSelectedItems of Combobox on App OnStart – Custom Page -Power… Continue Reading Nishant...
Fixed – View Name as Blank in Dynamics 365 / Model-driven app
Recently we faced an issue where one of the views was not showing its Name in the app. On selecting the View Selector, we were not getting the option to select that view. Checking in a Vanilla CRM instance, we can see it is OOB My Activities view. To fix it, we had to edit … Continue reading “Fixed – View Name as Blank in Dynamics 365 / Model-driven app” Continue Reading Nishant Rana’s Article on...
My CRM is Automatically Sending E-mails to Regarded Appointments
Originally posted on Atrio Systems Provides Value, Tips & Lessons Learned: Problem A common problem that many users report in CRM is that the system is automatically sending out e-mail notifications to recipients for CRM Appointments without the user’s permission. However, you know CRM doesn’t automatically send out Appointment e-mails and there are no background processes or… Continue Reading Nishant...
Fix – Exception in creation of lead (Dynamics 365 Marketing)
We were getting this error in the submission of one of our outbound Marketing forms. Activity id: e1ede147-efb6-457d-bc19-826c6176a2e4, Request id: jH7xRiEzGFTdZQTbE2fkh9_Z_WtjumCqJERuYZbGSL0_0, Exception: Entity ‘Contact’ With Id = 896b960d-c5d7-4c4d-95c7-a9e226afbf8e Does Not Exist The form had only the Lead form matching defined and Only leads for Update contacts / leads. So here because of… Continue Reading...
Fixed – Expect non-empty Guid while importing solution in Dynamics 365/ Dataverse
While trying to import the solution (patch), we were getting the below error. “Expected non-empty Guid” There was hardly any detail in the log file also We tried removing the solution component one by one in our source environment and trying the import again in the target environment. Eventually removing the Pages (custom page) allowed … Continue reading “Fixed – Expect non-empty Guid while… Continue...
How to – set Calendar View to start the week from Monday – Dynamics 365
By default, if the calendar view is starting on Sunday for the week as shown below, we can update the system settings, to start it on Monday or any other day From Administration >> System Settings > > Formats >> Customize (Current Format) Specify the First Day of Week On update, we can see the … Continue reading “How to – set Calendar View to start the week from Monday –… Continue...
Configure Facebook Channel – Omnichannel (Dynamics 365 Customer Service)
To setup Facebook Channel, Login to https://developers.facebook.com/, create a new account or use an existing developer account Create a new Facebook App Select the app type as Business Provide an appropriate name and create the app. Select Messenger as the Product for the app. Next either add an existing page or create a new one … Continue reading “Configure Facebook Channel – Omnichannel… Continue Reading...
Fix – The label ‘ ‘, id: ” already exists. Supply unique labelid values while importing solution – Dynamics 365
Recently while trying to import the solution, we got the below error – The tab tag was missing the labelid property. Adding it back to the FormXml using FormXmlManager XrmToolBox plugin fixed it. Also check – https://nishantrana.me/2022/11/11/adding-contact-insights-account-insights-to-the-form-dynamics-365-marketing/ Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Fix – The label ‘...
Configure WhatsApp channel – Omnichannel (Dynamics 365)
To configure the WhatsApp channel, we need to set up the account in the Customer Service Admin Center. Navigate to Customer Support >> Channels >> Messaging Accounts (Manage) Select the New Account option there Select WhatsApp as the channel Next, we need Account SID and Authentication token. To get this information we need to create … Continue reading “Configure WhatsApp channel –… Continue...