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support/sales-copilot/crm-permissions-and-configurations/missing-object-update-edit-access.md

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## Symptoms
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When a user tries to update a CRM record from the [Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/use-sales-copilot-outlook), the following error message is displayed:
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When a user tries to update a CRM record from the [Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/open-app#access-copilot-for-sales-in-outlook), the following error message is displayed:
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> To update Salesforce, ask for edit access for this object.
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support/sales-copilot/crm-permissions-and-configurations/missing-privileges-sign-in.md

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## Resolution
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To solve this issue, assign the user the [additional privileges required for Dynamics 365 customers](/microsoft-sales-copilot/install-viva-sales#additional-privileges-required-for-dynamics-365-customers).
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To solve this issue, assign the user the [additional privileges required for Dynamics 365 customers](/microsoft-sales-copilot/privileges#privileges-required-for-dynamics-365-customers).
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## More information
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support/sales-copilot/crm-permissions-and-configurations/missing-record-update-edit-access.md

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## Symptoms
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When a user tries to update a CRM record from the [Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/use-sales-copilot-outlook), the following error message is displayed:
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When a user tries to update a CRM record from the [Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/open-app#access-copilot-for-sales-in-outlook), the following error message is displayed:
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> To update Salesforce, ask for edit access for this record.
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support/sales-copilot/crm-permissions-and-configurations/no-access-to-dynamics-365-error.md

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---
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# "No access to Dynamics 365" error in Copilot for Sales
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This article helps you troubleshoot and resolve issues when users can't access Microsoft Dynamics 365 through the [Microsoft Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/use-sales-copilot-outlook).
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This article helps you troubleshoot and resolve issues when users can't access Microsoft Dynamics 365 through the [Microsoft Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/open-app#access-copilot-for-sales-in-outlook).
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> [!NOTE]
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> Microsoft Sales Copilot is rebranded as Microsoft Copilot for Sales in January 2024. The screenshot in this article will be updated with the new name soon.

support/sales-copilot/crm-permissions-and-configurations/update-settings-to-save-emails-error.md

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---
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title: Can't save email to CRM due to invalid mailbox settings
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description: Resolves an error that occurs in Microsoft Copilot for Sales due to invalid mailbox settings in Microsoft Dynamics 365.
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ms.date: 01/10/2024
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ms.date: 01/10/2025
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author: sbmjais
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ms.author: shjais
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manager: shujoshi
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1. Open the CRM instance you connected to Copilot for Sales.
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> [!NOTE]
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> To get the CRM instance URL, select **Options** (****) in the upper-right corner of the **Copilot for Sales** pane. The URL is displayed under **Signed in to Dynamics 365**.
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> To get the CRM instance URL, go to the [Home tab](/microsoft-sales-copilot/personal-app#home-tab) in the Copilot for Sales personal app in [Outlook](/microsoft-sales-copilot/personal-app#open-the-personal-app-in-outlook) or [Teams](/microsoft-sales-copilot/personal-app#open-the-personal-app-in-teams), and select the environment name in the upper-right corner.
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2. Select **Settings** > **Personalization Settings**.
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support/sales-copilot/setup-installation-and-sign-in/connection-lost-error.md

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To solve this issue, perform one of these steps:
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- Select **Sign in again** in the error message, and then sign in to Salesforce again.
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- [Sign out of Copilot for Sales](/microsoft-sales-copilot/sign-out-sales-copilot) and then sign in to Salesforce again.
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- [Sign out of Copilot for Sales](/microsoft-sales-copilot/more-options#sign-out-of-copilot-for-sales) and then sign in to Salesforce again.
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## More information
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support/sales-copilot/setup-installation-and-sign-in/request-your-crm-administrator-permissions-error.md

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## Symptoms
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After you sign in to Salesforce CRM through the [Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/use-sales-copilot-outlook), the following error message is displayed:
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After you sign in to Salesforce CRM through the [Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/open-app#access-copilot-for-sales-in-outlook), the following error message is displayed:
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> Request your CRM administrator permissions to access Salesforce using APIs
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support/sales-copilot/setup-installation-and-sign-in/update-add-in-error.md

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## Symptoms
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When you open the [Copilot for Sales pane in Microsoft Outlook](/microsoft-sales-copilot/use-sales-copilot-outlook#open-sales-copilot), the following error message is displayed:
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When you open the [Copilot for Sales pane in Microsoft Outlook](/microsoft-sales-copilot/open-app#access-copilot-for-sales-in-outlook), the following error message is displayed:
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> **Add-in error:** An update to this add-in is available that requires your review and confirmation to install.
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1. If the **Update** button is available, select it and follow the prompts to update the add-in.
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1. If the **Update** button isn't available, go to the **Configuration** tab, select **Copilot for Sales for Microsoft Outlook**, and then select **Remove**. Once done, reinstall the Copilot for Sales add-in for Microsoft Outlook. For more information, see [Install Copilot for Sales](/microsoft-sales-copilot/install-viva-sales).
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1. If the **Update** button isn't available, go to the **Configuration** tab, select **Copilot for Sales for Microsoft Outlook**, and then select **Remove**. Once done, reinstall the Copilot for Sales add-in for Microsoft Outlook. For more information, see [Install Copilot for Sales](/microsoft-sales-copilot/install-viva-sales#admin-deployed-installation).
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5. If the add-in isn't listed under the **Admin-managed** section, uninstall the add-in from the **My add-ins** section, and reinstall it.
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