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SchwarzbachN's avatar
SchwarzbachN
Copper Contributor
Oct 25, 2023

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 ...
AI enabled Sales
Dynamics CRM connectivity
Seller Productivity
Saggittarius's avatar
Saggittarius
Copper Contributor
Dec 06, 2023

Terlochan 

 

Thanks for letting us know. I can confirm that I was able again to enable Sales Copilot in an UK-based environment.

But we are still facing the issue with the "Email summary" function provided by the Sales Copilot add-on in Outlook. The section "Summary of this email" and "Draft with Copilot" are not disabled when we connecting our Outlook client to our D365 CRM Prod environment. The sections highlighted in the red box on below screenshot.

But when connecting Outlook to our Test environment both sections are displayed as displayed for the same email.


Why is this?

Thanks

 

RezaAssadi's avatar
RezaAssadi
Icon for Microsoft rankMicrosoft
Dec 06, 2023
Thank you for raising this! Just to confirm the obvious, have you checked the Sales Copilot Settings in Teams to see if the AI features are enabled/disabled in those environments?
  • Saggittarius's avatar
    Saggittarius
    Copper Contributor
    Dec 06, 2023
    @Reza

    Oh yes, I've forgotten about those settings in Teams. They were not enabled. After enabling them against our Prod environment everything is working as expected.
    Many thanks

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