rebranding and date updates

sbmjais · sbmjais · commit 82b9b5f455d0 · 2025-11-20T17:07:02.000+05:30
diff --git a/support/breadcrumb/toc.yml b/support/breadcrumb/toc.yml
@@ -57,7 +57,7 @@ items:
       tocHref: /troubleshoot/sql/
       topicHref: /troubleshoot/sql/welcome-sql-server
 
-    - name: Microsoft Copilot for Sales
+    - name: Sales in Microsoft 365 Copilot
       tocHref: /troubleshoot/sales-copilot/
       topicHref: /troubleshoot/sales-copilot/welcome-sales-copilot
 
diff --git a/support/dynamics-365/sales/troubleshoot-emails-issues.md b/support/dynamics-365/sales/troubleshoot-emails-issues.md
@@ -4,7 +4,7 @@ description: Provides resolutions for the known issues that are related to email
 author: sbmjais
 ms.author: shjais
 ms.reviewer: lavanyakr, aam, veparim
-ms.date: 03/12/2024
+ms.date: 11/20/2025
 ms.custom: sap:Sales Insights
 
 ---
@@ -76,4 +76,4 @@ If a user can't see untracked emails and meetings, perform the following steps t
 
 ### Workaround
 
-There's no resolution available for this issue as it's the expected behavior. As an alternative, users can use [Microsoft Copilot for Sales in Outlook](/microsoft-sales-copilot/save-outlook-activities-crm) to record individual activities, or use [server-side synchronization](/power-platform/admin/email-message-filtering-correlation) to track all emails and meetings automatically.
+There's no resolution available for this issue as it's the expected behavior. As an alternative, users can use the [Sales app in Outlook](/microsoft-sales-copilot/save-outlook-activities-crm) to record individual activities, or use [server-side synchronization](/power-platform/admin/email-message-filtering-correlation) to track all emails and meetings automatically.
diff --git a/support/index.yml b/support/index.yml
@@ -58,9 +58,9 @@ productDirectory:
     summary: Troubleshooting articles for Microsoft 365
     url: /office/troubleshoot
 
-  - title: Microsoft Copilot for Sales
+  - title: Sales in Microsoft 365 Copilot
     imageSrc: "media/hub-landing/sales-copilot.svg"
-    summary: Troubleshooting articles for Microsoft Copilot for Sales
+    summary: Troubleshooting articles for Sales in Microsoft 365 Copilot
     url: sales-copilot/welcome-sales-copilot.yml
 
