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GET https://nishantrana.me/

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NISHANT RANA'S WEBLOG

Everything related to Microsoft .NET Technology

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Featured


RECENT POSTS

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Search this blog
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USE SALES COPILOT TO GET RECENT UPDATES (CATCHUP) ON A LEAD AND OPPORTUNITY
(DYNAMICS 365)


ENHANCED ACTIVE CONVERSATION FORM IN OMNICHANNEL FOR CUSTOMER SERVICE –
DYNAMICS 365


USE SALES COPILOT TO COMPOSE EMAIL MESSAGES (PREVIEW)– DYNAMICS 365


AUTO-CREATE SHAREPOINT FOLDER (SHAREPOINT DOCUMENT LOCATION) ON RECORD CREATE
USING POWER AUTOMATE FLOW (DATAVERSE)


USING INTELLISENSE WITH KUPP CODE ANALYTICS


HOW TO – UPLOAD A FILE BY URL TO SHAREPOINT (POWER AUTOMATE / DATAVERSE)


TRYING OUT – CREATEMULTIPLE BULK OPERATION MESSAGE (PREVIEW) IN DATAVERSE
(DYNAMICS 365)


DATE TIME FIELDS (DATE ONLY AND USER LOCAL – BEHAVIOUR) IN POWER
AUTOMATE (DATAVERSE)


FIXED – THE ‘CREATEMULTIPLE’ METHOD DOES NOT SUPPORT ENTITIES OF TYPE ‘NONE’.
MESSAGEPROCESSORCACHE RETURNED MESSAGEPROCESSOR.EMPTY IN DATAVERSE /
DYNAMICS 365


BLOG POSTS ON VOICE CHANNEL – DYNAMICS 365 OMNICHANNEL FOR CUSTOMER SERVICE


CUSTOMIZE LABEL – SEARCH CUSTOMER, SEARCH ISSUE IN CONVERSATION FORM –
OMNICHANNEL FOR CUSTOMER SERVICE


INTEGRATING PVA WITH OMNICHANNEL LIVE AGENT


FIXED – URL WAS NOT PARSED DUE TO AN ODATAUNRECOGNIZEDPATHEXCEPTION OR BAD
REQUEST – ERROR IN QUERY SYNTAX (POWER AUTOMATE)


GETTING STARTED – INSTALLATION AND SETUP KUPP CODE ANALYTICS


FIXED – POWER AUTOMATE FLOW NOT GETTING TRIGGERED


HOW TO – CREATE AN AUTOMATED LOW-CODE PLUG-IN (DATAVERSE) (EXPERIMENTAL)


HOW TO – CREATE AN INSTANT LOW-CODE PLUG-IN (DATAVERSE) (EXPERIMENTAL)


TRY THE NEW MODERN LOOK FOR THE MODEL-DRIVEN APP (PREVIEW)


BASED ON ENTITY BEHAVIOR FOR SHAREPOINT FOLDER – DYNAMICS 365 / DATAVERSE


DYNAMICS CRM WEB API C# AUTO REFRESH ACCESS TOKEN WHILE PERFORMING API REQUEST
TO CDS


EXTEND ACCESS TOKEN LIFETIME


SEND BULK EMAIL / DIRECT EMAIL TO CUSTOMERS – DYNAMICS 365


FIXED – THIS ASSETS-OCE.MKT.DYNAMICS.COM PAGE CAN’T BE FOUND IN DYNAMICS
365 MARKETING


FIXED – WE CAN’T FIND THE FORM PAGE YOU’RE TRYING TO LOAD – DYNAMICS
365 MARKETING


FIXED – THE DOMAIN WHERE THIS FORM IS EMBEDDED MIGHT NOT BE ENLISTED AS A DOMAIN
RECORD FOR EXTERNALLY HOSTED FORMS IN DYNAMICS 365 MARKETING


INTERESTING ARTICLES ON PLUGIN BEHAVIOR – DYNAMICS 365 / DATAVERSE


PARENTCONTEXT PROPERTY OF IPLUGINEXECUTIONCONTEXT – DYNAMICS 365 / DATAVERSE


ASSOCIATE/DISASSOCIATE PLUGIN MESSAGES IN CRM


MISSING DEPENDENCIES – YOU’LL NEED TO IMPORT THE FOLLOWING ITEMS TO THIS
ENVIRONMENT ERROR WHILE IMPORTING THE SOLUTION – DYNAMICS 365 / DATAVERSE


