Recent Discussions
Salesforce CRM - connector and trial env issues
We've deployed Copilot for Sales following the steps in the deployment guide https://learn.microsoft.com/en-us/microsoft-sales-copilot/deploy-viva-sales-sf for a customer but they're unable to sign in. Issue 1: the Microsoft Power Platform connector is not showing up in Salesforce CRM under 'Connected apps' or 'Connected apps OAuth usage'. Salesforce support is of no help and keep pointing to Microsoft for this, even though I suspect that this should be a default connector that should be visible in the Salesforce Environment? Issue 2: When they open outlook and try to sign in through copilot for sales, the sign in keeps loading without showing an error on the front-end. When we open up the console on the page, the below error shows: The trial environment creation is blocked. Step 7 of the deployment guide says that any user can trigger the creation of the msdyn_viva environent and the tenant creation restriction is bypassed: We've gone ahead and enabled the setting trial environment creation for all users in the power platform admin center anyway but this does not solve the issue. worth mentioning: Both users that tried to sign in have the Copilot for Sales license Both users are Salesforce CRM admins. They have plenty of dataverse database storage available to create a new environment any help would be greatly appreciated.
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).Guidelines silently bypassed when product knowledge is unavailable
With saved and active guidelines in place — locale en-GB, minimum word count, mandatory signature, AI disclaimer, unsubscribe text, no bullet points, no unevidenced outcome claims — the agent produced a draft that breached all of them, using American spelling, describing a consultancy as "our platform", omitting the signature and disclaimer entirely, and implying results achieved for other customers. The agent explained this as fallback logic ignoring some constraints because the product knowledge context was missing. Expected: where required context is unavailable, generation fails or warns. Actual: generation proceeds against a default template, silently dropping configured constraints, including accuracy and compliance guardrails. Impact: a fallback path that discards compliance settings is more dangerous than one that fails, because the output looks complete and passes casual review. Guardrails that only apply when context happens to load are not guardrails. Suggestion: treat locale, disclaimer, unsubscribe text and accuracy constraints as non-bypassable, independent of knowledge availability. Where context is missing, block generation rather than substituting a default.Sales agent guideline and product knowledge changes reported as saved but not persisted
Configuring a sales agent in Frontier, several settings were confirmed by the agent as saved and active, but were absent on subsequent readback. Observed over a single configuration session: Product knowledge was confirmed as added in detail on two occasions. A later full readback showed no stored product knowledge sources at all. The email signature was reported as updated four times. Each attempt returned a different malformed value: a stray literal "Text" prefix outside the paragraph tag, raw line breaks instead of <br>, and on one attempt a dropped ampersand. The Redirect stage was reported as existing, then as not existing, then appeared again in the playbook stage list with no guidelines attached. Expected: settings confirmed as saved persist, and readback reflects stored state accurately. Actual: the agent's own report of its configuration state could not be relied upon, so every change required manual verification. Where product knowledge was silently absent, generated output fell back to generic content. Impact: there is no trustworthy way to confirm which configuration is in force at send time. For any customer-facing agent this is a blocker to go-live, since output cannot be assured against approved messaging. Suggestion: expose a single authoritative configuration readback showing stored values verbatim, and surface provisioning state clearly where content is still being ingested. Or, enable manual editing of agent setup config rather than requiring agent to update it.
Sales Agent for Copilot Chat - DLP Policy
Setting the Sales Agent up for Salesforce in Copilot Chat. This sets up an environment called "msdyn_viva". Does anyone know what the minimum DLP connectors are required to make this work, other than Salesforce? Not finding any documentation on this. https://learn.microsoft.com/en-us/microsoft-sales-copilot/landingCopilot for Sales not prompting to add opportunity from email in outlook
Hi, We have Microsoft Copilot for Sales connected to Salesforce CRM. When an email is received from a sender who does not exist in Salesforce, Copilot correctly prompts us to create a new contact. After the contact is created and associated with an account, I can manually create or edit opportunity records without issue. I have verified the Salesforce configuration, permissions, and access assigned to the CopilotForSalesIntegrationProfile used by the Sales Agent. I have also confirmed that all required opportunity fields are configured in the Copilot for Sales forms. The issue is that Copilot is not prompting users to create an opportunity based on incoming emails. My understanding is that Copilot for Sales should be able to identify opportunity-related intent in an email and prompt for opportunity creation, with relevant information from the email prepopulated into the opportunity record. Has anyone experienced this behavior and found a resolution? Any guidance or recommendations would be appreciated. Thank you.Sales Agent for Copilot Chat - PPLAT DLP Policy
We are working on setting up the Sales Agent for Copilot Chat. The goal is to have it interact with Salesforce. We are aware that the Salesforce connector is required in the DLP policy for the environment "msdyn_viva". Does anyone know what other Microsoft connectors should or are recommended be approved in the Business category of the DLP policy? Not finding any documentation on this. https://learn.microsoft.com/en-us/microsoft-sales-copilot/landing
Endless spinner in Copilot Sales Outlook App after login to Salesforce
We are experiencing an issue with the Copilot Sales App in Outlook. Users are launching the app and authenticate to Salesforce successfully. Then, a message saying "Sales is loading..." is shown with a spinner and nothing happens, no matter how long you wait. This only happens to some users and not to all users. Sometimes it happens to users who were previously able to load the app fine.
