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Scottler's avatar
Scottler
Icon for Microsoft rankMicrosoft
Jul 12, 2024

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 e...
Outlook experience
Anne_Stanton's avatar
Anne_Stanton
Copper Contributor
Jul 17, 2024
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?
Scottler's avatar
Scottler
Icon for Microsoft rankMicrosoft
Jul 17, 2024

Anne_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!   

  • mteske's avatar
    mteske
    Copper Contributor
    Nov 12, 2024

    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's avatar
      Scottler
      Icon for Microsoft rankMicrosoft
      Nov 13, 2024

      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.

       

    • mteske's avatar
      mteske
      Copper Contributor
      Nov 12, 2024

      Sometimes just asking for help gets you the answer.  I had been having this problem for weeks and kept coming back to the solution of approve, test and enable the mailbox.

       

      Turns out it was having copilot for sales select the correct environment 

      https://learn.microsoft.com/en-us/microsoft-sales-copilot/more-options

       

       

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