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Steven Fitzgerald's avatar
Steven Fitzgerald
Copper Contributor
Feb 17, 2025

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. 

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