SAMPLE CODE – ENABLE / DISABLE PLUGIN STEP (SDKMESSAGEPROCESSINGSTEP) DYNAMICS
365 / DATAVERSE


FIXED – 0X90000010 CAN NOT RETRIEVE VIEW’S METADATA (DYNAMICS 365)


SET DEFAULTSELECTEDITEMS OF COMBOBOX ON APP ONSTART – CUSTOM PAGE -POWER
APPS (DATAVERSE)


FIXED – VIEW NAME AS BLANK IN DYNAMICS 365 / MODEL-DRIVEN APP


MY CRM IS AUTOMATICALLY SENDING E-MAILS TO REGARDED APPOINTMENTS


FIX – EXCEPTION IN CREATION OF LEAD (DYNAMICS 365 MARKETING)


FIXED – EXPECT NON-EMPTY GUID WHILE IMPORTING SOLUTION IN DYNAMICS
365/ DATAVERSE


HOW TO – SET CALENDAR VIEW TO START THE WEEK FROM MONDAY – DYNAMICS 365


CONFIGURE FACEBOOK CHANNEL – OMNICHANNEL (DYNAMICS 365 CUSTOMER SERVICE)


FIX – THE LABEL ‘ ‘, ID: ” ALREADY EXISTS. SUPPLY UNIQUE LABELID VALUES WHILE
IMPORTING SOLUTION – DYNAMICS 365


CONFIGURE WHATSAPP CHANNEL – OMNICHANNEL (DYNAMICS 365)


DISABLE EXPORT AND PRINT BUTTON IN DYNAMICS 365 CE (CRM) REPORT VIEWER.


CONNECT POWER AUTOMATE TO TWITTER USING A BRING YOUR OWN APP APPROACH


FIX – MISSING DEPENDENCIES ERROR WHILE IMPORTING SOLUTION (DYNAMICS 365)


USING CUSTOMER LOOKUP IN CANVAS APPS (DATAVERSE)


FIXED – CANVAS APP / CUSTOM PAGE NOT SHOWING DATA (DATAVERSE / POWERAPPS)


ENHANCED CASE EXPERIENCE – FULL CASE FORM – DYNAMICS 365 CUSTOMER SERVICE


OVERVIEW AND KEY FEATURES OF KUPP CODE ANALYTICS (VISUAL STUDIO EXTENSION FOR
DYNAMICS 365 / POWER APPS)


FAULTEXCEPTION – RETRIEVEMULTIPLE: GETENTITYDATABYFETCHSEARCH WHILE USING
CONFIGURATION MIGRATION TOOL – DATAVERSE / DYNAMICS 365


NOTES CONTROL – DYNAMICS 365


DUE OPEN ACTIVITIES CONTROL – DYNAMICS 365


ATTACHMENT CONTROL – DYNAMICS 365


MULTIPLE WAYS TO CALL AZURE FUNCTION IN DYNAMICS 365.


HOW TO SET DATE PICKER AS BLANK (NULL)- CANVAS APPS / DATAVERSE


ENABLE EMAIL ADDRESS VALIDATION (PREVIEW) IN THE MODEL DRIVEN APP / DYNAMICS 365


FIXED – EXCEPTION IN CREATION OF LEAD (DYNAMICS 365 MARKETING)


HOW TO – EXTEND (RECOVER) THE TRIAL ENVIRONMENT (DATAVERSE / DYNAMICS 365)


MANAGE SECURITY ROLES USING THE NEW MODERN UI (PREVIEW) – POWER PLATFORM
ADMIN CENTER


{DYNAMICS CRM ERROR} THE FORMATTER THREW AN EXCEPTION WHILE TRYING TO
DESERIALIZE THE MESSAGE


GET REQUIREDATTENDEE (REQUIRED) FROM THE MEETING (APPOINTMENT) TABLE – POWER
AUTOMATE / DATAVERSE


FILTER ROWS USING CONTAINS, STARTSWITH AND ENDWITH POWER AUTOMATE – DATAVERSE


USING EXISTING WEB RESOURCES (IMAGE) AND ICONS FOR BUTTON/ COMMAND – DYNAMICS
365 / MODEL-DRIVEN APPS


HIDE SHOW BUTTON IN COMMAND BAR / RIBBON IN DYNAMICS 365 / MODEL-DRIVEN APP (FOR
QUICK REFERENCE)


