rebranding update

Author: sbmjais

support/sales-copilot/crm-permissions-and-configurations/align-missing-fields-error.md

@@ -1,23 +1,20 @@
 ---
-title: Align missing fields error in Copilot for Sales
-description: Resolves an error that occurs due to field mismatching between Microsoft Dynamics 365 and Copilot for Sales.
+title: Align missing fields error in Sales app
+description: Resolves an error that occurs due to field mismatching between Microsoft Dynamics 365 and Sales app.
 ms.date: 01/16/2024
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 ---
-# "Align missing fields" error in Copilot for Sales
+# "Align missing fields" error in Sales app
 
-This article helps you troubleshoot and resolve the "Align missing fields" error in Microsoft Copilot for Sales.
-
-> [!NOTE]
-> 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.
+This article helps you troubleshoot and resolve the "Align missing fields" error in Sales app.
 
 ## Who is affected?
 
 | Requirement type |Description  |
 |---------|---------|
-|**Client app**     |  Copilot for Sales Outlook add-in        |
+|**Client app**     |  Sales app in Outlook        |
 |**Platform**     | Web and desktop clients         |
 |**OS**     | Windows and Mac         |
 |**Deployment**     | User managed and admin managed       |
@@ -26,20 +23,18 @@ This article helps you troubleshoot and resolve the "Align missing fields" error
 
 ## Symptoms
 
-When a user tries to use Copilot for Sales, the following error message occurs. It indicates a field mismatch between CRM and Copilot for Sales.
+When a user tries to use Sales app, the following error message occurs. It indicates a field mismatch between CRM and Sales app.
 
 > Align missing fields
 
-:::image type="content" source="media/align-missing-fields-error/align-missing-fields-error.png" alt-text="Screenshot that shows the field mismatch error.":::
-
 ## Cause
 
-A field of a record exists in Copilot for Sales but not in CRM. The field is removed from the CRM after an administrator has configured fields of the record from the [Copilot for Sales administrator settings](/microsoft-sales-copilot/customize-forms-and-fields).
+A field of a record exists in Sales app but not in CRM. The field is removed from the CRM after an administrator has configured fields of the record from the [Sales app administrator settings](/microsoft-sales-copilot/customize-forms-and-fields).
 
 ## Resolution
 
-To solve this issue, check with the record owner to see if the field is removed by mistake. If the field is removed by mistake, ask the record owner to add the field back to the record in CRM. If the field is removed intentionally, [remove the field from the record in Copilot for Sales](/microsoft-sales-copilot/customize-forms-and-fields#remove-fields).
+To solve this issue, check with the record owner to see if the field is removed by mistake. If the field is removed by mistake, ask the record owner to add the field back to the record in CRM. If the field is removed intentionally, [remove the field from the record in Sales app](/microsoft-sales-copilot/customize-forms-and-fields#remove-fields).
 
 ## More information
 
-If your issue is still unresolved, go to the [Copilot for Sales - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+If your issue is still unresolved, go to the [Sales solution in Microsoft 365 Copilot - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.

support/sales-copilot/crm-permissions-and-configurations/duplicate-record-error.md

@@ -1,35 +1,35 @@
 ---
 title: Contact already exists error when creating a CRM record
-description: Resolves an error that occurs due to a duplicate detection rule in CRM when a user tries to create a record from Copilot for Sales.
+description: Resolves an error that occurs due to a duplicate detection rule in CRM when a user tries to create a record from Sales app.
 ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 ---
 # Record creation error due to duplicate detection rules in CRM
 
-This article provides a resolution for an error message that occurs when a user tries to create a record from Microsoft Copilot for Sales.
+This article provides a resolution for an error message that occurs when a user tries to create a record from Sales app.
 