   - title: Microsoft Dynamics GP
diff --git a/support/sales-copilot/crm-permissions-and-configurations/align-missing-fields-error.md b/support/sales-copilot/crm-permissions-and-configurations/align-missing-fields-error.md
@@ -1,7 +1,7 @@
 ---
 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
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
diff --git a/support/sales-copilot/crm-permissions-and-configurations/duplicate-record-error.md b/support/sales-copilot/crm-permissions-and-configurations/duplicate-record-error.md
@@ -1,7 +1,7 @@
 ---
 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 Sales app.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
diff --git a/support/sales-copilot/crm-permissions-and-configurations/errors-disabling-salesforce-server-to-server-flow.md b/support/sales-copilot/crm-permissions-and-configurations/errors-disabling-salesforce-server-to-server-flow.md
@@ -1,7 +1,7 @@
 ---
 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 Sales app.
-ms.date: 05/29/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.reviewer: marrabi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/errors-enabling-salesforce-server-to-server-flow.md b/support/sales-copilot/crm-permissions-and-configurations/errors-enabling-salesforce-server-to-server-flow.md
@@ -1,7 +1,7 @@
 ---
 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 Sales app.
-ms.date: 08/12/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/errors-when-accessing-salesforce-with-server-to-server-flow.md b/support/sales-copilot/crm-permissions-and-configurations/errors-when-accessing-salesforce-with-server-to-server-flow.md
@@ -1,7 +1,7 @@
 ---
 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 Sales app.
-ms.date: 05/29/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.reviewer: marrabi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/fix-mailbox-errors-in-dynamics-365.md b/support/sales-copilot/crm-permissions-and-configurations/fix-mailbox-errors-in-dynamics-365.md
@@ -1,7 +1,7 @@
 ---
 title: Fix mailbox errors in Dynamics 365
 description: Resolves an error that might occur when you try to save an email or a meeting to Dynamics 365 using the Sales app in Outlook.
-ms.date: 03/26/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/missing-object-update-edit-access.md b/support/sales-copilot/crm-permissions-and-configurations/missing-object-update-edit-access.md
@@ -1,7 +1,7 @@
 ---
 title: Can't update records due to missing object access in Salesforce CRM
 description: Resolves an error that occurs when users can't update CRM records in Sales app because of missing object access in Salesforce CRM.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/missing-privileges-sign-in.md b/support/sales-copilot/crm-permissions-and-configurations/missing-privileges-sign-in.md
@@ -1,7 +1,7 @@
 ---
 title: Missing privileges in Dynamics 365
 description: Resolves the missing privileges error that occurs when signing in to Sales app.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/missing-record-update-edit-access.md b/support/sales-copilot/crm-permissions-and-configurations/missing-record-update-edit-access.md
@@ -1,7 +1,7 @@
 ---
 title: Can't update records because of missing record access in Salesforce CRM
 description: Resolves an error that occurs when users can't update CRM records in Sales app because of missing record access in Salesforce CRM.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/no-access-to-dynamics-365-error.md b/support/sales-copilot/crm-permissions-and-configurations/no-access-to-dynamics-365-error.md
@@ -1,7 +1,7 @@
 ---
 title: No access to Dynamics 365 error in Sales app
 description: Resolves an issue where users can't access Dynamics 365 through the Sales app in Outlook.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/no-admin-exists-error.md b/support/sales-copilot/crm-permissions-and-configurations/no-admin-exists-error.md
@@ -1,7 +1,7 @@
 ---
 title: You don't have permission for this when opening Sales app
 description: Resolves the You don't have permission for this error that occurs in Sales app when a user tries to open the app.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
diff --git a/support/sales-copilot/crm-permissions-and-configurations/no-column-error.md b/support/sales-copilot/crm-permissions-and-configurations/no-column-error.md
@@ -1,7 +1,7 @@
 ---
 title: Salesforce CRM users can't see data in Sales app
 description: Resolves an issue where users are unable to see data in Sales app.
-ms.date: 09/02/2024
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/required-fields-missing.md b/support/sales-copilot/crm-permissions-and-configurations/required-fields-missing.md
@@ -1,7 +1,7 @@
 ---
 title: Required fields are missing error in Sales app
 description: Resolves the Required fields are missing error that occurs when creating a contact or record in the Sales app in Outlook.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
diff --git a/support/sales-copilot/crm-permissions-and-configurations/salesforce-permission-error.md b/support/sales-copilot/crm-permissions-and-configurations/salesforce-permission-error.md
@@ -1,7 +1,7 @@
 ---
 title: Salesforce CRM users can't view, edit, or save data in Sales app
 description: Resolves an issue where users are unable to view, edit, or save data in Sales app.
-ms.date: 05/07/2024
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
diff --git a/support/sales-copilot/crm-permissions-and-configurations/update-settings-in-saleforce-error.md b/support/sales-copilot/crm-permissions-and-configurations/update-settings-in-saleforce-error.md
@@ -1,7 +1,7 @@
 ---
 title: Can't save emails to CRM as Enhanced Email isn't enabled in Salesforce CRM
 description: Resolves the Update settings in Salesforce error when Enhanced Email isn't enabled in Salesforce CRM.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/crm-permissions-and-configurations/update-settings-to-save-emails-error.md b/support/sales-copilot/crm-permissions-and-configurations/update-settings-to-save-emails-error.md
@@ -1,7 +1,7 @@
 ---
 title: Can't save email to CRM due to invalid mailbox settings
 description: Resolves an error that occurs in Sales app due to invalid mailbox settings in Microsoft Dynamics 365.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/outlook-side-panel/problem-starting-copilot-for-sales.md b/support/sales-copilot/outlook-side-panel/problem-starting-copilot-for-sales.md
@@ -1,7 +1,7 @@
 ---
 title: Sign-in issue when opening the Sales pane in Outlook
 description: Resolves an error message that occurs in Sales app when users have issues opening the Sales pane in Outlook.
-ms.date: 01/10/2024
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/access-needed-error-sign-in.md b/support/sales-copilot/setup-installation-and-sign-in/access-needed-error-sign-in.md
@@ -1,7 +1,7 @@
 ---
 title: Access needed error when signing in to Dynamics 365 
