Copilot for Sales configuration error with Outlook

Question

Hello - I am having a challenge from Outlook to Copilot for Sales.&nbsp; Steps I am taking:&nbsp;&nbsp;
1.&nbsp; in Outlook, click on Copilot for Sales add in
2.&nbsp; click on save email to Dynamics 365.&nbsp;
3.&nbsp; Get an error message (attached below)&nbsp;
&nbsp;
Please advise.&nbsp; I am following the steps in the docs site&nbsp;Fix mailbox errors in Dynamics 365 - Copilot for Sales | Microsoft Learn&nbsp;but following the steps is not resolving the issue.
&nbsp;
&nbsp;
&nbsp;
&nbsp;

anne_stanton · Answer

Starting with basicsAre you "Authenticated" and do you have the correct Role based entitlement to append an activity to the correct record?Is the service account that copilot is using setup correctly with the correct licensing and Role Based Entitlements?

scottler · Answer

Anne_Stanton&nbsp;Thanks for the reply.&nbsp; It was a "module" that I needed to add and have the Exchange administrator approve.&nbsp; I am all set now!&nbsp; &nbsp;

mteske · Answer

Hi Scottler,I am getting the same error.&nbsp; I have approved, test and enabled the mailbox in Dynamics.&nbsp;What "module" had to be added?&nbsp;&nbsp; Did the Exchange Admin approve the mailbox or adding the module.Thanks.This is where I have approved the mailbox&nbsp;&nbsp;

mteske · Answer

Sometimes just asking for help gets you the answer.&nbsp; I had been having this problem for weeks and kept coming back to the solution of approve, test and enable the mailbox.&nbsp;Turns out it was having copilot for sales select the correct environment&nbsp;https://learn.microsoft.com/en-us/microsoft-sales-copilot/more-options&nbsp;&nbsp;

scottler · Answer

Sounds like it is solved.&nbsp; I had to go to MSX permissions --&gt; Open the MSX User Provisioning link, Create new Ticket and check MSX Dynamics 365 App for Outlook and then proceed to answer and submit.
&nbsp;

Forum Discussion

Copilot for Sales configuration error with Outlook

Share

Resources