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Copilot For Sales - Dynamics Environment Switching

ADunderdale — Thu, 16 Apr 2026 09:29:26 GMT

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

Unable to display records in Sales Chat in Teams app

Crimson1 — Tue, 24 Mar 2026 22:44:53 GMT

CRM knowledge has not been configured for Sales Chat.

Crimson1 — Mon, 16 Mar 2026 18:38:23 GMT

how do I do this in Salesforce? This is the error Sales Chat throws me. My Salesforce Admin is confused too.

Microsoft FastTrack Agent community

CstevensNYC — Mon, 09 Mar 2026 17:35:43 GMT

Hello microsoft 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.

FastTrack Agent Forum

Thank you and we look forward to hearing from you!

Microsoft, Dynamics 365 Agent Deployment team

Sales Chat - Cannot display records

hmithi_ags — Thu, 19 Feb 2026 18:04:06 GMT

Has anyone seen this error? If so, how did you fix it?

Salesforce connected app deployment

oletana — Tue, 17 Feb 2026 23:41:48 GMT

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?

Lead Research Not Working

mobilejon — Tue, 03 Feb 2026 14:39:57 GMT

Anyone else have issues with lead research?

All of my leads show up as greyed out, even though it appears to be setup correctly.

Copilot doesn't add a column to the matrix visual

dpmaia — Tue, 09 Dec 2025 11:58:16 GMT

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

Nisrin — Fri, 21 Nov 2025 08:13:32 GMT

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

mbaraq — Fri, 07 Nov 2025 20:27:51 GMT

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?

CoPilot for Sales Agent - Missing Permissions

ATM — Wed, 22 Oct 2025 23:00:38 GMT

hello,

I am trying to activate the Copilot for Sales agent for the first time. In the configuration, Leads and Account seem fine. When choosing the opportunity table

I get a missing permissions error even though I confirmed the copilot user definitely has access to this table. Has anyone had a similar issue that can help?

thanks,

Andrew

Copilot for Sales Outlook and Teams will not sign-on - not allow creation of a Trial environment

PeteC25 — Thu, 11 Sep 2025 16:50:12 GMT

The problem is we can't get this working to begin with. I followed all the steps suggested in the MS documentation

the app is deployed in Outlook/Teams,
Copilot for Sales licensed is assigned,
Power Platform trial environment is enabled and no DLP blocks configured for the Copilot for Sales apps,
our Salesforce CRM connected app is approved for Power Platform and the test users are system administrators.

After all that, we're still getting the errors below.

Error from Outlook client and Teams client

The licenses assigned to this user do not allow creation of a Trial environment. Create a Production environment to continue or contact your administrator for further instructions.

Error from web browser

To Surface the Custom Object Data From Salesforce In Copilot For Sales Side Panel

HarshwardhanK — Fri, 27 Jun 2025 06:50:22 GMT

There is a Key Sales Info Card in Copilot For Sales on connecting to Salesforce CRM it fetches Opportunity, account and contact info in it . I need to display a custom object which is linked to contact and it's associated account in the key sales info . Is there any Process or do we have any workaround to build it in a separate card. Refere the image below

Copilot for Sales required field error on custom object

StephenDoherty — Thu, 26 Jun 2025 18:08:44 GMT

I am getting the following error when trying to create a custom object record in copilot for sales.

There’s a new required field in this form, and your Copilot for Sales admin will have to update the settings to match before you can save this here. Send these error details to your admin, and ask them to match the required fields in Copilot for Sales to the ones in [Dynamics 365/Salesforce], then try again.

The two required fields are already added. The only other field required is the contact field and that is greyed out in the teams settings. If is a rather siple object so not sure what is the problem.

Installation Microsoft copilot for sales

AngelaO — Mon, 12 May 2025 12:08:17 GMT

After installing copilot for sales, I still see the old logo Copilot showing in my CRM. Is it the same? For instance I see the new logo in Teams and outlook but a different logo in Dynamics 365 as seen below. Also in outlook, I see two different logos. are all these the same. Or what am I missing?

Meeting Prep Card

PbCoSales — Mon, 12 May 2025 09:59:07 GMT

Enabled the required permissions as outlined in the referenced article. Meeting Prep Card

Scheduled a meeting with a contact.
Logged the meeting in Salesforce using Copilot for Sales.
Expected Result: Since the meeting was scheduled an hour in advance, a Meeting Prep Card was expected to appear in the Copilot chat before 40-70 min of call start.

Can anyone suggest me issue with the functionality.

Extending Copilot for Sales (standard)

CRMFabric — Fri, 25 Apr 2025 07:34:31 GMT

I could not find documentation that would clearly state licenses needed when extending Copilot for Sales.

For example, if users have D365 sales enterprise license, can I extend Copilot for Sales with Copilot Studio by adding new topic that starts a flow and returns message to user in the Copilot for Sales side panel in D365? Or does this require the separate Copilot for Sales license?

What features are included in the free version of Copilot for Sales?

satoru_sugie — Thu, 17 Apr 2025 00:35:29 GMT

Copilot for Sales is an add-in that can be operated with Outlook, but compared to what is described on the Microsoft training site (URL below), it seems that there are fewer functions available. Are only the functions included in the free version available? https://learn.microsoft.com/ja-jp/training/modules/boost-sales-performance/

copilot for sales app in teams -summarization

rvnrajesh — Thu, 03 Apr 2025 06:29:29 GMT

i have copilot for sales app in teams will that help to summarize text which may entered in the chat

How could i use copilot in our official email?

naak869 — Thu, 20 Feb 2025 06:08:02 GMT

Please share the process to improve emails.