Sales 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, Nico
Viva 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. Steve
Copilot 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
Sales Copilot and Microsoft 365 Copilot licensing
I work for an organisation of 2,000 employees, of which 500 are aligned to sales (in one way or another) If we Purchased 500 seats of https://www.microsoft.com/en-us/ai/microsoft-sales-copilot, ($40 /user /month) and 1,500 seats of https://www.microsoft.com/en-us/microsoft-365/microsoft-365-ai ($30 /user /month) would Sales Copilot users also have the standard Copilot experience as well?? If not, whats going to be missing? (we're an SFDC house so won't move to Dynamics 365)
Unable to connect Viva Sales with Salesforce
I'm getting the below error while trying to connect Viva Sales with my Salesforce sandboxes (both, production and developer): { "errorcode": 4258, "message": null, "details": "No such host is known.", "sessionId": "99cd1408-5646-45fa-b71b-dbd2b523a5ee", "activityId": "5ebbf204-82ae-47a6-9983-fa054e6c38ec" } I've tried creating and connecting a new/ trial account, enabled the APIs, removed any IP restrictions but none of it seems to work. The same is working when I'm trying to connect it with my Dynamics sandbox.Learn how Copilot in Viva Sales can boost your productivity.
Learn how Copilot in Viva Sales can boost your productivity whether creating emails, summarizing discussions, preparing for a customer meeting, or updating CRM. 5 ways Copilot in Viva Sales takes seller productivity to the next level - Microsoft Dynamics 365 Blog
