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!
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
