Dynamics Community Forum Thread Details

Salesforce CRM Connector Add button disabled in Microsoft 365 Admin Center

We are attempting to configure the Microsoft Salesforce CRM connector from the Microsoft 365 Admin Center (Copilot > Connectors).

The Salesforce CRM connector is visible in the Connector Gallery; however, the Add button is greyed out and cannot be selected.

Environment:
- Microsoft 365 E5 tenant
- Global Administrator account
- Salesforce Enterprise environment
- Salesforce External Client App has been configured for OAuth integration

Troubleshooting completed:
- Verified Global Administrator role
- Verified access to Microsoft 365 Admin Center and Copilot Connectors
- Confirmed Salesforce CRM connector appears in the catalog
- Verified issue occurs before Salesforce authentication is initiated
- Confirmed no Microsoft 365 Copilot license is currently assigned to the administrator account

Please confirm:
1. Whether Microsoft 365 Copilot licensing is required to create a Salesforce CRM connector.
2. Whether additional licensing, billing policies, or service provisioning are required.
3. Why the Add button is disabled for this connector in our tenant.

Categories:

Microsoft Dynamics CRM

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