Microsoft Dynamics Sales

[Fernanda Rabbe]

I want to test the new sales copilot integration dynamics CRM. I could activate this on the Sales Hub MDA and all works well. Since 2 weeks, the sales copilot didn't start anymore and I get no errors. I have asked our IT if there anything blocked. No answer.

@SchwarzbachN
Check 1: Could a tenant admin check in PPAC for your environment that "Allow data movement across regions for generative AI features" should be allowed, i.e. shouldn't look like below image which is showing "Not allowed"

Check 2: Copilot is enabled for the Dynamics app, see instructions here : Enable and configure Copilot in Dynamics 365 Sales Microsoft Learn

If both of these checks do not unblock please raise a ticket with support

We also have been affected by this bug. We had Sales copilot enabled on our test org (was working ok) and can't enable it now on Production. Also from Test it disappeared. Also the email summary option isn't not working in the Sales Copilot addon in Outlook when connected to our Prod org, but it works against Test.

But we are still facing the issue with the "Email summary" function provided by the Sales Copilot add-on in Outlook. The section "Summary of this email" and "Draft with Copilot" are not disabled when we connecting our Outlook client to our D365 CRM Prod environment. The sections highlighted in the red box on below screenshot.

But when connecting Outlook to our Test environment both sections are displayed as displayed for the same email.