Forum Discussion

Copper Contributor

Aug 03, 2022

Solved

Outlook plugin error

Is anyone else receiving this error with Viva Sales (Preview)? I've updated Office, restarted my computer, etc. Something went wrong with getting your customers If this problem continues, pl...

Dynamics CRM connectivity

Outlook experience

Sales Intelligence

Sharing customer data

Teams experience

gkasturi
Aug 04, 2022
igorman Can you please ensure that you and other users of Viva Sales have below privileges? We have already ensured that out-of-the-box Sales Person and Sales Manager roles already have these privileges. Please check if you have these privileges and add them. That should resolve things. Let us know if you have any other questions. Install Viva Sales | Microsoft Docs

gkasturi

Former Employee

Aug 04, 2022

igorman Can you please ensure that you and other users of Viva Sales have below privileges? We have already ensured that out-of-the-box Sales Person and Sales Manager roles already have these privileges. Please check if you have these privileges and add them. That should resolve things. Let us know if you have any other questions. Install Viva Sales | Microsoft Docs

igorman
Copper Contributor
Aug 04, 2022
Issue resolved!
- gkasturi
  Former Employee
  Aug 04, 2022
  Thanks igorman. Please keep the feedback and ideas coming.
  - igorman
    Copper Contributor
    Aug 04, 2022
    Can you confirm if any other permissions are needed for the following error?
    
    Trying to mark the external email as a customer, they are currently a contact in PROD CE
    Error - Something went wrong, please try again
igorman
Copper Contributor
Aug 04, 2022
Checking now