Forum Discussion
VarunTyagi
Nov 10, 2023Copper Contributor
How to add field Validations in Sales Copilot
Hi Team
I am using Sales Copilot in outlook to add record types to my Dynamic 365 Sales instance. For data consistency I need to put certain field validations in Sales Copilot similar to how I have within Dynamic 365 Sales. For ex- I have regex based validations on mobile and email fields within Dynamic 365 Sales.
Could you please let me know if similar validations are possible within Sales Copilot form ?
Thanks
Varun Tyagi
1 Reply
- SamJar
Microsoft
Hi Varun,
Unfortunately, there is no support currently to do similar regex type validations within the Sales Copilot form, only the ability to choose which fields to display, if they are editable and which ones are marked as required.
Regards,
Sam Jarawan