ERROR WHEN TRYING TO RETRIEVE DATA FROM THE NETWORK – POWER APPS/ DATAVERSE


ERROR WITH GLOBAL CHOICE / OPTIONSET WITH THE SAME DISPLAY NAME AND IN OPERATOR
– POWER APPS / DATAVERSE


APPLYING FILTER ON MULTI CHOICES / MULTI-SELECT OPTIONSET – POWER APPS
/ DATAVERSE


FIXED – INVALID DATA FROM THE NETWORK ERROR IN THE CUSTOM PAGE – POWER APPS
/ DATAVERSE


USING SORT, DISTINCT, FILTER TOGETHER FOR COMBO BOX ITEMS– CANVAS
APPS (DATAVERSE)


HOW TO – SWITCH BETWEEN ENHANCED AND LEGACY (DEFAULT) MULTISESSION WORKSPACE IN
CUSTOMER SERVICE WORKSPACE


COMBO BOX SHOWING BLANK VALUES IN CASE OF MULTIPLE CONDITIONS – CANVAS
APP (DATAVERSE)


HOW TO – CREATE MARKETING FORM SUBMISSION RECORD THROUGH FLOW (POWER AUTOMATE) –
DYNAMICS 365 MARKETING


DATAVERSE | ‘APP OPENER’ SECURITY ROLE


FIXED – GLOBAL VARIABLES ARE NOT ALLOWED IN STARTSCREEN (POWERAPPS /
CUSTOM PAGE)


GET ENVIRONMENT VARIABLES VALUE USING JAVASCRIPT


USING ADDPROPERTY TO DYNAMICALLY ADD A CUSTOM PROPERTY TO A JSON OBJECT –
POWER AUTOMATE


STOP / GO LIVE LEAD SCORE MODEL BEHAVIOR IN DYNAMICS 365 MARKETING


NOTIFICATION TEMPLATE IN OMNICHANNEL VOICE (DYNAMICS 365 CUSTOMER SERVICE)


FIXED – POWER VIRTUAL AGENTS BOTS FOR VOICE NOT WORKING (DYNAMICS 365 CUSTOMER
SERVICE OMNICHANNEL)


LIST ROWS, SELECT COLUMNS, AND LOOKUP FIELD – POWER AUTOMATE / DATAVERSE


AGENTS NOT RECEIVING CALLS IN OMNICHANNEL VOICE – DYNAMICS 365 CUSTOMER SERVICE


USING COALESCE FUNCTION TO HANDLE NULL VALUE IN POWER AUTOMATE – DATAVERSE


HOW TO – CONFIGURE VOICEMAIL WORKSTREAM AND QUEUE – DYNAMICS 365
CUSTOMER SERVICE


HOW TO – ENABLE DESKTOP NOTIFICATIONS WHEN THE APP IS IN THE BACKGROUND –
DYNAMICS 365 CUSTOMER SERVICE (OMNICHANNEL – VOICE)


DYNAMICS 365 – DIFFERENT WAYS OF SHOWING FORM LEVEL ERROR MESSAGES –
SETFORMNOTIFICATION | SETISVALID


FIXED – AUTOMATED MESSAGES NOT WORKING IN VOICE CHANNEL – DYNAMICS 365
CUSTOMER SERVICE


HOW TO – SET DEFAULT VALUE FOR THE COMBO BOX IN CANVAS APPS (DATAVERSE)


ENABLE SOUND NOTIFICATIONS IN OMNICHANNEL (VOICE AND OTHER CHANNELS) – DYNAMICS
365 FOR CUSTOMER SERVICE


UNDERSTANDING OVERFLOW HANDLING – WORK ITEM LIMIT EXCEEDS IN VOICE CHANNEL –
OMNICHANNEL (DYNAMICS 365 CUSTOMER SERVICE)


CALCULATED COLUMN INSIDE PLUGIN? – DATAVERSE / DYNAMICS 365


UNABLE TO INSTALL THE PROFILER. UNHANDLED EXCEPTION:
SYSTEM.INVALIDCASTEXCEPTION: UNABLE TO CAST OBJECT OF TYPE
‘MICROSOFT.XRM.SDK.ENTITY’ TO TYPE ‘CRMSDK.PLUGINTYPE’ IN DYNAMICS 365
/ DATAVERSE


HOW TO – HANDLE SINGLE QUOTE/APOSTROPHE IN FILTER ROWS IN POWER
AUTOMATE (DATAVERSE)


