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Fix: Sales Copilot Not Connecting to Dynamics 365
Enable the 2FA feature across both platforms for seamless connection
4 min. read
Updated onOctober 4, 2023
updated onOctober 4, 2023
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Key notes
Every salesperson knows just how important it is tokeep track of your salesto improve cash flow. If you do not take charge of your inventory, you could easily make losses.
And while there is a host of software that does this, it just makes sense to have a built-in add-in that simplifies the whole process. This is where Sales Copilot and Dynamics 365 come in. However, you may find that the former is not connecting to Dynamics 365.
If this sounds like something you have encountered, this article will cover the bases to help you reconnect.
What is Sales Copilot?
Sales Copilotis a Microsoft Teams add-in that helps salespeople track and manage their sales pipeline. It provides an easy-to-use dashboard and customizable reports so that you can see your progress at a glance.
The add-in integrates seamlessly with Dynamics 365 CRM. Integrating the two applications means that all data is shared automatically, so you don’t have to worry about manually entering information into Sales Copilot or updating it in Dynamics 365.
Because data is shared, security is top-notch. That’s why both have the two-factor authentication option enabled.
The issue now arises when there’s a miscommunication between the two because either the two-factor authentication feature is enabled or disabled.
If one of them has the feature enabled and the other doesn’t, one will be locked out because it is considered an untrusted app and hence blocked.
However, this is not the only reason that may block the connection. Others include:
How can I fix Sales Copilot not connecting to Dynamics 365?
A few basic routine checks to perform include:
1. Disable your antivirus temporarily
2. Enable/Disable two-factor authentication in Microsoft Teams
If Dynamics 365 two-factor authentication is disabled, proceed with the above steps to turn off Microsoft Teams’ two-factor authentication feature too.
We would, however, advise you against disabling this feature as it protects your accounts from vulnerability attacks. Security is of utmost significance, given that you manage a lot of private information on these platforms.
3. Enable/Disable two-factor authentication in Dynamics 365
4. Disable Proxy
Hopefully, this post has been helpful in diagnosing the problem and finding a potential solution to get your Sales Copilot and Dynamics 365 connected again.
If you like, you can also try out otherCRM softwareand compare features to ensure you’re getting the most out of these apps.
Should you have any questions or encounter further issues, don’t hesitate to reach out. We’re always happy to help.
Claire Moraa
Windows Software Expert
Claire has a knack for solving problems and improving the quality of life for those around her. She’s driven by rationality, curiosity, and simplicity, and always eager to learn more about Microsoft’s products. With a background in teaching and reviewing, she breaks down complex topics into easily understandable articles, focusing mostly on Windows 11, errors, and software.
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Claire Moraa
Windows Software Expert
With a background in teaching and reviewing, she breaks down complex topics into easily understandable articles, focusing mostly on Windows 11 errors.
