AI enabled Sales
18 TopicsSales Copilot in Dynamics CRM / Sales not available anymore.
Hi, I want to test the new sales copilot integration dynamics CRM. I could activate this on the Sales Hub MDA and all works well. Since 2 weeks, the sales copilot didn't start anymore and I get no errors. I have asked our IT if there anything blocked. No answer. Who knows about this activation, is something missing or not available? Our environment is in the Swiss cloud. Thank you, NicoViva Sales Teams meeting summary not working
Good morning all, I've got Viva Sales working great for adding contacts into Dynamics but the https://support.microsoft.com/en-us/topic/use-viva-sales-in-teams-04286b82-bdf8-4e37-94ce-be1943b2d6ea#bkmk_generatesummary seems to be missing for me. I can add the tab to a Teams Meeting but when I try to activate it, I get the following error: Can’t create a meeting summary Summaries are created when meetings are recorded and transcribed. Ask your admin to turn on transcription for Teams meetings. Teams meeting recording and transcription is working fine, but no luck with Viva Sales. I also noticed that the msdyn_viva https://learn.microsoft.com/en-us/viva/sales/data-handling so I suspect that there was an issue with the initial setup. Appreciate any help. SteveSales CoPilot - Email Attachments dont appear in timeline when saving the email to D365 from Outlook
Hi Currently having some trouble seeing attachments associated to the email in the Timeline related to the record I am saving the email to. Has anyone else experiences this? is this a product limitation or is there a setting that needs to be turned on somewhere? Thanks in advance AysenSolvedQuestions from Customer on ChatGPT and Viva Sales; and Viva Sales
I have a customer considering Viva Sales, they've now seen the ChapGT capabilities, but it's not something that they would wish to turn on at the outset. Are the ChatGPT capabilities optional and is there a configuration to turn off this functionality?SolvedCopilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.Viva Sales error when creating a draft reply
Hello, When I try to create a draft reply with Viva Sales, I get an error on the 2nd step This is the error code: {"errorcode":0,"message":"AADSTS1001010: The client or resource application: 4787c7ff-7cea-43db-8d0d-919f15c6354b is missing service principal in the tenant: 975f013f-7f24-47e8-a7d3-abc4752bf346. See instructions here: https://go.microsoft.com/fwlink/?linkid=2167121.\r\nTrace ID: e2167f0b-4910-48f2-bc0b-30c114ee5300\r\nCorrelation ID: d447568f-f676-4042-9a5d-7af1cc4c9f38\r\nTimestamp: 2023-02-21 16:20:01Z","details":null,"crmErrorCode":null,"sessionId":"44bef180-34ae-469a-94a3-0b5370c24465","activityId":"e57c75c9-6e2e-485d-ab36-65f1f8310bb9"} I was directed here by Microsoft 365 support. Maybe Seth_Patton Chris McNulty or MichaelHolste can help? Thank you David