HOW TO – CONFIGURE VOICEMAIL IN OMNICHANNEL VOICE CHANNEL – DYNAMICS 365
CUSTOMER SERVICE


HOW TO – ASSIGN A PERSONAL PHONE NUMBER TO AGENTS IN VOICE CHANNEL
(OMNICHANNEL)– DYNAMICS 365 CUSTOMER SERVICE


CONNECT VOICE CHANNEL TO USING AN EXISTING AZURE COMMUNICATION SERVICES (ACS)
RESOURCE – DYNAMICS 365 CUSTOMER SERVICE


RESOLVED – REQUEST TO XRM API FAILED WITH SERVER ERROR: ‘MESSAGE: TIMEOUT
OCCURRED WHEN CALLING THE XRM API’ CODE: INNERERROR: TYPE:
SYSTEM.THREADING.TASKS.TASKCANCELEDEXCEPTION MESSAGE: A TASK WAS CANCELED IN
POWER AUTOMATE


POWER AUTOMATE: SHARE RECORD USING UNBOUND ACTION


PLUGIN REGISTRATION PROFILE RECORD NOT GETTING CREATED – DATAVERSE /
DYNAMICS 365


HOW TO – ENABLE INBOX FOR AGENTS IN DYNAMICS 365 CUSTOMER SERVICE WORKSPACE
/ OMNICHANNEL


MANAGE CUSTOM PRESENCE – DYNAMICS 365 CUSTOMER SERVICE (OMNICHANNEL)


HOW TO – ENABLE MARKETING INTERACTIONS IN LEAD AND CONTACT TIMELINE – DYNAMICS
365 MARKETING


USE COMMAND CHECKER (RIBBONDEBUG=TRUE) TO IDENTIFY THE RIBBON CUSTOMIZATIONS
ISSUE – DATAVERSE / DYNAMICS 365

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Author Nishant RanaPosted on October 2, 2020February 9, 2023Categories Microsoft
Dynamics 3653 Comments on Recent Posts


USE SALES COPILOT TO GET RECENT UPDATES (CATCHUP) ON A LEAD AND OPPORTUNITY
(DYNAMICS 365)

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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 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..

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Author Nishant RanaPosted on September 7, 2023September 4, 2023Categories
Copilot, CRM, Dynamics 365, Microsoft Dynamics 365Tags Copilot, Microsoft
Dynamics 365, Microsoft Dynamics CRM1 Comment on Use Sales Copilot to get recent
updates (Catchup) on a lead and opportunity (Dynamics 365)


ENHANCED ACTIVE CONVERSATION FORM IN OMNICHANNEL FOR CUSTOMER SERVICE –
DYNAMICS 365

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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..

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Author Nishant RanaPosted on September 6, 2023August 24, 2023Categories Dynamics
365 for Customer Service, Microsoft Dynamics 365, Omnichannel, Voice, Voice
ChannelTags Dynamics 365 for Customer Service, Microsoft Dynamics 365, Microsoft
Dynamics CRM, Omnichannel, Voice, Voice Channel1 Comment on Enhanced Active
Conversation form in Omnichannel for Customer Service – Dynamics 365


USE SALES COPILOT TO COMPOSE EMAIL MESSAGES (PREVIEW)– DYNAMICS 365

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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 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

The Compose refers to the AI-driven email insights here.

Let us create a new Email from the timeline of the lead record.



We can see the Sales Copilot Compose in the inactive state right now. It becomes
active when opening an email record or creating a new email record with either
lead or opportunity in the Regarding field.

On the new email record, we can see the Compose tab enabled, and the option
Describe the email you want.

We get the option to specify the statement, for which the content should be
generated.

Below we can see the suggested content

We also get the option to Add content to the Email, Copy it

Adust tone and add more details

Also, Restore the last version, Try again, Start Over

Similarly, in the case of replying to an email we get the below options to start
with along with an Email Conversation Summary.

Selecting the Address a Concern option generates the following content.

Get all the details here

Hope it helps..

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Author Nishant RanaPosted on September 5, 2023September 2, 2023Categories
Copilot, CRM, Dataverse, Microsoft Dynamics 365Tags Copilot, CRM, Dataverse,
Dynamics 365, Microsoft Dynamics 365, PowerAppsLeave a comment on Use Sales
Copilot to compose email messages (preview)– Dynamics 365


AUTO-CREATE SHAREPOINT FOLDER (SHAREPOINT DOCUMENT LOCATION) ON RECORD CREATE
USING POWER AUTOMATE FLOW (DATAVERSE)

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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 or parent folder for the Account are already
created/configured.



Below is the corresponding Document location record for the parent Account
folder.



