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Customer experience | Sales, Customer Insights,...

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Microsoft sales copilot configure new contact creation

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Posted on by GC-30050707-0

16

The feature to create new contacts in Copilot for Sales is not showing, event if I have enabled in Copilot for Sales admin settings. Any ideas?

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PerezAguiar Microsoft Employee on at

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Hey Giovanna

Could you post a screenshot? According to documentation, https://learn.microsoft.com/en-us/microsoft-sales-copilot/create-contact-crm-sales-copilot#one-external-contact, options to add should display either on teams or Outlook. Which app this is happenign on your side? Have you confirmed that Copilot is enabled on the org?

Regards,

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