freshness review

sbmjais · sbmjais · commit b81cc3b49658 · 2025-01-15T12:13:17.000+05:30
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: 01/10/2025
 author: sbmjais
 ms.author: shjais
 ms.custom: sap:CRM Permissions and Configurations\CRM Settings
diff --git a/support/sales-copilot/crm-permissions-and-configurations/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: 01/10/2025
 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  |
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: 01/10/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -28,7 +28,7 @@ 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
 
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: 01/10/2025
 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  |
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 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: 01/10/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -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: 01/10/2025
 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/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 Copilot for Sales
 description: Resolves an issue where users are unable to see data in Microsoft Copilot for Sales.
-ms.date: 09/02/2024
+ms.date: 01/10/2025
 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 an issue where users can't see data 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/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: 01/10/2025
 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 Copilot for Sales
 description: Resolves an issue where users are unable to view, edit, or save data in Microsoft Copilot for Sales.
-ms.date: 05/07/2024
+ms.date: 01/10/2025
 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: 01/10/2025
 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/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: 01/10/2025
 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-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: Copilot for Sales doesn't connect to Dynamics 365 with multifactor authentication enabled
 description: Resolves an issue where the Copilot for Sales app for Microsoft Teams doesn't connect to Dynamics 365 when multifactor authentication is enabled.
-ms.date: 01/25/2024
+ms.date: 01/10/2025
 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 Microsoft Copilot for Sales.
-ms.date: 01/10/2024
+ms.date: 01/10/2025
 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
@@ -1,19 +1,17 @@
 ---
 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: 01/10/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
 ms.custom: sap:Setup, Installation and Sign-in\CRM Sign-In & Sign Out
 ---
+
 # "Failure passed to redirect url" error when signing in to Salesforce CRM
 
 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: 01/10/2025
 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 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  |
 |----------------|--------------------|
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: 01/10/2025
 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/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: 01/10/2025
 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/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 Copilot for Sales.
-ms.date: 01/10/2024
+ms.date: 01/10/2025
 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 provides a resolution for an error message that occurs in Microsoft Copilot for Sales when the organization is in [Administration mode](/power-platform/admin/admin-mode).
 
-> [!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/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: 01/10/2024
+ms.date: 01/10/2025
 author: sbmjais
 ms.author: shjais
 manager: shujoshi
@@ -11,9 +11,6 @@ ms.custom: sap:Teams Collaboration Spaces\Collaboration Space Creation and acces
 
 This article helps you troubleshoot and resolve issues when you can't create a private channel in Microsoft Teams.
 
-> [!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/teams-collaboration-spaces/create-team-error.md b/support/sales-copilot/teams-collaboration-spaces/create-team-error.md
@@ -1,7 +1,7 @@
 ---
 title: Microsoft Copilot for Sales team creation error ContainsBlockedWord
 description: Resolves an error that occurs when creating a team for an account or opportunity in Microsoft Copilot for Sales due to naming policy restrictions.
-ms.date: 06/19/2024
+ms.date: 01/10/2025
 author: sbmjais
 ms.author: shjais
 ms.custom:
