Dynamics 365 Sales

https://learn.microsoft.com/en-us/dynamics365/sales
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### Conversation Start topic YAML with Redmond Accounts scenario

Source: https://learn.microsoft.com/en-us/dynamics365/sales/zero-prompt-experience

YAML definition for the Conversation Start topic in Copilot Studio. It sets text variables for prompts and welcome messages, adds a new 'Redmond Accounts' scenario with its payload, and calls the AppCopilotGetFeatureSetting dialog for several feature settings. Use this as a reference when customizing the zero prompt experience; ensure any Action nodes follow the existing schema and selectAction schema to avoid runtime errors.

```yaml
kind: AdaptiveDialog
beginDialog:
  kind: OnConversationStart
  id: main
  actions:
    - kind: SetTextVariable
      id: setTextVariable_uV3wX4
      variable: Topic.GetLatestNewsForAccounts
      value: Get latest news for accounts
    - kind: SetTextVariable
      id: setTextVariable_yZ9aB0
      variable: Topic.WhatsNewlyAassignedToMe
      value: What's newly assigned to me
    - kind: SetTextVariable
      id: setTextVariable_eF5gH6
      variable: Topic.PrepareForSalesAppointments
      value: Prepare for sales meetings
    - kind: SetTextVariable
      id: setTextVariable_yZ5aB6
      variable: Topic.Hi
      value: Hi
    - kind: SetTextVariable
      id: setTextVariable_cD7eF8
      variable: Topic.WelcomeMessage
      value: Welcome to Copilot. Select one of the suggestions below to get started.
    - kind: SetTextVariable
      id: setTextVariable_7buPHx
      variable: Topic.EmptyWelcomeMessage
      value: Welcome to Copilot.
    - kind: SetTextVariable
      id: setTextVariable_gH9iJ0
      variable: Topic.MenuForMoreSuggestions
      value: Use "View Prompts" for more suggestions.
    - kind: SetTextVariable
      id: setTextVariable_sT5uV6
      variable: Topic.GetInfo
      value: Get info
    - kind: SetTextVariable
      id: setTextVariable_wX7yZ8
      variable: Topic.AskQuestions
      value: Ask questions
    - kind: SetVariable
      id: setVariable_x6BNry
      variable: Topic.AccountScenario
      value: "={skillType: \"PromptTextSkill\", optionGroup: \"Redmond Accounts!\", prompt: \"What are the accounts located in Redmond?\" }"
    - kind: SetVariable
      id: setVariable_x33Nry
      variable: Topic.AccountScenarioPayload
      value: "={action: \"MS.PA.SalesAccountNews\", forActivityId: \"\", text: \"\", toolInput: \"{\"\"entity\"\": \"\"account\"\"}\", actionPayload: \"{\"\"entity\"\": \"\"account\"\"}\", type: \"followUpSuggestion\"}"
    - kind: SetTextVariable
      id: setTextVariable_F1eG2
      variable: Topic.StayAhead
      value: Stay ahead
    - kind: SetTextVariable
      id: setTextVariable_F1eGH
      variable: Topic.Prompt
      value: Prompt
    - kind: BeginDialog
      id: 39Xg9b
      input:
        binding:
          DefaultSettingValue: true
          FeatureSetting: EnableMeetingPrepSkill
      dialog: msdyn_salesCopilot.topic.AppCopilot.AppCopilotGetFeatureSetting
      output:
        binding:
          FeatureValue: Topic.EnableMeetingPrepSkillFeatureValue
    - kind: BeginDialog
      id: DEiW2c
      input:
        binding:
          DefaultSettingValue: true
          FeatureSetting: EnableSalesCustomerUpdatesSkill
      dialog: msdyn_salesCopilot.topic.AppCopilot.AppCopilotGetFeatureSetting
      output:
        binding:
          FeatureValue: Topic.EnableSalesCustomerUpdatesSkillFeatureValue
    - kind: BeginDialog
      id: dQiLcc
      input:
        binding:
          DefaultSettingValue: true
          FeatureSetting: EnableSalesNewlyAssignedSkill
      dialog: msdyn_salesCopilot.topic.AppCopilot.AppCopilotGetFeatureSetting
      output:
        binding:
          FeatureValue: Topic.EnableSalesNewlyAssignedSkillFeatureValue
    - kind: BeginDialog
      id: ie6OrC
      input:
        binding:
          DefaultSettingValue: true
          FeatureSetting: EnableSalesOpportunityPipelineSkill
      dialog: msdyn_salesCopilot.topic.AppCopilot.AppCopilotGetFeatureSetting
      output:
        binding:
          FeatureValue: Topic.EnableSalesOpportunityPipelineSkillFeatureValue
    - kind: BeginDialog
      id: T1SHez
      input:
        binding:

```

--------------------------------

### Adaptive Card JSON for Conversation Start customization

Source: https://learn.microsoft.com/en-us/dynamics365/sales/zero-prompt-experience

