Forum Discussion
Sales Copilot in Dynamics CRM / Sales not available anymore.
Hi,
I want to test the new sales copilot integration dynamics CRM. I could activate this on the Sales Hub MDA and all works well. Since 2 weeks, the sales copilot didn't start anymore and I get no errors. I have asked our IT if there anything blocked. No answer.
Who knows about this activation, is something missing or not available? Our environment is in the Swiss cloud.
Thank you,
Nico
18 Replies
Hi
Thank you for reaching out. Regarding the Sales Copilot integration in Dynamics CRM, it appears that the feature availability can sometimes vary based on the environment and licensing. Since your setup is in the Swiss cloud, there may be regional limitations or updates that temporarily affect the Sales Copilot functionality.
We recommend the following steps to ensure smooth operation:
Verify Environment Updates: Make sure your Dynamics CRM instance is updated to the latest version supported in the Swiss cloud. Some new features require the most recent updates.
Check Licensing & Permissions: Sales Copilot might require specific licenses or permissions to run consistently. Confirm with your IT or Dynamics admin that all required permissions are still active.
Clear Cache / Restart Session: Occasionally, cached sessions can prevent features from starting. Logging out and back in, or clearing the browser cache, can help.
Consult Meon Support: Since you’re using Meon CRM, their support team is very responsive and experienced with cloud-specific configurations. They can verify if there are any Swiss cloud-specific restrictions and assist with reactivating Sales Copilot.Meon CRM provides seamless support for Dynamics CRM integrations and ensures that features like Sales Copilot work reliably across regions. Engaging their team can save time and prevent disruptions to your sales workflows.
- Good morning from Switzerland,
Copilot is available, everything is good. Thank you all for the support.
Have a wonderful Christmastime.
Nico - Hey Dynamics admins! I got some news for you!
I created a ticket yesterday as I was eager to bring the copilot back. Here's the reply from Microsoft:
Issue: While fetching the app copilot setting status, we are treating the default state as "Enabled" but instead we need to treat it as "disabled" and show the app copilot setting as turned off
Root Cause
Sales Copilot is not expected to get turned on automatically in the regions except NAM. Admins need to provide PPAC consent and need to enable specific apps by going to Sales Hub settings. However, because of a product issue, Sales copilot got turned on for all apps even though admins did not turn them on. This along with consent provided in PPAC showed Sales copilot for all the users and for all Apps.
Mitigation
Sales copilot got disabled in all Geos and AppCopilot.
Please also note that this is only temporary disablement of the feature across Geos and once the proper fix is made, the Geo level FCS will be turned on. Admins need to handle the enablement/disablement as needed.
The team have completed the fix for the issue which will get deployed to customer orgs once the deployment start (after around 2nd Dec 2023).@all
We also have been affected by this bug. We had Sales copilot enabled on our test org (was working ok) and can't enable it now on Production. Also from Test it disappeared. Also the email summary option isn't not working in the Sales Copilot addon in Outlook when connected to our Prod org, but it works against Test.
There was another update today on PPAC to say it could take until Jan 8th 2024 before this fix is deployed. (see below)
That's really sad - given all the advertising Microsoft is making these days around copilot and the product can't be even enabled/used!
TerlochanMicrosoft
Saggittarius we have started to roll out fixes and are already back online in SAM / CAN / IND / FRA / ZAF and will be soon in all Geos
- SalehaSiddique
SchwarzbachN
Check 1: Could a tenant admin check in PPAC for your environment that "Allow data movement across regions for generative AI features" should be allowed, i.e. shouldn't look like below image which is showing "Not allowed"Check 2: Copilot is enabled for the Dynamics app, see instructions here : Enable and configure Copilot in Dynamics 365 Sales | Microsoft Learn
If both of these checks do not unblock please raise a ticket with support- Hi
I can confirm Sales Copilot disappeared from our Dynamics 365 CRM, and the setting to switch it on from App Setting also gone. Any suggestions or announcements on this? My users just started enjoying the app and now it's gone.
Thank you!- Same here in all German and US Tenants!
Also no longer available in a new CDX-Demo Tenant!
(Maybe the plane in which the co-pilot was sitting crashed!?)
