Copilot For Sales - Dynamics Environment Switching
Hello, We have 2 dynamics environments we've been using for the Copilot for Sales Roll-out (UAT and Production). We've currently deployed into Production and onboarded our Sales Team users. As an admin, I would like to switch my environment back to UAT to complete some customisation testing in our UAT environment, before I roll it out in Production. If I switch the environment from my account (as an Admin) from Prod to UAT. Is there any knock-on effect for other users? Will it affect the configuration I've already set-up? We currently have 2 full admins for Copilot for Sales, the other admin would stay in Production. Any guidance is appreciated. Kind regards, Adam
Copilot for Sales Adoption Report
I am reviewing the Copilot for Sales adoption report and have noticed discrepancies between the reported usage data and the number of licences allocated. This raises a concern that the Viva Insights report may not fully account for Microsoft’s recent change to merge Copilot and Copilot for Sales licences. Could you confirm whether the adoption metrics reflect this merged licensing model?
CoPilot for Sales Agent - Missing Permissions
hello, I am trying to activate the Copilot for Sales agent for the first time. In the configuration, Leads and Account seem fine. When choosing the opportunity table I get a missing permissions error even though I confirmed the copilot user definitely has access to this table. Has anyone had a similar issue that can help? thanks, Andrew
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
Extending Copilot for Sales (standard)
I could not find documentation that would clearly state licenses needed when extending Copilot for Sales. For example, if users have D365 sales enterprise license, can I extend Copilot for Sales with Copilot Studio by adding new topic that starts a flow and returns message to user in the Copilot for Sales side panel in D365? Or does this require the separate Copilot for Sales license?
Unable to launch Salesforce Login Pop-up
I am facing the problem when I try to login from copilot for sales side panel. Please give an idea to fix it. Error Code below, it happens when I click sign in production in side panel beforce input user ID and pass. "errorCodeName": "Microsoft.SalesProductivity.CRMProxy.ConnectionErrorCode.PowerAppsConnectionApiError", "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": "655ef7b5-3504-4430-945b-c64bbbaf6cb3", "activityId": "61c173cf-6deb-4d95-8cf5-305689079fd5" }Sync Copilot for Sales in OUtlook with CRM
I am not being able to use Copilot for Sales. This is the error: Fix mailbox errors in Dynamics 365 Your mailbox and Dynamics 365 didn’t sync, so that will need to be fixed before your emails will auto-save again. Even doing step by step, this is the message - Appointments, contacts, and tasks can't be synchronized because the email address of the mailbox Michele Nakamura requires an approval by an Office 365 Global Administrator. Who is the office 365 Global Administrator? I work in Microsoft.
