Forum Discussion

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 ...
Outlook experience
Salesforce CRM connectivity
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. 

Resources