Recent Discussions
Copilot doesn't add a column to the matrix visual
I have a sales report that I would like to add a column to. I am trying out Copilot, and it cannot add the column in the matrix visual, even with the prompt I give it. If it can generate reports, why can't Copilot add a column when I ask it to? Example: Need to add a SKU column, which is on the semantic model in this matrix visual, but it says the following: I attempted to add the SKU field from the Sales & Sold Returns table to your matrix visual, placing it after Product Brand and before Item Name. However, the update did not succeed—SKU is still not appearing in the matrix. This may be due to a limitation in the current visual configuration or a technical restriction. Please verify that the SKU field is not already present elsewhere in the matrix, and that there are no restrictions on adding it. If you need further troubleshooting or want to try a different approach, let me know how you’d like to proceed.
Copilot for Sales Adoption Report
I am reviewing the Copilot for Sales adoption report and have noticed discrepancies between the reported usage data and the number of licences allocated. This raises a concern that the Viva Insights report may not fully account for Microsoft’s recent change to merge Copilot and Copilot for Sales licences. Could you confirm whether the adoption metrics reflect this merged licensing model?
Can't disconnect/reconnet Salesforce in Copilot for Sales
Hello, I'm trying to use Copilot for sales with Salesforce. I'm having trouble disconnecting an old connector that was setup by a Team member. The "Connected App" in Salesforce was deleted along with the SF user. I tried to create the same username and connected app in SF but still no luck. Is there a way to reset this connection from Microsoft backend?CoPilot for Sales Agent - Missing Permissions
hello, I am trying to activate the Copilot for Sales agent for the first time. In the configuration, Leads and Account seem fine. When choosing the opportunity table I get a missing permissions error even though I confirmed the copilot user definitely has access to this table. Has anyone had a similar issue that can help? thanks, Andrew
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 belowMeeting 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.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?
Salesforce agent copilot chat window - how to implement?
check out this "agent copilot" chat window inside of salesforce: i got this screenshot from our Microsoft sme - but in turn i have yet to receive any step-by-step on how to enable this in our salesforce cloud or if this agent copilot chat window is even possible? as there is no Microsoft article i can find describing this. even talked to the SME that gave the screenshot and all she sent was article on how to setup copilot sales in outlook and teams. so i ask this community - have you seen this salesforce copilot chat window and how do you implement this??
Optimizing Sales Processes: Integrating Copilot for Sales for renewal and Custom Salesforce Features
Hello everyone, I've been striving to implement Copilot for Sales within our sales team. However, it has come to my attention that the current opportunities we're encountering mainly involve renewals. We're exploring the possibility of integrating Copilot for Sales directly into Outlook to address this. Additionally, our Salesforce platform has customizations, including a parent-child relationship setup, which we're keen to leverage. We're seeking guidance on how to achieve this effectively. I've attached a screenshot of the opportunity creation process for reference. I've searched extensively online but haven't found relevant information. Any insights or suggestions would be greatly appreciated. Thank you!SalesCopilot Save from Outlook to D365CRM - error message
Hi We successfully installed SalesCopilot in Outlook and connected it to our Dynamics 365 CRM. The issue appears when we try to save an email in CRM using using SalesCopilot. The issue appears both in Outlook Desktop App and Web App. It just says that the user needs rights to be able to save the email, but it doesn't say which rights: { "errorCodeName": "Microsoft.SalesProductivity.Common.Base.SPServiceCustomErrorCode.SSSValidationFailure", "title": "Privilegi aggiornati obbligatori", "message": "Per utilizzare Copilot for Sales, invia i dettagli dell'errore all'amministratore di Microsoft Dynamics 365 e chiedigli di aggiornare i tuoi privilegi.", "troubleshootingLink": "https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.microsoft.com%2Ffwlink%2F%3Flinkid%3D2261441%2522&data=05%7C02%7CJasmina.Burazor%40infrontsports.com%7C65d492b3dd7644080a5008dc587888b7%7C4137a96a57db410595944595899eec4b%7C0%7C0%7C638482521917916889%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=0%2FjU5eb5knnrAbChPm4fLAmYl36R1OBCBimGiIeHve0%3D&reserved=0, "details": "{\"title\":\"Privilegi aggiornati obbligatori\",\"description\":\"Per utilizzare Copilot for Sales, invia i dettagli dell'errore all'amministratore di Microsoft Dynamics 365 e chiedigli di aggiornare i tuoi privilegi.\",\"helpLink\":\"https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.microsoft.com%2Ffwlink%2F%3Flinkid%3D2261441%255c%2522%252c%255c%2522isTransient%255c%2522%3Afalse%257d%2522&data=05%7C02%7CJasmina.Burazor%40infrontsports.com%7C65d492b3dd7644080a5008dc587888b7%7C4137a96a57db410595944595899eec4b%7C0%7C0%7C638482521917937395%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=6tURO4hedWbPF%2F4AJzj4%2FSvG7hYCvrIEuX8nRzyEuNQ%3D&reserved=0, "sessionId": "55a13957-bd0a-419e-968f-0e347ce02e51", "activityId": "8dad848e-59ec-44a7-b047-932ea4ab068f" } Thank you for all the help Jas
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
