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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
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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