What features are included in the free version of Copilot for Sales?
Copilot for Sales is an add-in that can be operated with Outlook, but compared to what is described on the Microsoft training site (URL below), it seems that there are fewer functions available. Are only the functions included in the free version available? https://learn.microsoft.com/ja-jp/training/modules/boost-sales-performance/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.
MissingSalesCopilotCustomization error with Outlook add-in signed into D365 Sales
Just a few days ago, users started seeing an error with the Copilot for Sales add-in for Outlook. The error details mention "Missing Sales Copilot Customization". This occurs only when signed into production D365 Sales org; if I switch my user (admin user) to our sandbox org I have no issue. There must have been a changed in the last few days with an update. Any help is appreciated. "errorCodeName": "Microsoft.SalesProductivity.ServiceFramework.SPServiceCustomErrorCode.MissingSalesCopilotCustomization", "message": "Copy the error details here, then share them with your admin or Microsoft support and ask if they can help you resolve this issue.", "title": "Something went wrong", "properties": {}, "troubleshootingLink": null, "sessionId": "71a1cf8b-9782-4cd8-b31a-4167d061c744", "activityId": "bfbeaa87-0421-461c-b1cf-d6bd7d454a22"
Copilot for Sales configuration error with Outlook
Hello - I am having a challenge from Outlook to Copilot for Sales. Steps I am taking: 1. in Outlook, click on Copilot for Sales add in 2. click on save email to Dynamics 365. 3. Get an error message (attached below) Please advise. I am following the steps in the docs site Fix mailbox errors in Dynamics 365 - Copilot for Sales | Microsoft Learn but following the steps is not resolving the issue.Copilot for Sales Outlook addin error
I have admin-deployed Copilot for Sales via M365 Intergrated App process. After about a week, we started getting dozens of users with an error message in the sidepane within Outlook. It simply states "We can't start this add-in because it isn't set up properly." I have tried to compare users who have the issue vs users who don't have the issue, but they appear to be on the same versions of Outlook (16.0.17531.20152). The addin was deployed on May 9th and issues started coming in around May 20th and I can't seem to find any rhyme or reason to some users error. What is also confusing is the addin technically "works", it just constantly is generating that error every time they open a new emailCopilot Outlook addin - Tracking\ saving recurring Appointment
Hello, Is it possible to track a series of meetings in the Copilot add-in? In the Dynamics App for Outlook application, there was such an option, I can open the entire series and save it to Dynamics 365. In the copilot add-on, a message appears about the inability to track the reccuring meeting. In Copilot presentations, Microsoft indicates that all Dynamics App for Outllok functionalities are (or will be) included in Copilot. Does anyone know anything more about recurring meetings in Copliot Outlook ad in?
