MissingSalesCopilotCustomization error with Outlook add-in signed into D365 Sales
Just a few days ago, users started seeing an error with the Copilot for Sales add-in for Outlook. The error details mention "Missing Sales Copilot Customization". This occurs only when signed into production D365 Sales org; if I switch my user (admin user) to our sandbox org I have no issue. There must have been a changed in the last few days with an update. Any help is appreciated. "errorCodeName": "Microsoft.SalesProductivity.ServiceFramework.SPServiceCustomErrorCode.MissingSalesCopilotCustomization", "message": "Copy the error details here, then share them with your admin or Microsoft support and ask if they can help you resolve this issue.", "title": "Something went wrong", "properties": {}, "troubleshootingLink": null, "sessionId": "71a1cf8b-9782-4cd8-b31a-4167d061c744", "activityId": "bfbeaa87-0421-461c-b1cf-d6bd7d454a22"
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.
Copilot 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 Outlook addin - Tracking\ saving recurring Appointment
Hello, Is it possible to track a series of meetings in the Copilot add-in? In the Dynamics App for Outlook application, there was such an option, I can open the entire series and save it to Dynamics 365. In the copilot add-on, a message appears about the inability to track the reccuring meeting. In Copilot presentations, Microsoft indicates that all Dynamics App for Outllok functionalities are (or will be) included in Copilot. Does anyone know anything more about recurring meetings in Copliot Outlook ad in?
Microsoft Dynamics Prompts, ability to customize?
Exploring into the prompt options within Outlook and Dynamics CRM. The default options used to show in the Draft Email/Outlook area in the pic below. Now they do not show at all, is Microsoft working on this or is this a bug? Also, are you able to customize the text to change the wording better suited to the teams at a company? The CRM default options look like this: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
