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Sales Chat Setup not working

steven brooks 5 Reputation points
2026-01-08T10:13:18.18+00:00

Hi, i've used the following link to setup the Sales Chat for Copilot in Teams/Outlook https://learn.microsoft.com/en-gb/microsoft-sales-copilot/set-up-sales-chat.

The sales app is all connected to my salesforce environment, however when i try to setup the Sales chat in the settings screen and click the setup button, it thinks about it for a few seconds then the button just changes back to setup and nothing happens. Is this a common issue or am i missing something?

Microsoft Copilot | Other
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  1. steven brooks 5 Reputation points
    2026-01-08T14:50:17.5+00:00

    Turns out you need a sales for copilot license before it can be fully setup.

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