Recent Discussions
Installation Microsoft copilot for sales
After installing copilot for sales, I still see the old logo Copilot showing in my CRM. Is it the same? For instance I see the new logo in Teams and outlook but a different logo in Dynamics 365 as seen below. Also in outlook, I see two different logos. are all these the same. Or what am I missing?
Meeting Prep Card
Enabled the required permissions as outlined in the referenced article. Meeting Prep Card Scheduled a meeting with a contact. Logged the meeting in Salesforce using Copilot for Sales. Expected Result: Since the meeting was scheduled an hour in advance, a Meeting Prep Card was expected to appear in the Copilot chat before 40-70 min of call start. Can anyone suggest me issue with the functionality.
Extending Copilot for Sales (standard)
I could not find documentation that would clearly state licenses needed when extending Copilot for Sales. For example, if users have D365 sales enterprise license, can I extend Copilot for Sales with Copilot Studio by adding new topic that starts a flow and returns message to user in the Copilot for Sales side panel in D365? Or does this require the separate Copilot for Sales license?
What features are included in the free version of Copilot for Sales?
Copilot for Sales is an add-in that can be operated with Outlook, but compared to what is described on the Microsoft training site (URL below), it seems that there are fewer functions available. Are only the functions included in the free version available? https://learn.microsoft.com/ja-jp/training/modules/boost-sales-performance/
Unable to launch Salesforce Login Pop-up
I am facing the problem when I try to login from copilot for sales side panel. Please give an idea to fix it. Error Code below, it happens when I click sign in production in side panel beforce input user ID and pass. "errorCodeName": "Microsoft.SalesProductivity.CRMProxy.ConnectionErrorCode.PowerAppsConnectionApiError", "message": "Copy the error details here, then share them with your admin or Microsoft support and ask if they can help you resolve this issue.", "title": "Something went wrong", "properties": {}, "troubleshootingLink": null, "sessionId": "655ef7b5-3504-4430-945b-c64bbbaf6cb3", "activityId": "61c173cf-6deb-4d95-8cf5-305689079fd5" }Cannot see added fields when saving an email through the Outlook add in
Hi there, We have selected fields in the Copilot for Sales Settings panel that should allow us to set those fields when we are saving an email in Outlook. This should add those fields in the Outlook add in save panel here: However, our fields don't show up. It's worth noting that this works flawlessly in Save meetings to Dynamcs 365. Here's how it looks: Does anyone have any idea why this works for appointments and not meetings? Many thanks.
Salesforce CRM - connector and trial env issues
We've deployed Copilot for Sales following the steps in the deployment guide https://learn.microsoft.com/en-us/microsoft-sales-copilot/deploy-viva-sales-sf for a customer but they're unable to sign in. Issue 1: the Microsoft Power Platform connector is not showing up in Salesforce CRM under 'Connected apps' or 'Connected apps OAuth usage'. Salesforce support is of no help and keep pointing to Microsoft for this, even though I suspect that this should be a default connector that should be visible in the Salesforce Environment? Issue 2: When they open outlook and try to sign in through copilot for sales, the sign in keeps loading without showing an error on the front-end. When we open up the console on the page, the below error shows: The trial environment creation is blocked. Step 7 of the deployment guide says that any user can trigger the creation of the msdyn_viva environent and the tenant creation restriction is bypassed: We've gone ahead and enabled the setting trial environment creation for all users in the power platform admin center anyway but this does not solve the issue. worth mentioning: Both users that tried to sign in have the Copilot for Sales license Both users are Salesforce CRM admins. They have plenty of dataverse database storage available to create a new environment any help would be greatly appreciated.
Sync Copilot for Sales in OUtlook with CRM
I am not being able to use Copilot for Sales. This is the error: Fix mailbox errors in Dynamics 365 Your mailbox and Dynamics 365 didn’t sync, so that will need to be fixed before your emails will auto-save again. Even doing step by step, this is the message - Appointments, contacts, and tasks can't be synchronized because the email address of the mailbox Michele Nakamura requires an approval by an Office 365 Global Administrator. Who is the office 365 Global Administrator? I work in Microsoft.MissingSalesCopilotCustomization error with Outlook add-in signed into D365 Sales
Just a few days ago, users started seeing an error with the Copilot for Sales add-in for Outlook. The error details mention "Missing Sales Copilot Customization". This occurs only when signed into production D365 Sales org; if I switch my user (admin user) to our sandbox org I have no issue. There must have been a changed in the last few days with an update. Any help is appreciated. "errorCodeName": "Microsoft.SalesProductivity.ServiceFramework.SPServiceCustomErrorCode.MissingSalesCopilotCustomization", "message": "Copy the error details here, then share them with your admin or Microsoft support and ask if they can help you resolve this issue.", "title": "Something went wrong", "properties": {}, "troubleshootingLink": null, "sessionId": "71a1cf8b-9782-4cd8-b31a-4167d061c744", "activityId": "bfbeaa87-0421-461c-b1cf-d6bd7d454a22"
Copilot for Sales configuration error with Outlook
Hello - I am having a challenge from Outlook to Copilot for Sales. Steps I am taking: 1. in Outlook, click on Copilot for Sales add in 2. click on save email to Dynamics 365. 3. Get an error message (attached below) Please advise. I am following the steps in the docs site Fix mailbox errors in Dynamics 365 - Copilot for Sales | Microsoft Learn but following the steps is not resolving the issue.Copilot for Sales Outlook addin error
I have admin-deployed Copilot for Sales via M365 Intergrated App process. After about a week, we started getting dozens of users with an error message in the sidepane within Outlook. It simply states "We can't start this add-in because it isn't set up properly." I have tried to compare users who have the issue vs users who don't have the issue, but they appear to be on the same versions of Outlook (16.0.17531.20152). The addin was deployed on May 9th and issues started coming in around May 20th and I can't seem to find any rhyme or reason to some users error. What is also confusing is the addin technically "works", it just constantly is generating that error every time they open a new email
Recent Blogs
- Starting this month, you can easily share a CRM record when writing an email in Outlook, use Copilot for Sales in Outlook on your mobile device, and receive additional details in your Teams meeting r...Jan 22, 2025
- To wrap up 2024, we’re excited to bring you usage data through the Viva Insights Analyst Workbench, and two great new enhancements in Outlook!Dec 20, 2024
