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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"
Send rich text email notifications in Dynamics Sales
Dear All, I'm new to Dynamics Sales and this is my first post here. I have a requirement from my client to send rich text email notifications through a sequence in Dynamics Sales. However, I've noticed that Dynamics Sales only provides the option to compose plain text emails for notifications. Is there a way to enable rich text formatting for email notifications in Dynamics Sales, or are there any workarounds or third-party solutions that can achieve this? Any guidance or suggestions would be greatly appreciated! Regards, MSA.
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 siteFix mailbox errors in Dynamics 365 - Copilot for Sales | Microsoft Learnbut following the steps is not resolving the issue.
Copilot Outlook addin - Tracking\ saving recurring Appointment
Hello, Is it possible to track a series of meetings in the Copilot add-in? In the Dynamics App for Outlook application, there was such an option, I can open the entire series and save it to Dynamics 365. In the copilot add-on, a message appears about the inability to track the reccuring meeting. In Copilot presentations, Microsoft indicates that all Dynamics App for Outllok functionalities are (or will be) included in Copilot. Does anyone know anything more about recurring meetings in Copliot Outlook ad in?
Copilot 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
