Forum Discussion
Scottler
Microsoft
MicrosoftCopilot 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 e...
Starting with basics
Are you "Authenticated" and do you have the correct Role based entitlement to append an activity to the correct record?
Is the service account that copilot is using setup correctly with the correct licensing and Role Based Entitlements?
Are you "Authenticated" and do you have the correct Role based entitlement to append an activity to the correct record?
Is the service account that copilot is using setup correctly with the correct licensing and Role Based Entitlements?
ScottlerAnne_Stanton Thanks for the reply. It was a "module" that I needed to add and have the Exchange administrator approve. I am all set now!
Hi Scottler,
I am getting the same error. I have approved, test and enabled the mailbox in Dynamics.
What "module" had to be added? Did the Exchange Admin approve the mailbox or adding the module.
Thanks.
This is where I have approved the mailbox
- Scottler
Sounds like it is solved. I had to go to MSX permissions --> Open the MSX User Provisioning link, Create new Ticket and check MSX Dynamics 365 App for Outlook and then proceed to answer and submit.