 | Requirement type |Description  |
 |---------|---------|
-|**Client app**     |  Copilot for Sales Outlook add-in        |
+|**Client app**     |  Sales app in Outlook        |
 |**Platform**     | Web and desktop clients         |
 |**OS**     | Windows and Mac         |
 |**Deployment**     | User managed and admin managed       |
 |**CRM**     | Dynamics 365 and Salesforce       |
-|**Users**     | Users who try to create a CRM record from Copilot for Sales   |
+|**Users**     | Users who try to create a CRM record from Sales app   |
 
 ## Symptoms
 
-When a user tries to [create a new record in your CRM from Copilot for Sales](/microsoft-sales-copilot/create-new-record), the following error is displayed. It indicates that the record creation failed due to a [duplicate detection rule in CRM](/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean).
+When a user tries to [create a new record in your CRM from Sales app](/microsoft-sales-copilot/create-new-record), the following error is displayed. It indicates that the record creation failed due to a [duplicate detection rule in CRM](/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean).
 
 > This contact already exists. To create a duplicate contact, try adding it in Salesforce.
 
 :::image type="content" source="media/duplicate-record-error/duplicate-record-error.png" alt-text="Screenshot that shows the duplicate record error that occurs when a user tries to create a CRM record.":::
 
 ## Cause
 
-A duplicate detection rule in CRM is configured to prevent specific fields from having duplicate values across multiple records. When a user tries to create a record that contains a duplicate field from Copilot for Sales, the duplicate detection rule in CRM prevents the record from being created.
+A duplicate detection rule in CRM is configured to prevent specific fields from having duplicate values across multiple records. When a user tries to create a record that contains a duplicate field from Sales app, the duplicate detection rule in CRM prevents the record from being created.
 
 For example, if a duplicate detection rule is configured to prevent the creation of a record with the same email address as an existing record, the record creation fails if the new record's email address matches the existing record's email address.
 
@@ -47,6 +47,6 @@ For information about duplicate detection rules in CRM, see:
 
 ## More information
 
-If your issue is still unresolved, go to the [Copilot for Sales - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+If your issue is still unresolved, go to the [Sales solution in Microsoft 365 Copilot - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
 
 [!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]

support/sales-copilot/crm-permissions-and-configurations/errors-disabling-salesforce-server-to-server-flow.md

@@ -1,6 +1,6 @@
 ---
 title: Errors When Disabling Salesforce with Server-to-Server Flow
-description: Troubleshoot errors that might occur when disabling Salesforce with a server-to-server flow in Microsoft Copilot for Sales.
+description: Troubleshoot errors that might occur when disabling Salesforce with a server-to-server flow in Sales app.
 ms.date: 05/29/2025
 author: sbmjais
 ms.author: shjais
@@ -9,7 +9,7 @@ ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 ---
 # Errors that occur when disabling Salesforce with server-to-server flow
 
-This article helps you troubleshoot errors that might occur when you try to disable Salesforce with a server-to-server flow in Microsoft Copilot for Sales.
+This article helps you troubleshoot errors that might occur when you try to disable Salesforce with a server-to-server flow in Sales app.
 
 ## Who is affected?
 
@@ -58,7 +58,7 @@ To resolve this issue, confirm that the connected app exists.
 
 1. Go to **Setup** > **Apps** > **Connected Apps** > **Manage Connected Apps**.
 
-1. Confirm that the **Copilot for Sales Connected App** connected app exists.
+1. Confirm that the **Sales Connected App** connected app exists.
 
 If this issue persists, contact [Microsoft support](/microsoft-sales-copilot/get-support) for further assistance.
 
