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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 below
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?
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.
