To Surface the Custom Object Data From Salesforce In Copilot For Sales Side Panel
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 belowCan't create a meeting summary issue
We are working with one of our sales teams to evaluate Copilot for Sales. Everyone on the team is set up the same but one particular user is seeing the error message "Can't create a meeting summary". The Sales tab is visible in Teams and but had to be added manually. The other users had the Sales tab appear without any intervention and the Meeting Summaries are being created without any issue. Copilot for Sales works perfectly fine in Outlook and also Dynamics so I am stumped as to the issue. Any suggestions?
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
