Merge pull request #8136 from MicrosoftDocs/c4s-freshness

lucciz01 · web-flow · commit 9a5c4ea2c114 · 2025-02-05T15:22:59.000+08:00
AB#3721: Copilot for Sales freshness review
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 Copilot for Sales.
-ms.date: 04/30/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
diff --git a/support/sales-copilot/crm-permissions-and-configurations/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 Microsoft Copilot for Sales for Outlook add-in.
-ms.date: 01/03/2025
+ms.date: 02/05/2025
 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 Microsoft Copilot for Sales because of missing object access in Salesforce CRM.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,9 +11,6 @@ ms.custom: sap:CRM Permissions and Configurations\CRM Permissions
 
 This article helps you troubleshoot and resolve issues when users can't update CRM records in Microsoft Copilot for Sales because of missing object access in Salesforce CRM.
 
-> [!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.
-
 ## Who is affected?
 
 | Requirement type |Description  |
@@ -27,7 +24,7 @@ This article helps you troubleshoot and resolve issues when users can't update C
 
 ## Symptoms
 
-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:
+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:
 
 > To update Salesforce, ask for edit access for this object.
 
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 Microsoft Copilot for Sales.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -28,11 +28,11 @@ When a Dynamics 365 user tries to sign in to Copilot for Sales, an error message
 
 ## Cause
 
-The user doesn't have Copilot for Sales privileges granted by the **Copilot for Sales User** role in Dynamics 365.
+The user doesn't have Copilot for Sales privileges granted by the **Sales Copilot User** role in Dynamics 365.
 
 ## Resolution
 
-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).
+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).
 
 ## More information
 
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 Microsoft Copilot for Sales because of missing record access in Salesforce CRM.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,9 +11,6 @@ ms.custom: sap:CRM Permissions and Configurations\CRM Permissions
 
 This article helps you troubleshoot and resolve issues when users can't update CRM records in Microsoft Copilot for Sales because of missing record access in Salesforce CRM.
 
-> [!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.
-
 ## Who is affected?
 
 | Requirement type |Description  |
@@ -27,7 +24,7 @@ This article helps you troubleshoot and resolve issues when users can't update C
 
 ## Symptoms
 
-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:
+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:
 
 > To update Salesforce, ask for edit access for this record.
 
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
@@ -1,15 +1,15 @@
 ---
 title: No access to Dynamics 365 error in Copilot for Sales
 description: Resolves an issue where users can't access Dynamics 365 through the Copilot for Sales add-in for Outlook.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
 ms.custom: sap:CRM Permissions and Configurations\CRM Permissions
 ---
 # "No access to Dynamics 365" error in Copilot for Sales
 
-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).
+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).
 
 > [!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.
@@ -45,7 +45,7 @@ The following security roles must be assigned to each user using Copilot for Sal
 
 - **Salesperson**
 - **Basic User**
-- **Copilot for Sales User or Viva Sales User**
+- **Sales Copilot User**
 
 For information about how to assign security roles to users, see [Assign a security role to a user](/power-platform/admin/assign-security-roles).
 
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
@@ -1,15 +1,15 @@
 ---
 title: You don't have permission for this when opening Copilot for Sales
-description: Resolves the You don't have permission for this error that occurs in Microsoft Copilot for Sales when a user tries to open the app.
-ms.date: 05/10/2024
+description: Resolves the You don't have permission for this error that occurs in Microsoft 365 Copilot for Sales when a user tries to open the app.
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 ---
 
-# "You don't have permission for this" error when opening Microsoft Copilot for Sales
+# "You don't have permission for this" error when opening Microsoft 365 Copilot for Sales
 
-This article helps you resolve the "You don't have permission for this" error in Microsoft Copilot for Sales when a user tries to open the app.
+This article helps you resolve the "You don't have permission for this" error in Copilot for Sales when a user tries to open the app.
 
 ## Who is affected?
 
@@ -24,7 +24,7 @@ This article helps you resolve the "You don't have permission for this" error in
 
 ## Symptoms
 
-When a user tries to open Microsoft Copilot for Sales, the following error is displayed:
+When a user tries to open Copilot for Sales, the following error is displayed:
 
 > You don't have permission for this
 
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 Copilot for Sales
 description: Resolves the Required ields are missing error that occurs when creating a contact or record in the Microsoft Copilot for Sales panel in Outlook.
-ms.date: 05/07/2024
+ms.date: 02/05/2025
 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: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,9 +11,6 @@ ms.custom: sap:CRM Permissions and Configurations\CRM Settings
 
 This article helps you troubleshoot and resolve the "Update settings in Salesforce" error that occurs in Microsoft Copilot for Sales when **Enhanced Email** isn't enabled in Salesforce CRM.
 
-> [!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.
-
 ## Who is affected?
 
 | Requirement type |Description  |
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 Microsoft Copilot for Sales due to invalid mailbox settings in Microsoft Dynamics 365.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -42,7 +42,7 @@ This error occurs when the user's mailbox is disabled or the mailbox is missing
 1. Open the CRM instance you connected to Copilot for Sales.
 
