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jas_infront
Copper Contributor
Joined 10 months ago
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Copilot for Sales - tracking a Reply to already sent email
Dear all, Saving emails with Copilot for Sales form Outlook works as intended except in once case. When a sales person first sends an email to a CRM contact - it will be tracked in CRM. If there is no response the Sales will reply to that same email (that is already saved in CRM) to the same CRM contact person - which should be the same thread, but that Replay email is not being saved in CRM. The Sales would have to go and save it manually again. Is there a reason for this? Thank you Kind regards JasminaSalesCopilot Save from Outlook to D365CRM - error message
Hi We successfully installed SalesCopilot in Outlook and connected it to our Dynamics 365 CRM. The issue appears when we try to save an email in CRM using using SalesCopilot. The issue appears both in Outlook Desktop App and Web App. It just says that the user needs rights to be able to save the email, but it doesn't say which rights: { "errorCodeName": "Microsoft.SalesProductivity.Common.Base.SPServiceCustomErrorCode.SSSValidationFailure", "title": "Privilegi aggiornati obbligatori", "message": "Per utilizzare Copilot for Sales, invia i dettagli dell'errore all'amministratore di Microsoft Dynamics 365 e chiedigli di aggiornare i tuoi privilegi.", "troubleshootingLink": "https://go.microsoft.com/fwlink/?linkid=2261441", "details": "{\"title\":\"Privilegi aggiornati obbligatori\",\"description\":\"Per utilizzare Copilot for Sales, invia i dettagli dell'errore all'amministratore di Microsoft Dynamics 365 e chiedigli di aggiornare i tuoi privilegi.\",\"helpLink\":\"https://go.microsoft.com/fwlink/?linkid=2261441\",\"isTransient\":false}", "sessionId": "55a13957-bd0a-419e-968f-0e347ce02e51", "activityId": "8dad848e-59ec-44a7-b047-932ea4ab068f" } Thank you for all the help Jas
