Sales Copilot vs. Microsoft Copilot
Dear all, I'm new in the journey of A.I. knowledge and have some doubts: 1. When I buy a license of Microsoft Copilot, the Sales Copilot "feature" is included or do I need to buy two different licences/products? 2. Do I need to use Dynamics 365 or Salesforce to have the Sales Copilot? I use another CRM that have an API, is it possible to make Sales Copilot and my CRM work together? 3. If I can't integrate my CRM and the Sales Copilot, it still make sense to have it? Thank you in advance for your comments!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
User getting msdyn_crmconnection permission error while opening in outlook
Admin deployed the viva sales app. but the user having sales person role already and trying to launch the viva sales addin but getting prvreadmsdyn_crmconenction you do not have permission to access msdyn_crmconnection recods. Reach out d365 admin.
Add-in warning / "currently upgrading"
Hi All -- I'm enjoying my test/experiment with Viva Sales (Preview) + D365 integration in Outlook. I appreciate the modern/streamlined experience. This week I got a notice that the plugin was being upgraded and I'm seeing across multiple machines the same error -- "Add-in Warning This add-in is currently upgrading. Please close the current message or appointment, and re-open in a few moments." 1) I try closing and reopening, with no improvemnet 2) I've reproduced the problem on multiple machines (only 1 user account though) 3) The warning task pane for the warning is a separate pane than the Viva Sales (Preview) pane. Meaning, in my interface I have the email being drafted, a viva sales pane, and the add-in warning pane. 4) I've approved & re-approved the add-in via the app installer site (I forget its exact name). Curious if anyone is seeing this and/or has resolved it.
Cannot connect to my Dynamics 365 environment
Hi everyone, I cannot connect to my D365 CE environment within Outlook. It provides an error: { "errorcode": 4255, "message": "To use Sales Copilot, sign out of the app, open it again, and sign in to Dynamics 365", "title": "Try signing in again", "details": "No such host is known.", "troubleshootingLink": null, "sessionId": "cf9deba0-363d-4ab3-a132-74d60df93e65", "activityId": "0da9aa0d-651c-49c0-840e-e3283c4598b0" } I am admin (tenant and sys admin on the Dynamics environment with the role as well) and is does not connect. What should I do now? Thanks in advance!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
