Forum Discussion
Co-Pilot for Service <--> Dynamics 365
I am currently trying to set up Co-Pilot for Service to link with my Dyncmis 365 application. I am trying to create cases/incidents from my Outlook extension and it is showing the following error: ...
Hello, The error message you're encountering with Co-Pilot for Service and Dynamics 365 is quite generic, but there are a few things you can check to troubleshoot the issue:
Permissions: Verify that the user creating cases through the Co-Pilot for Service Outlook extension has the necessary permissions in Dynamics 365. They should have "Create" privileges for the Case entity.
Configuration: Double-check the configuration settings between Co-Pilot for Service and Dynamics 365. Ensure a proper connection is established and the data mapping between the extension and Dynamics 365 fields is accurate. Refer to Microsoft's documentation on configuring Co-Pilot for Service integrations for specific steps https://learn.microsoft.com/en-us/microsoft-copilot-service/.
Permissions: Verify that the user creating cases through the Co-Pilot for Service Outlook extension has the necessary permissions in Dynamics 365. They should have "Create" privileges for the Case entity.
Configuration: Double-check the configuration settings between Co-Pilot for Service and Dynamics 365. Ensure a proper connection is established and the data mapping between the extension and Dynamics 365 fields is accurate. Refer to Microsoft's documentation on configuring Co-Pilot for Service integrations for specific steps https://learn.microsoft.com/en-us/microsoft-copilot-service/.
