Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Co pilot to connect to company's Dynamics 365

Posted on by 21
How do you connect to my company's CRM (Dynamics 365) please.
 
At the moment there is a co-pilot in customer insight Dynamics app, does not recognise any data queries. Not able to return any values when entering in company data.
 
 
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Co pilot to connect to company's Dynamics 365
    Hi,
    All users?
    Is the configuration all done as shown in the following documentation?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans