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Sales Copilot in Dynamics CRM / Sales not available anymore.
Hi, I want to test the new sales copilot integration dynamics CRM. I could activate this on the Sales Hub MDA and all works well. Since 2 weeks, the sales copilot didn't start anymore and I get no errors. I have asked our IT if there anything blocked. No answer. Who knows about this activation, is something missing or not available? Our environment is in the Swiss cloud. Thank you, NicoSchwarzbachNSep 30, 2025Copper Contributor5.7KViews0likes18CommentsCopilot for Sales Outlook and Teams will not sign-on - not allow creation of a Trial environment
The problem is we can't get this working to begin with. I followed all the steps suggested in the MS documentation the app is deployed in Outlook/Teams, Copilot for Sales licensed is assigned, Power Platform trial environment is enabled and no DLP blocks configured for the Copilot for Sales apps, our Salesforce CRM connected app is approved for Power Platform and the test users are system administrators. After all that, we're still getting the errors below. Error from Outlook client and Teams client The licenses assigned to this user do not allow creation of a Trial environment. Create a Production environment to continue or contact your administrator for further instructions. Error from web browserPeteC25Sep 15, 2025Copper Contributor68Views0likes1CommentCopilot for Sales required field error on custom object
I am getting the following error when trying to create a custom object record in copilot for sales. There’s a new required field in this form, and your Copilot for Sales admin will have to update the settings to match before you can save this here. Send these error details to your admin, and ask them to match the required fields in Copilot for Sales to the ones in [Dynamics 365/Salesforce], then try again. The two required fields are already added. The only other field required is the contact field and that is greyed out in the teams settings. If is a rather siple object so not sure what is the problem.StephenDohertyJul 01, 2025Copper Contributor104Views0likes1CommentTo Surface the Custom Object Data From Salesforce In Copilot For Sales Side Panel
There is a Key Sales Info Card in Copilot For Sales on connecting to Salesforce CRM it fetches Opportunity, account and contact info in it . I need to display a custom object which is linked to contact and it's associated account in the key sales info . Is there any Process or do we have any workaround to build it in a separate card. Refere the image belowHarshwardhanKJun 27, 2025Copper Contributor63Views0likes0CommentsHow to enable sales copilot to specific users
Hello, We want to enable sales copilot to specific set of users and as per documentation users should have salesperson role or sales copilot user role to access copilot but users are able to access withouDkrish2020Jun 08, 2025Copper Contributor1.5KViews0likes5CommentsCopilot for Sales - tracking a Reply to already sent email
Dear all, Saving emails with Copilot for Sales form Outlook works as intended except in once case. When a sales person first sends an email to a CRM contact - it will be tracked in CRM. If there is no response the Sales will reply to that same email (that is already saved in CRM) to the same CRM contact person - which should be the same thread, but that Replay email is not being saved in CRM. The Sales would have to go and save it manually again. Is there a reason for this? Thank you Kind regards Jasminajas_infrontJun 06, 2025Copper Contributor496Views0likes1CommentInstallation 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?AngelaOMay 16, 2025Copper Contributor157Views0likes3CommentsMeeting Prep Card
Enabled the required permissions as outlined in the referenced article. https://learn.microsoft.com/en-us/microsoft-sales-copilot/meeting-prep 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.PbCoSalesMay 12, 2025Copper Contributor66Views0likes0Comments
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- Dynamics CRM connectivity28 Topics
- Outlook experience25 Topics
- Salesforce CRM connectivity19 Topics
- admin19 Topics
- Sales Productivity17 Topics
- AI enabled Sales15 Topics
- Sales Intelligence13 Topics
- Seller Productivity11 Topics
- Teams experience10 Topics
- How to get started10 Topics