Unable to see the Contract & custom Salesforce object records using Microsoft Copilot for Sales
Hi, We could see the Opportunity records of the Accounts from Salesforce on outlook using Microsoft CoPilot for Sales. But unable to see the Contract & custom Salesforce object records related to that account. We have provided all the required permissions to the objects (entities - Opportunity, Contract & custom objects) Via Permission Sets on Salesforce. We are working on high priority POC for one of our customers. Please help us on this? Thanks Santosh
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!Access announces removal of Salesforce ODBC driver in October 2025
MS Access 2019 (and newer) ships a licensed Salesforce ODBC driver from InsightSoftware that will lose sustaining support after June 30th, 2026. But because we can no longer provide updates for the driver, the Access team has decided to accelerate the removal of this driver and remove it from the product in October 2025. Applies to: Access 2019 volume licensed and Enterprise plans Access 2021, Access 2024, and Microsoft 365 subscriptions Access 2021 and Access 2024 as part of the Office 2021 and Office 2024 perpetual licenses (standalone versions) The Salesforce ODBC driver bundled with Office includes shared libraries such as: libcurl.dll libcrypto-3.dll libssl-3.dll These libraries are located under the following path: Program Files\Microsoft Office\ODBC Drivers\Salesforce. They may also be present in different locations. Drivers installed by Office and used to access your Salesforce data will be removed on permanently on October 28, if you are using Access as part of a Microsoft 365 Apps monthly version and on November 11 if you are on the semi-annual release. For customers using perpetual Access 2019, 2021, or 2024, the drivers will be removed on November 11. You do not need to manually remove the drivers. Access currently doesn't have a way to talk directly to the Salesforce APIs so customers must continue to use the standardized ODBC driver framework that we currently support. Customers can independently purchase the Simba.DLL driver if needed from InsightSoftware. There are also other vendors that offer a Salesforce driver. Simba driver from InsightsSoftware https://insightsoftware.com/simba/ ODBC driver from devart https://www.devart.com/odbc/salesforce/ Salesforce integration from boomi https://boomi.com/solutions/application/salesforce/ Salesforce driver from cdata https://www.cdata.com/drivers/salesforce Once you purchase and install the driver, Access can connect to your Salesforce external data source. On the External Data ribbon, choose New Data Source > From Other Sources > ODBC Database We will provide more updates when available.
sales copilot saleforce integration queries
Our client would like to use co-pilot for sales and plugin to Salesforce. They have asked the following: Can the integration access all Salesforce data, or can you do field level sync? Does Microsoft get access to the data via co-pilot or is everything encrypted even from Microsoft? Is any data stored by Microsoft or is it wiped after each query?new users cannot sign into salesforce - power platform error
https://learn.microsoft.com/en-us/troubleshoot/sales-copilot/setup-installation-and-sign-in/first-user-cant-create-trial-environment?context=%2Fmicrosoft-sales-copilot%2Fcontext%2Fsales-copilot-context so as per article we already have a few users on sales copilot working fine. The power platform trial environment was create by first user, its there "msdyn_viva". new users that were added with licenses cant login to salesforce - it gives error saying it cant create the trial power platform environment. - they are not suppose to be creating a new environment, its already there we have users using sales copilot fine for last 2 months.. why is it that these net new users are attempting to create a new power platform during sign in? the only change was Microsoft change our license to be displayed as "DO NOT USE - Microsoft Sales Copilot"...why would Microsoft put this in the licenses name; there is no other changes in our environment..
Unable to connect Viva Sales with Salesforce
I'm getting the below error while trying to connect Viva Sales with my Salesforce sandboxes (both, production and developer): { "errorcode": 4258, "message": null, "details": "No such host is known.", "sessionId": "99cd1408-5646-45fa-b71b-dbd2b523a5ee", "activityId": "5ebbf204-82ae-47a6-9983-fa054e6c38ec" } I've tried creating and connecting a new/ trial account, enabled the APIs, removed any IP restrictions but none of it seems to work. The same is working when I'm trying to connect it with my Dynamics sandbox.Add custom entities to Viva Sales through the new forms customization
With the new capabilities in the Viva Sales forms customization, admins can add custom as well as new out-of-the-box entities, control list views and much more. https://cloudblogs.microsoft.com/dynamics365/it/2023/06/05/enhancing-seller-productivity-customize-viva-sales-forms/
Save Summary to Salesforce not working
Hi there, Our organization has Sales CoPilot connected to a Salesforce production instance. Everything seems to work well except the "Save (email) summary to Salesforce" button. We're able to press the "Save (email) summary to Salesforce" button on the Sales CoPilot panel in Outlook and it appears to work. However, when we go to Salesforce the email summary does not appear on the notes object in Salesforce. Any idea on how to help with this? See screenshots:
Unable to switch CRM environments to Salesforce
Hello, I'm new to Microsoft through acquisition. I'm attempting to launch Sales Copilot within Outlook and unable to switch the CRM environment to Salesforce. When attempting to sign in, I get the following error message: I then attempt to follow the steps to correct the error through Power Platform but don't have the proper access. Has someone else run into this issue? If so, please help! Thanks, Craig
