Forum Discussion

aysenboz's avatar
aysenboz
Copper Contributor
Aug 01, 2023

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 li...
AI enabled Sales
Dynamics CRM connectivity
Outlook experience
Sales Productivity
  • Bharath Varadarajan's avatar
    Bharath Varadarajan
    Aug 09, 2023
    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 Varadarajan's avatar
Bharath Varadarajan
Icon for Microsoft rankMicrosoft
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
LarsFalck's avatar
LarsFalck
Copper Contributor
Jan 16, 2024

Hi Bharath Varadarajan,

 

Do you have an idea if and when the functionality will be added to Copilot?

 

Best regards

Lars 

Resources