Missing privileges in Dynamics 365 when signing in to Copilot for Sales
This article helps you troubleshoot and resolve an error message related to missing privileges that occurs when a Microsoft Dynamics 365 user tries to sign in to Microsoft Copilot for Sales.
Who is affected?
| Requirement type | Description |
|---|---|
| Client app | Copilot for Sales Outlook add-in |
| Platform | Web and desktop clients |
| OS | Windows and Mac |
| Deployment | User managed and admin managed |
| CRM | Dynamics 365 |
| Users | Users who don't have Copilot for Sales privileges in Dynamics 365 |
Symptoms
When a Dynamics 365 user tries to sign in to Copilot for Sales, an error message is displayed indicating that certain privileges are missing.
Cause
The user doesn't have Copilot for Sales privileges granted by the Copilot for Sales User role in Dynamics 365.
Resolution
To solve this issue, assign the user the additional privileges required for Dynamics 365 customers.
More information
If your issue is still unresolved, go to the Copilot for Sales - Microsoft Community Hub to engage with our experts.