     > [!NOTE]
-    > 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**.
+    > 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.
 
 2. Select **Settings** > **Personalization Settings**.
 
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 Microsoft Copilot for Sales when you can't sign in to Salesforce due to disabled connections.
-ms.date: 01/25/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
@@ -10,9 +10,6 @@ ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
 
 This article helps you troubleshoot and resolve an error that occurs in Microsoft Copilot for Sales when you can't sign in to Salesforce due to disabled connections.
 
-> [!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.
-
 ## Who is affected?
 
 | Requirement type |Description  |
@@ -40,7 +37,7 @@ The Data Loss Prevention (DLP) policy is enabled in the tenant's msdyn_viva envi
 
 ## Resolution
 
-1. [Sign out of Copilot for Sales](/microsoft-sales-copilot/sign-out-sales-copilot) and close the Copilot for Sales pane.
+1. [Sign out of Copilot for Sales](/microsoft-sales-copilot/more-options#sign-out-of-copilot-for-sales) and close the Copilot for Sales pane.
 1. Reopen the Copilot for Sales pane and sign in to Salesforce.
 
 > [!NOTE]
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 Copilot for Sales when you're logged out due to an expired or invalid session or a bad OAuth token.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -46,7 +46,7 @@ The Salesforce session has reached its expiration time, or the session has becom
 To solve this issue, perform one of these steps:
 
 - Select **Sign in again** in the error message, and then sign in to Salesforce again.
-- [Sign out of Copilot for Sales](/microsoft-sales-copilot/sign-out-sales-copilot) and then sign in to Salesforce again.
+- [Sign out of Copilot for Sales](/microsoft-sales-copilot/more-options#sign-out-of-copilot-for-sales) and then sign in to Salesforce again.
 
 ## More information
 
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 Microsoft Copilot for Sales.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,9 +11,6 @@ ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
 
 This article helps you troubleshoot and resolve authentication issues when connecting to Salesforce CRM from the [Microsoft Copilot for Sales add-in for Outlook](/microsoft-sales-copilot/use-sales-copilot-outlook).
 
-> [!NOTE]
-> Microsoft Sales Copilot is rebranded as Microsoft Copilot for Sales in January 2024. The screenshots in this article will be updated with the new name soon.
-
 ## Who is affected?
 
 | Requirement type |Description  |
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 Microsoft Copilot for Sales.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,9 +11,6 @@ ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
 
 This article helps you troubleshoot and resolve sign-in issues when the Microsoft Power Platform app is blocked by an administrator in Microsoft Copilot for Sales.
 
-> [!NOTE]
-> Microsoft Sales Copilot is rebranded as Microsoft Copilot for Sales in January 2024. The screenshots in this article will be updated with the new name soon.
-
 ## Who is affected?
 
 | Requirement type |Description  |
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 Copilot for Sales when users can't use Microsoft Copilot for Sales due to missing a default environment.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,10 +11,8 @@ ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
 
 This article helps you troubleshoot and resolve issues in Microsoft Copilot for Sales when users are unable to use Copilot for Sales due to missing a default environment.
 
-> [!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.
-
 ## Who is affected?
+
 | Requirement type |Description  |
 |----------------|--------------------|
 | **Client App** | Microsoft Outlook only        |
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: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,9 +11,6 @@ ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
 
 This article helps you troubleshoot and resolve issues when users enter an incorrect custom domain while signing in to Salesforce CRM.
 
-> [!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.
-
 ## Who is affected?
 
 | Requirement type |Description  |
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 Microsoft Copilot for Sales.
-ms.date: 01/10/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -27,7 +27,7 @@ This article helps you troubleshoot and resolve issues when an error message is
 
 ## Symptoms
 
-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:
+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:
 
 > Request your CRM administrator permissions to access Salesforce using APIs
 
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 Copilot for Sales when you can't sign in to Salesforce due to a blocked Salesforce connector.
-ms.date: 01/25/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
@@ -10,9 +10,6 @@ ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
 
 This article helps you troubleshoot and resolve an error that occurs in Microsoft Copilot for Sales when you can't sign in to Salesforce due to a blocked Salesforce connector.
 
-> [!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.
-
 ## Who is affected?
 
 | Requirement type |Description  |
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 Copilot for Sales for Outlook
 description: Resolves an error message that repeatedly prompts users to update Microsoft Copilot for Sales add-in for Microsoft Outlook.
-ms.date: 06/24/2024
+ms.date: 02/05/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -27,7 +27,7 @@ This article helps you troubleshoot and resolve an error message that repeatedly
 
 ## Symptoms
 
-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:
+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:
 
 > **Add-in error:** An update to this add-in is available that requires your review and confirmation to install.
 
@@ -69,7 +69,7 @@ The first step is to identify if the Copilot for Sales Outlook add-in is admin-m
 
     1. If the **Update** button is available, select it and follow the prompts to update the add-in.
 
-    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).
+    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).
 
 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.
 
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
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
diff --git a/support/sales-copilot/teams-collaboration-spaces/create-team-error.md b/support/sales-copilot/teams-collaboration-spaces/create-team-error.md
