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Can't create a team for an account or opportunity in Copilot for Sales

This article helps you resolve an error that occurs when you try to create a team for an account or opportunity in Microsoft Copilot for Sales.

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 and Salesforce
Users Users who try to create a team using the collaboration flow in Outlook

Symptoms

When you try to create a team for an account or opportunity in Microsoft Copilot for Sales, the following error message is displayed:

Something went wrong. Copy the error details here, then share them with your admin or Microsoft support and ask if they can help you resolve this issue.

Screenshot that shows the error that occurs when creating a team for an account or opportunity.

Select Copy error details to view the error details. If the error includes ContainsBlockedWord, see the Resolution section of this article.

Cause

The Microsoft 365 Groups and Microsoft Teams naming policy enforces a consistent naming strategy for Microsoft 365 groups and teams created by users in your organization. If a word in the team or channel name is blocked by the naming policy, the creation of such a team or channel fails.

Resolution

To resolve this issue, use either of the following methods:

More information

If your issue is still unresolved, go to the Copilot for Sales - Microsoft Community Hub to engage with our experts.

Third-party information disclaimer

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, about the performance or reliability of these products.