 description: Resolves the Access needed error in Sales app when a user is either disabled or not a member of any business unit in Microsoft Dynamics 365.
-ms.date: 01/10/2024
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
diff --git a/support/sales-copilot/setup-installation-and-sign-in/connection-is-disabled-error.md b/support/sales-copilot/setup-installation-and-sign-in/connection-is-disabled-error.md
@@ -1,7 +1,7 @@
 ---
 title: Can't sign in to Salesforce due to disabled connections
 description: Resolves an error message in Sales app when you can't sign in to Salesforce due to disabled connections.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
diff --git a/support/sales-copilot/setup-installation-and-sign-in/connection-issue-with-two-factor-auth.md b/support/sales-copilot/setup-installation-and-sign-in/connection-issue-with-two-factor-auth.md
@@ -1,7 +1,7 @@
 ---
 title: Sales app doesn't connect to Dynamics 365 with multifactor authentication enabled
 description: Resolves an issue where the Sales app for Microsoft Teams doesn't connect to Dynamics 365 when multifactor authentication is enabled.
-ms.date: 01/25/2024
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/connection-lost-error.md b/support/sales-copilot/setup-installation-and-sign-in/connection-lost-error.md
@@ -1,7 +1,7 @@
 ---
 title: Connection lost due to an expired or invalid session or a bad OAuth token
 description: Resolves the Connection lost error in Sales app when you're logged out due to an expired or invalid session or a bad OAuth token.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/failure-passed-to-redirect-url-access-denied.md b/support/sales-copilot/setup-installation-and-sign-in/failure-passed-to-redirect-url-access-denied.md
@@ -1,7 +1,7 @@
 ---
 title: Authentication issues when connecting to Salesforce CRM
 description: Resolves authentication issues when connecting to Salesforce CRM from Sales app.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/failure-passed-to-redirect-url-blocked-app.md b/support/sales-copilot/setup-installation-and-sign-in/failure-passed-to-redirect-url-blocked-app.md
@@ -1,7 +1,7 @@
 ---
 title: Can't sign in to Salesforce CRM when the Power Platform app is blocked
 description: Resolves the Failure passed to redirect url error that occurs when the Power Platform app is blocked in Sales app.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/first-user-cant-create-trial-environment.md b/support/sales-copilot/setup-installation-and-sign-in/first-user-cant-create-trial-environment.md
@@ -1,7 +1,7 @@
 ---
 title: First Salesforce CRM user can't access Sales app
 description: Resolves an error message that occurs in Sales app related to signing in to Salesforce.
-ms.date: 01/10/2024
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/no-default-bap-location-found-error.md b/support/sales-copilot/setup-installation-and-sign-in/no-default-bap-location-found-error.md
@@ -1,7 +1,7 @@
 ---
 title: No default BAP location found for this tenant error
 description: Resolves issues in Sales app when users can't use Sales app due to missing a default environment.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/oauth2-authorization-flow-failed-for-service.md b/support/sales-copilot/setup-installation-and-sign-in/oauth2-authorization-flow-failed-for-service.md
@@ -1,7 +1,7 @@
 ---
 title: Incorrect custom domain in Salesforce
 description: Resolves an error that occurs when you enter an incorrect custom domain while signing in to Salesforce CRM.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/request-your-crm-administrator-permissions-error.md b/support/sales-copilot/setup-installation-and-sign-in/request-your-crm-administrator-permissions-error.md
@@ -1,7 +1,7 @@
 ---
 title: Error after connecting and signing in to Salesforce CRM
 description: Resolves an error message that occurs after connecting and signing in to Salesforce CRM in Sales app.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/sign-in-issue-with-blocked-connector.md b/support/sales-copilot/setup-installation-and-sign-in/sign-in-issue-with-blocked-connector.md
@@ -1,7 +1,7 @@
 ---
 title: Can't sign in to Salesforce due to blocked Salesforce connector
 description: Resolves an error message that occurs in Sales app when you can't sign in to Salesforce due to a blocked Salesforce connector.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
diff --git a/support/sales-copilot/setup-installation-and-sign-in/update-add-in-error.md b/support/sales-copilot/setup-installation-and-sign-in/update-add-in-error.md
@@ -1,7 +1,7 @@
 ---
 title: Add-in update error in Sales app for Outlook
 description: Resolves an error message that repeatedly prompts users to update Sales app for Outlook.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/setup-installation-and-sign-in/user-does-not-have-required-privileges-error.md b/support/sales-copilot/setup-installation-and-sign-in/user-does-not-have-required-privileges-error.md
@@ -1,7 +1,7 @@
 ---
 title: User does not have required privileges to access the org error
 description: Resolves an error message that states the user doesn't have required privileges to access the organization when the Administration mode is enabled in Sales app.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/teams-collaboration-spaces/cant-create-private-channel.md b/support/sales-copilot/teams-collaboration-spaces/cant-create-private-channel.md
@@ -1,7 +1,7 @@
 ---
 title: Can't create a private channel in Microsoft Teams
 description: Resolves an issue where you can't create a private channel in Microsoft Teams.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
diff --git a/support/sales-copilot/teams-collaboration-spaces/create-team-error.md b/support/sales-copilot/teams-collaboration-spaces/create-team-error.md
@@ -1,7 +1,7 @@
 ---
 title: Sales app team creation error ContainsBlockedWord
 description: Resolves an error that occurs when creating a team for an account or opportunity in Sales app due to naming policy restrictions.
-ms.date: 02/05/2025
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom:
diff --git a/support/sales-copilot/teams-collaboration-spaces/opportunity-summary-not-displayed.md b/support/sales-copilot/teams-collaboration-spaces/opportunity-summary-not-displayed.md
@@ -1,7 +1,7 @@
 ---
 title: Opportunity summary not displayed in deal rooms
 description: Resolves an issue where the opportunity summary isn't displayed in deal rooms.
-ms.date: 01/10/2024
+ms.date: 11/20/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:Teams Collaboration Spaces\Deal room template for CRM opportunities
diff --git a/support/sales-copilot/welcome-sales-copilot.yml b/support/sales-copilot/welcome-sales-copilot.yml
@@ -9,7 +9,7 @@ metadata:
   ms.topic: landing-page # Required
   author:   sbmjais
   ms.author:  shjais
-  ms.date: 04/30/2025
+  ms.date: 11/20/2025
 
 # linkListType: architecture | concept | deploy | download | get-started | how-to-guide | learn | overview | quickstart | reference | tutorial | video | whats-new
 
