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codyprokosch-loffler's avatar
codyprokosch-loffler
Copper Contributor
Aug 10, 2026

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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1 Reply

  • codyprokosch-loffler's avatar
    codyprokosch-loffler
    Copper Contributor
    Aug 13, 2026

    This appears to be an issue of adding in too many record types. I was able to remove all but one record type which restored the ability to see/add additional back in. I restored the original documented list of record types and then added customized record types back in, and now this is again in a place where it is unable to display records with the same error. Please send over to the product team as a bug.