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CraigSchaller's avatar
CraigSchaller
Copper Contributor
Oct 30, 2023

Unable to switch CRM environments to Salesforce

Hello,

 

I'm new to Microsoft through acquisition. I'm attempting to launch Sales Copilot within Outlook and unable to switch the CRM environment to Salesforce. When attempting to sign in, I get the following error message:

 

I then attempt to follow the steps to correct the error through Power Platform but don't have the proper access. Has someone else run into this issue? If so, please help!

 

Thanks,

Craig

Outlook experience
Salesforce CRM connectivity

2 Replies

  • SamJar's avatar
    SamJar
    Icon for Microsoft rankMicrosoft
    Nov 01, 2023
    Hi Craig, within Microsoft, Sales Copilot is locked to only connect to specific D365 environments.
    Feel free to contact me at samjar@microsoft.com to see if we can find some options for you.
    thanks,
    Sam
    • CraigSchaller's avatar
      CraigSchaller
      Copper Contributor
      Nov 02, 2023

      SamJar

      Thanks for the reply. I was able to get the plugin added for Salesforce, so I should be good to go. 

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