Adaptive Card JSON for the Conversation Start customization. It uses placeholders like ${Topic.StayAhead} and ${Topic.MenuForMoreSuggestions} to be replaced with actual topic values. The card includes a header, action text, and a footer with an image and menu suggestions.

```json
{
  "type": "AdaptiveCard",
  "body": [
    {
      "type": "TextBlock",
      "size": "Medium",
      "weight": "Bolder",
      "text": "${Topic.StayAhead}"
    },
    {
      "type": "TextBlock",
      "text": "${Topic.StayAheadAction}",
      "wrap": true
    },
    {
      "type": "ColumnSet",
      "columns": [
        {
          "type": "Column",
          "width": "stretch",
          "items": [
            {
              "type": "Image",
              "url": "data:image/svg+xml;base64,...",
              "altText": "${Topic.StayAhead}"
            }
          ]
        },
        {
          "type": "Column",
          "width": "stretch",
          "items": [
            {
              "type": "TextBlock",
              "text": "${Topic.StayAhead}",
              "weight": "bolder"
            },
            {
              "type": "TextBlock",
              "text": "${Topic.StayAheadAction}"
            }
          ]
        }
      ]
    },
    {
      "type": "ColumnSet",
      "id": "ms-sales-zerothcard-footer-d59e3421-629d-42b1-9d4a-bc3b280bf826",
      "columns": [
        {
          "type": "Column",
          "width": "21px",
          "items": [
            {
              "type": "Image",
              "url": "data:image/svg+xml;base64,...",
              "altText": "${Topic.Prompt}"
            }
          ]
        },
        {
          "type": "Column",
          "width": "auto",
          "items": [
            {
              "type": "TextBlock",
              "wrap": true,
              "text": "${Topic.MenuForMoreSuggestions}"
            }
          ]
        }
      ]
    }
  ],
  "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
  "version": "1.6"
}
```

--------------------------------

### Main method

Source: https://learn.microsoft.com/en-us/dynamics365/sales/developer/sample-clone-product-records

Standard entry point for the sample. Obtains server configuration and runs the CloneProducts application.

```csharp
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                CloneProducts app = new CloneProducts();
                app.Run(config, true);
            }
        }
```

--------------------------------

### Server Invocation Request for RecalculatePrice

Source: https://learn.microsoft.com/en-us/dynamics365/sales/developer/reference/recalculateprice-action

Sends a POST request to the RecalculatePrice action endpoint with the entity logical name and GUID. The example uses the quote entity.

```HTTP
POST [Organization URI]/api/data/v9.1/RecalculatePrice
{
    "entityLogicalName": "quote",
    "entityId":"00aa00aa-bb11-cc22-dd33-ee4444444444"
}
```

--------------------------------

### customizations.xml channel definition example

Source: https://learn.microsoft.com/en-us/dynamics365/sales/custom-define-sms-definition

Place each msdyn_channeldefinition under ImportExportXml > msdyn_channeldefinitions with a unique GUID in the msdyn_channeldefinitionid attribute. The external entity and form ID fields reference the channel instance and account entities you created, and msdyn_outboundendpointurltemplate references the custom API for outbound flow.

```XML
<ImportExportXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <msdyn_channeldefinitions>
    <msdyn_channeldefinition msdyn_channeldefinitionid="af0c2a3c-85a5-43b3-84be-2a4a171249f3">
      <msdyn_channeldefinitionaccountexternalentity>cr65f_samplechannelinstanceaccount</msdyn_channeldefinitionaccountexternalentity>
      <msdyn_channeldefinitionaccountexternalformid>3071133f-1208-4dc1-8eba-4d4724961029</msdyn_channeldefinitionaccountexternalformid>
      <msdyn_channeldefinitionexternalentity>cr65f_samplechannelinstance</msdyn_channeldefinitionexternalentity>
      <msdyn_channeldefinitionexternalformid>7d2b885a-80eb-479d-b0c3-600bc41e9789</msdyn_channeldefinitionexternalformid>
      <msdyn_channeltype>Custom</msdyn_channeltype>
      <msdyn_description>Metadata definition for sample custom channel</msdyn_description>
      <msdyn_displayname>Sample custom channel</msdyn_displayname>
      <msdyn_hasdeliveryreceipt>0</msdyn_hasdeliveryreceipt>
      <msdyn_hasinbound>0</msdyn_hasinbound>
      <msdyn_messageformid>69723cfe-3835-4126-ab9a-a82a5b88c21d</msdyn_messageformid>
      <msdyn_outboundendpointurltemplate>/cr65f_OutboundCustomApi</msdyn_outboundendpointurltemplate>
      <msdyn_specialconsentrequired>0</msdyn_specialconsentrequired>
      <msdyn_supportsaccount>0</msdyn_supportsaccount>
      <msdyn_supportsattachment>0</msdyn_supportsattachment>
      <msdyn_supportsbinary>0</msdyn_supportsbinary>
      <statecode>0</statecode>
      <statuscode>1</statuscode>
    </msdyn_channeldefinition>
  </msdyn_channeldefinitions>
</ImportExportXml>
```
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