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codyprokosch-loffler
Aug 10, 2026Copper Contributor
Unable to add record types to Sales Chat
When attempting to add record types to Sales Chat, we are receiving an error message about being unable to display records. Refreshing from this window does nothing, and refreshing data from the Sales Chat settings page does nothing. This is happening within Version 59.26213.002, did not happen previously within our environment (we were able to add record types as soon as a few weeks ago), and we have validated that we have met all of the prereqs (https://learn.microsoft.com/en-us/microsoft-sales-copilot/set-up-sales-chat#prerequisites).
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