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VarunTyagi's avatar
VarunTyagi
Copper Contributor
Nov 10, 2023

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

Dynamics CRM connectivity

1 Reply

  • SamJar's avatar
    SamJar
    Icon for Microsoft rankMicrosoft
    Nov 13, 2023
    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

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