Dynamics Community Forum Thread Details

Sales Hub Conversation Intelligence Exception for Provisioning Status

I am working on enabling Teams Calls and Conversation Intelligence.

Team Calls and Conversation Intelligence are enabled for all security roles.
Recording options are set to manually record all participants.
Recording notifications for customers is turned on.
Enable recording policy is set for all security roles.

But Conversation Intelligence recording and notes are not working for users.
Users who do not have system administrator roles are receiving an error message for Conversation Intelligence: "Provision to organization failed."

In Chrome development tools there are no exception messages for missing security privileges.
Inside Chrome development network tab, I see a Get request not passing. It returns 404.
The GET request URL is: https://api-weur.sales.ai.dynamics.com/user/v1.0-preview/organizations/{guid}/provisioning/status
This GET request is called again if it was not successful.

I created a temporary security role with permissions to record, conversation entities, transcript, notes, teams call, sales provision request.
I assigned the security role to users, but there was no change to behavior.
The Get request for provisioning status still failed

System Administrator users get a success response for the GET request.
If I give a user temporary system admin permission and wait for the API Call to be successful and then revoke the system administrator permission the user no longer receives an error message for conversation intelligence.
I cannot use this method for all users for security reasons.

Are there additional steps that I am missing for enabling recording and notes with Conversation Intelligence ?

Categories:

Dynamics 365 Sales

Microsoft Dynamics CRM

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