@@ -112,6 +112,6 @@ To resolve this issue, try disabling the connection again. If the issue persists
 
 ## More information
 
-If your issue is still unresolved, go to the [Copilot for Sales - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+If your issue is still unresolved, go to the [Sales solution in Microsoft 365 Copilot - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
 
 [!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]

support/sales-copilot/crm-permissions-and-configurations/errors-enabling-salesforce-server-to-server-flow.md

@@ -1,6 +1,6 @@
 ---
 title: Errors When Enabling Salesforce with Server-to-Server Flow
-description: Troubleshoot errors that might occur when enabling Salesforce with a server-to-server flow in Microsoft Copilot for Sales.
+description: Troubleshoot errors that might occur when enabling Salesforce with a server-to-server flow in Sales app.
 ms.date: 08/12/2025
 author: sbmjais
 ms.author: shjais
@@ -10,7 +10,7 @@ ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 ---
 # Errors that occur when enabling Salesforce with server-to-server flow
 
-This article helps you troubleshoot errors that might occur when you try to enable Salesforce with a server-to-server flow in Microsoft Copilot for Sales.
+This article helps you troubleshoot errors that might occur when you try to enable Salesforce with a server-to-server flow in Sales app.
 
 ## Who is affected?
 
@@ -39,7 +39,7 @@ During the Salesforce server-to-server flow setup, a connected app is deployed t
 
 To resolve this issue:
 
-1. In Salesforce, search for the **Copilot for Sales Integration User** user.
+1. In Salesforce, search for the **Sales Integration User** user.
 
 2. Confirm the user is active.  
    - If inactive, set the user status to active.
@@ -120,14 +120,14 @@ When you try to enable Salesforce with a server-to-server flow, the following er
 
 ### Cause
 
-During the Salesforce server-to-server flow setup, a profile named **Copilot For Sales Integration Profile** is created in the Salesforce organization. The error occurs when a profile with the same name already exists, preventing the creation process.
+During the Salesforce server-to-server flow setup, a profile named **Sales Integration Profile** is created in the Salesforce organization. The error occurs when a profile with the same name already exists, preventing the creation process.
 
 ### Resolution
 
 To resolve this issue, check if a profile with the same name already exists in the Salesforce organization. If it was created before enabling the server-to-server flow, rename the existing profile and try again. If the profile wasn't created previously, contact [Microsoft support](/microsoft-sales-copilot/get-support).
 
 ## More information
 
-If your issue is still unresolved, go to the [Copilot for Sales - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+If your issue is still unresolved, go to the [Sales solution in Microsoft 365 Copilot - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
 
 [!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]

support/sales-copilot/crm-permissions-and-configurations/errors-when-accessing-salesforce-with-server-to-server-flow.md

@@ -1,6 +1,6 @@
 ---
 title: Errors When Accessing Salesforce with Server-to-Server Flow
-description: Troubleshoot and resolve errors that occur when accessing Salesforce with server-to-server flow or during setup in Microsoft Copilot for Sales.
+description: Troubleshoot and resolve errors that occur when accessing Salesforce with server-to-server flow or during setup in Sales app.
 ms.date: 05/29/2025
 author: sbmjais
 ms.author: shjais
@@ -9,13 +9,13 @@ ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 ---
 # Errors that occur when accessing Salesforce with server-to-server flow
 
-This article helps you troubleshoot and resolve errors that might occur when a user tries to access Salesforce with a server-to-server flow or when an administrator sets up the server-to-server flow for Salesforce in Microsoft Copilot for Sales.
+This article helps you troubleshoot and resolve errors that might occur when a user tries to access Salesforce with a server-to-server flow or when an administrator sets up the server-to-server flow for Salesforce in Sales app.
 
 ## Who is affected?
 
 | Requirement type |Description  |
 |---------|---------|
-|**Client app**     |  Copilot for Sales Outlook add-in        |
+|**Client app**     |  Sales app in Outlook        |
 |**Platform**     | Web and desktop clients         |
 |**OS**     | Windows and Mac         |
 |**Deployment**     | User managed and admin managed       |
@@ -46,9 +46,9 @@ To resolve this issue, update the connected app configuration in Salesforce:
 
 1. Go to **Setup** > **Platform Tools** > **Apps** > **Connected Apps** > **Managed Connected Apps**.
 
-1. On the **Connected Apps** page, select **Copilot for Sales Connected App**.
+1. On the **Connected Apps** page, select **Sales Connected App**.
 
