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 below
Installation Microsoft copilot for sales
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?
Cannot see added fields when saving an email through the Outlook add in
Hi there, We have selected fields in the Copilot for Sales Settings panel that should allow us to set those fields when we are saving an email in Outlook. This should add those fields in the Outlook add in save panel here: However, our fields don't show up. It's worth noting that this works flawlessly in Save meetings to Dynamcs 365. Here's how it looks: Does anyone have any idea why this works for appointments and not meetings? Many thanks.
SalesCopilot Save from Outlook to D365CRM - error message
Hi We successfully installed SalesCopilot in Outlook and connected it to our Dynamics 365 CRM. The issue appears when we try to save an email in CRM using using SalesCopilot. The issue appears both in Outlook Desktop App and Web App. It just says that the user needs rights to be able to save the email, but it doesn't say which rights: { "errorCodeName": "Microsoft.SalesProductivity.Common.Base.SPServiceCustomErrorCode.SSSValidationFailure", "title": "Privilegi aggiornati obbligatori", "message": "Per utilizzare Copilot for Sales, invia i dettagli dell'errore all'amministratore di Microsoft Dynamics 365 e chiedigli di aggiornare i tuoi privilegi.", "troubleshootingLink": "https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.microsoft.com%2Ffwlink%2F%3Flinkid%3D2261441%2522&data=05%7C02%7CJasmina.Burazor%40infrontsports.com%7C65d492b3dd7644080a5008dc587888b7%7C4137a96a57db410595944595899eec4b%7C0%7C0%7C638482521917916889%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=0%2FjU5eb5knnrAbChPm4fLAmYl36R1OBCBimGiIeHve0%3D&reserved=0, "details": "{\"title\":\"Privilegi aggiornati obbligatori\",\"description\":\"Per utilizzare Copilot for Sales, invia i dettagli dell'errore all'amministratore di Microsoft Dynamics 365 e chiedigli di aggiornare i tuoi privilegi.\",\"helpLink\":\"https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.microsoft.com%2Ffwlink%2F%3Flinkid%3D2261441%255c%2522%252c%255c%2522isTransient%255c%2522%3Afalse%257d%2522&data=05%7C02%7CJasmina.Burazor%40infrontsports.com%7C65d492b3dd7644080a5008dc587888b7%7C4137a96a57db410595944595899eec4b%7C0%7C0%7C638482521917937395%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=6tURO4hedWbPF%2F4AJzj4%2FSvG7hYCvrIEuX8nRzyEuNQ%3D&reserved=0, "sessionId": "55a13957-bd0a-419e-968f-0e347ce02e51", "activityId": "8dad848e-59ec-44a7-b047-932ea4ab068f" } Thank you for all the help Jas
Microsoft Dynamics Opportunities and Leads?
Hi, I am new to the Sales Copilot AI setup. I have been watching videos and have seen that contacts can be added to the CRM system fairly easily. Can you also make someone a lead from Outlook, through Sales Copilot, to the CRM system with a Dynamics 365 Sales Enterprise License? Also, can you create opportunities the same way or is it a simple you can add leads/contacts to opps and edit opps kinda thing? I am fairly certain opportunities can't be created, but I did see something about the leads. What's New in Sales Copilot – December 2023 - Microsoft Community HubSales 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!