Copilot For Sales - Dynamics Environment Switching
Hello, We have 2 dynamics environments we've been using for the Copilot for Sales Roll-out (UAT and Production). We've currently deployed into Production and onboarded our Sales Team users. As an admin, I would like to switch my environment back to UAT to complete some customisation testing in our UAT environment, before I roll it out in Production. If I switch the environment from my account (as an Admin) from Prod to UAT. Is there any knock-on effect for other users? Will it affect the configuration I've already set-up? We currently have 2 full admins for Copilot for Sales, the other admin would stay in Production. Any guidance is appreciated. Kind regards, Adam
Microsoft FastTrack Agent community
Hello BANNEDUSERNAME copilot for sales discussion group If you are an enterprise or majors customer using Copilot for Sales or Sales in M365 and would like to meet more like-minded customers as well as speak with FastTrack subject matter experts on a bi-monthly basis, get product roadmap updates and provide feedback to the product team, then please fill out the D365 Agent Deployment Program and Agent Community - Customer Registration – Fill out form or use the QR Code below to provide us with your permission to send you an invitation to the Microsoft Agent community. The AI Adoption team for pre-built agents for business applications would be thrilled to have you join us! The community also offers an online forum for discussions and Q&A. Thank you and we look forward to hearing from you! Microsoft, Dynamics 365 Agent Deployment teamSalesforce connected app deployment
I'm trying to connect our Salesforce sandbox to the Copilot Sales app. I was able to log in and I can see the connected app and Copilot for Sales Integration User, but no permission sets. When the log in pop-up closes upon log-in, the Sales settings show that Salesforce is disconnected and when I reconnect, I see this error message: "Couldn’t complete the connected app deployment to Salesforce. Try again." I uninstalled the connected app in SF and started the process again and am getting the same results. What should I do to successfully connect Salesforce sandbox to Copilot for Sales?
Copilot doesn't add a column to the matrix visual
I have a sales report that I would like to add a column to. I am trying out Copilot, and it cannot add the column in the matrix visual, even with the prompt I give it. If it can generate reports, why can't Copilot add a column when I ask it to? Example: Need to add a SKU column, which is on the semantic model in this matrix visual, but it says the following: I attempted to add the SKU field from the Sales & Sold Returns table to your matrix visual, placing it after Product Brand and before Item Name. However, the update did not succeed—SKU is still not appearing in the matrix. This may be due to a limitation in the current visual configuration or a technical restriction. Please verify that the SKU field is not already present elsewhere in the matrix, and that there are no restrictions on adding it. If you need further troubleshooting or want to try a different approach, let me know how you’d like to proceed.
Copilot for Sales Adoption Report
I am reviewing the Copilot for Sales adoption report and have noticed discrepancies between the reported usage data and the number of licences allocated. This raises a concern that the Viva Insights report may not fully account for Microsoft’s recent change to merge Copilot and Copilot for Sales licences. Could you confirm whether the adoption metrics reflect this merged licensing model?Can't disconnect/reconnet Salesforce in Copilot for Sales
Hello, I'm trying to use Copilot for sales with Salesforce. I'm having trouble disconnecting an old connector that was setup by a Team member. The "Connected App" in Salesforce was deleted along with the SF user. I tried to create the same username and connected app in SF but still no luck. Is there a way to reset this connection from Microsoft backend?
Recent Blogs
- Starting this month, you can easily share a CRM record when writing an email in Outlook, use Copilot for Sales in Outlook on your mobile device, and receive additional details in your Teams meeting r...Jan 21, 2025
- To wrap up 2024, we’re excited to bring you usage data through the Viva Insights Analyst Workbench, and two great new enhancements in Outlook!Dec 20, 2024