-1. Under **Custom Connected App Handler**, ensure that the value of **Run As** is set to **Copilot for Sales Integration User**.
+1. Under **Custom Connected App Handler**, ensure that the value of **Run As** is set to **Sales Integration User**.
 
 1. Go to **Administration** > **Users** > **Users** and confirm that the profile of the integration user is **CopilotForSalesIntegrationProfile**.
 
@@ -79,20 +79,20 @@ To resolve this issue, ensure that the connected app and integration user config
 
 1. Go to **Setup** > **Platform Tools** > **Apps** > **App Manager**.
 
-1. On **Copilot for Sales Connected App** row, select the down arrow, and then select **Edit**.
+1. On **Sales Connected App** row, select the down arrow, and then select **Edit**.
 
 1. Under **API (Enable OAuth Settings)**, ensure that **Enable Client Credentials Flow** is selected.
 
 1. Go to **Apps** > **Connected Apps** > **Managed Connected Apps**.
 
-1. On the **Connected Apps** page, select **Copilot for Sales Connected App**.
+1. On the **Connected Apps** page, select **Sales Connected App**.
 
-1. Under **Custom Connected App Handler**, ensure that the value of **Run As** is set to **Copilot for Sales Integration User**.
+1. Under **Custom Connected App Handler**, ensure that the value of **Run As** is set to **Sales Integration User**.
 
-1. Open user details for the **Copilot for Sales Integration User** user and confirm the following:
+1. Open user details for the **Sales Integration User** user and confirm the following:
 
     1. The profile of the integration user is **CopilotForSalesIntegrationProfile**.
-    1. The user is associated with the **Copilot for Sales connected app permission set**.
+    1. The user is associated with the **Sales Connected App permission set**.
     1. The user is associated with the **Salesforce API Integration** permission set license assignments.
 
 In addition, check if any unintended changes are made to the connected app or integration user configuration. If yes, revert the changes to the original configuration.
@@ -117,7 +117,7 @@ During the Salesforce server-to-server flow setup, a connected app is deployed t
 
 To resolve this issue, contact [Microsoft support](/microsoft-sales-copilot/get-support) and provide the following information:
 
-- Whether the "Copilot for Sales Connected App" connected app is updated accidentally.
+- Whether the "Sales Connected App" connected app is updated accidentally.
 - If the connected app is still available, provide its ID.
 
 #### Error 2: Session ID isn't allowed for use REST API access at Salesforce
@@ -134,7 +134,7 @@ To resolve this issue, contact your administrator to set the appropriate OAuth s
 
 1. Go to **Setup** > **Platform Tools** > **Apps** > **App Manager**.
 
-1. On **Copilot for Sales Connected App** row, select the down arrow, and then select **Edit**.
+1. On **Sales Connected App** row, select the down arrow, and then select **Edit**.
 
 1. Under **API (Enable OAuth Settings)**, ensure the **Manage user data via APIs (api)** is selected in the **Selected OAuth Scopes** list. If it's not selected, check if the setting is changed manually by mistake. If yes, revert the changes.
 
@@ -161,7 +161,7 @@ This error occurs when the client ID of the Salesforce connected app is invalid.
 
 To resolve this issue, contact [Microsoft support](/microsoft-sales-copilot/get-support) and provide the following information:
 
-- Whether the "Copilot for Sales Connected App" connected app is deleted accidentally.
+- Whether the "Sales Connected App" connected app is deleted accidentally.
 - If the connected app is still available, provide its ID.
 
 ## Try again
@@ -203,6 +203,6 @@ To resolve this issue, try again after 10 to 15 minutes. If this issue persists,
 
 ## More information
 
-If your issue is still unresolved, go to the [Copilot for Sales - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
+If your issue is still unresolved, go to the [Sales solution in Microsoft 365 Copilot - Microsoft Community Hub](https://techcommunity.microsoft.com/t5/viva-sales/bd-p/VivaSales) to engage with our experts.
 
 [!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]