Forum Discussion
Sales Copilot in Dynamics CRM / Sales not available anymore.
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.