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…
Nishant Rana
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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,…
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…
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…
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…
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…
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…
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…
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…
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…