 * So basically, we will create a new folder inside the Account folder in the
   SharePoint site configured in CRM.
 * Then create a new SharePoint Document Location record specifying the Account
   document location as a parent.
 * And then Associate / Relate the new account record created with this new
   document location record.

Below is how our Flow will look like –



 1. Triggers on Account record creation.





2. Create a new folder inside Account Folder, here for the name of the folder we
are using the format “AccountName_AccountNumber“

3. Create a new Document Location record, associating the Account document
location with the parent location record. Here we are specifying the same folder
name in the relative URL.

We can also fetch the GUID of the Account document location and/or use a
variable to store the GUID.

4. Lastly, we are associating these 2 new records.





Below is our newly created account record.



Below we can see our flow ran successfully.



We can see the new folder created and associated.



Here if we click the Documents tab immediately after creating the account
record, before our flow runs, we might have the OOB folder also getting created
along with our custom folder (flow being asynchronous). If our custom folder is
already created and associated before the user clicks on the documents tab, then
CRM will not be creating a new folder.



Hope it helps..

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Author Nishant RanaPosted on August 30, 2023August 15, 2023Categories Dataverse,
Microsoft Dynamics 365, Microsoft Flow, Microsoft Flows, Power Automate,
SharePointTags Dataverse, Microsoft Dynamics 365, Power Automate, SharePoint1
Comment on Auto-create SharePoint Folder (SharePoint Document Location) on
record create using Power Automate Flow (Dataverse)


USING INTELLISENSE WITH KUPP CODE ANALYTICS

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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 of the environment it is configured to, which it uses for IntelliSense.

To refresh the Metadata cache, or configure and manage the connection, navigate
to Extensions >> Kupp Code Analytics >> Connection

Let us look at different places where we get the IntelliSense.

Starting with the entity or table, we can see it suggesting all the tables in
that Environment.

If we have specified the entity name, when it comes to attributes or columns, we
can see it suggesting all the attributes specific to that table.

Getting attributes with specific type lists only attributes having the same
type.

For EntityReference – we can see it suggesting all the lookup fields.

Same for Money –

And for OptionSetValue –

It also suggests the attribute’s value in the case of Option Sets


IntelliSense also applies to Relationships, we can see it suggesting only
contact-related relationships.

Apart from our Plugin and Console Applications (C#), we have the Intellisense
feature available for our client-side code as well (JS/TS).



To configure we can navigate to Options >> Kupp Code Analytics >> General


Currently, the IntelliSense support is limited to retrieve operation only.

It suggests,

the name of the entity –

different query options –

attributes specific to the entity –

Filter
operators –

Query
functions –

Thus using the IntelliSense feature that provides real-time suggestions, the
development team can code efficiently, reduce typing errors, develop faster, and
maintain code consistency.

Get all the details here –

https://docs.kuppsoft.com/Kupp-Code-Analytics/CA-Reference/CA-IntelliSense-(.NET)

https://docs.kuppsoft.com/Kupp-Code-Analytics/CA-Reference/CA-OData-IntelliSense

Hope it helps..

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Author Nishant RanaPosted on August 29, 2023August 29, 2023Categories CRM,
Dataverse, Dynamics 365, Kupp Code Analytics, Microsoft Dynamics 365Tags
Dataverse, Dynamics 365, Kupp Code Analytics, Microsoft Dynamics 3651 Comment on
Using IntelliSense with Kupp Code Analytics


HOW TO – UPLOAD A FILE BY URL TO SHAREPOINT (POWER AUTOMATE / DATAVERSE)

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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 among many awesome products by Schiit)

Below is how our flow looks like

Here we already have Server-Based SharePoint integration enabled.
https://nishantrana.me/2023/07/28/based-on-entity-behavior-for-sharepoint-folder-dynamics-365-dataverse/

The flow triggers when there is an update in the File URL field of the contact
record.


Next, we are using HTTP action to use the GET method to get the content of the
file. As it is a public URL we haven’t specified any Authentication.

Next, we are using Create File action of SharePoint, we have specified the Site
Address, Folder Path, File Name, and most importantly the Body of the HTTP
action to the File Content property.

On the successful run of the flow,

we can see the document (pdf) uploaded in the SharePoint folder.

Hope it helps..

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LIKE THIS:

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Author Nishant RanaPosted on August 29, 2023August 5, 2023Categories Dataverse,
Microsoft Dynamics 365, Power Automate, SharePointTags Dynamics 365, Microsoft
Dynamics 365, Power Automate, SharePoint1 Comment on How to – Upload a file by
URL to SharePoint (Power Automate / Dataverse)


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