Forum Discussion
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 ...
SamJar
Microsoft
MicrosoftHi 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
Feel free to contact me at samjar@microsoft.com to see if we can find some options for you.
thanks,
Sam
Thanks for the reply. I was able to get the plugin added for Salesforce, so I should be good to go.