Forum Discussion
Sales CoPilot - Email Attachments dont appear in timeline when saving the email to D365 from Outlook
- Hey Aysen, Sales Copilot does not save attachments to CRM when an email is saved. This is a known limitation in the app today. This is in our roadmap and we expect to get to it in a future release (but no dates to share yet.)
Thanks,
Bharath Varadarajan
Product Manager, Microsoft Sales Copilot
Is there any update on if and when this update would be added to Copilot? Our organization sees this feature as a significant value add.
Thank you,
Michael Piotrowski
Microsoftmpiotrowski Hello! While we don't yet have an exact date to share out, the good news is I can say it's something we're actively working on. If you'd like to provide thoughts on what your expectations are for this feature or if you're interested in a possible preview and would like to share your email with us so we can reach out directly, please fill out this form: https://forms.office.com/Pages/ResponsePage.aspx?id=v4j5cvGGr0GRqy180BHbR_8rQWQ3xnVKhyFHVfdrOStUN0YyRkwxWFFHOE1UTDhGVFJXRjJYRlpHSC4u
Thank you!
Jenna Netland
Product Manager, Microsoft Sales Copilot
- Hello Jenna! Any further dates on this feature?
Our sellers would love the ability to save documents into our CRM. Also they asked if the PST file could be opened directly from the task or email. As of today they have to navigate back in to outlook to find an email. Jenna Netland Is there already more information about the development of this functionality?
