Forum Discussion
Sales CoPilot - Email Attachments dont appear in timeline when saving the email to D365 from Outlook
Hi
Currently having some trouble seeing attachments associated to the email in the Timeline related to the record I am saving the email to. Has anyone else experiences this? is this a product limitation or is there a setting that needs to be turned on somewhere?
Thanks in advance
Aysen
- Hey Aysen, Sales Copilot does not save attachments to CRM when an email is saved. This is a known limitation in the app today. This is in our roadmap and we expect to get to it in a future release (but no dates to share yet.)
Thanks,
Bharath Varadarajan
Product Manager, Microsoft Sales Copilot
Bharath VaradarajanMicrosoft
Hey Aysen, Sales Copilot does not save attachments to CRM when an email is saved. This is a known limitation in the app today. This is in our roadmap and we expect to get to it in a future release (but no dates to share yet.)
Thanks,
Bharath Varadarajan
Product Manager, Microsoft Sales CopilotBharath Varadarajan Is there already more information about the development of this functionality?
Is there any update on if and when this update would be added to Copilot? Our organization sees this feature as a significant value add.
Thank you,
Michael Piotrowski
Jenna Netlandmpiotrowski Hello! While we don't yet have an exact date to share out, the good news is I can say it's something we're actively working on. If you'd like to provide thoughts on what your expectations are for this feature or if you're interested in a possible preview and would like to share your email with us so we can reach out directly, please fill out this form: https://forms.office.com/Pages/ResponsePage.aspx?id=v4j5cvGGr0GRqy180BHbR_8rQWQ3xnVKhyFHVfdrOStUN0YyRkwxWFFHOE1UTDhGVFJXRjJYRlpHSC4u
Thank you!
Jenna Netland
Product Manager, Microsoft Sales Copilot
Do you have an idea if and when the functionality will be added to Copilot?
Best regards
Lars
