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Copilot 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 browserCopilot 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.
To 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 belowCopilot 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 Jasmina
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. 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.
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?
