Forum Discussion

rrao's avatar
rrao
Occasional Reader
Jul 20, 2026

Copilot for Sales not prompting to add opportunity from email in outlook

Hi,

We have Microsoft Copilot for Sales connected to Salesforce CRM. When an email is received from a sender who does not exist in Salesforce, Copilot correctly prompts us to create a new contact. After the contact is created and associated with an account, I can manually create or edit opportunity records without issue.

I have verified the Salesforce configuration, permissions, and access assigned to the CopilotForSalesIntegrationProfile used by the Sales Agent. I have also confirmed that all required opportunity fields are configured in the Copilot for Sales forms.

The issue is that Copilot is not prompting users to create an opportunity based on incoming emails. My understanding is that Copilot for Sales should be able to identify opportunity-related intent in an email and prompt for opportunity creation, with relevant information from the email prepopulated into the opportunity record.

Has anyone experienced this behavior and found a resolution? Any guidance or recommendations would be appreciated.

Thank you.

 

No RepliesBe the first to reply