Recent Discussions
Sales Copilot in Dynamics CRM / Sales not available anymore.
Hi, I want to test the new sales copilot integration dynamics CRM. I could activate this on the Sales Hub MDA and all works well. Since 2 weeks, the sales copilot didn't start anymore and I get no errors. I have asked our IT if there anything blocked. No answer. Who knows about this activation, is something missing or not available? Our environment is in the Swiss cloud. Thank you, Nico
Add-in warning / "currently upgrading"
Hi All -- I'm enjoying my test/experiment with Viva Sales (Preview) + D365 integration in Outlook. I appreciate the modern/streamlined experience. This week I got a notice that the plugin was being upgraded and I'm seeing across multiple machines the same error -- "Add-in Warning This add-in is currently upgrading. Please close the current message or appointment, and re-open in a few moments." 1) I try closing and reopening, with no improvemnet 2) I've reproduced the problem on multiple machines (only 1 user account though) 3) The warning task pane for the warning is a separate pane than the Viva Sales (Preview) pane. Meaning, in my interface I have the email being drafted, a viva sales pane, and the add-in warning pane. 4) I've approved & re-approved the add-in via the app installer site (I forget its exact name). Curious if anyone is seeing this and/or has resolved it.
Cannot connect to my Dynamics 365 environment
Hi everyone, I cannot connect to my D365 CE environment within Outlook. It provides an error: { "errorcode": 4255, "message": "To use Sales Copilot, sign out of the app, open it again, and sign in to Dynamics 365", "title": "Try signing in again", "details": "No such host is known.", "troubleshootingLink": null, "sessionId": "cf9deba0-363d-4ab3-a132-74d60df93e65", "activityId": "0da9aa0d-651c-49c0-840e-e3283c4598b0" } I am admin (tenant and sys admin on the Dynamics environment with the role as well) and is does not connect. What should I do now? Thanks in advance!
Viva Sales Teams meeting summary not working
Good morning all, I've got Viva Sales working great for adding contacts into Dynamics but the Teams meeting summary integration seems to be missing for me. I can add the tab to a Teams Meeting but when I try to activate it, I get the following error: Can’t create a meeting summary Summaries are created when meetings are recorded and transcribed. Ask your admin to turn on transcription for Teams meetings. Teams meeting recording and transcription is working fine, but no luck with Viva Sales. I also noticed that themsdyn_vivaPower Platform environment has not been created so I suspect that there was an issue with the initial setup. Appreciate any help. SteveCopilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.
User getting msdyn_crmconnection permission error while opening in outlook
Admin deployed the viva sales app. but the user having sales person role already and trying to launch the viva sales addin but getting prvreadmsdyn_crmconenction you do not have permission to access msdyn_crmconnection recods. Reach out d365 admin.Outlook Plugin Not Loading
Hi I have recently enabled Viva Sales within Outlook desktop, however the app will not load with a debugging error as below. Line: 76 Error: Office.js has not fully loaded. Your app must call "Office.onReady()" as part of it's loading sequence (or set the "Office.initialize" function). If your app has this functionality, try reloading this page. The plugin works fine within OWA. Regards AlanCopilot 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 email
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 siteFix mailbox errors in Dynamics 365 - Copilot for Sales | Microsoft Learnbut following the steps is not resolving the issue.Microsoft Sales Co-pilot promotional emails being sent to all users
Since yesterday, all users in my environment are getting an email fromemail address removed for privacy reasonswith the subject "Start selling better, faster, and more intelligently with Microsoft Sales Co-pilot". We only have a very small number of users who work with "sales" type activities. We have Microsoft communications to end users disabled in MAC and have switched offMicrosoft Sales Co-pilot as much as we can via MAC. We setup an exchange rule to block the subject"Start selling better, faster, and more intelligently with Microsoft Sales Co-pilot" and it seems some are still getting through as Microsoft alternate the spelling of the word "co-pilot" to "copilot"! Is anyone else experiencing this? I raised a ticket with MS Support who could not help"Kindly understand that my support scope doesn't give me access to know why such promotional email are sent after settings are turned off." Why are the Sales Co-Pilot team delivering emails to my end users ignoring communication preferencesin MAC?Viva Sales Teams Bot not working
Hi, I have added the Viva Sales app to outlook and it appears to work beautifully. Great app 🙂 However I can add the Viva Sales app to Teams and add it to a chat window but when I send a contact it never expands. I can still link to the Dynamics record but I never see the expanded window in the chat with with the customer details. Thanksnew 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 Microsoftput this in the licenses name; there is no other changes in our environment..
Recent Blogs
- To wrap up 2024, we’re excited to bring you usage data through the Viva Insights Analyst Workbench, and two great new enhancements in Outlook!Dec 20, 2024
- This month’s release features the public preview of a new CRM sign in experience in Teams!Dec 20, 2024
