Sales agent troubleshooting

Welcome to Sales agent troubleshooting. These articles explain how to determine, diagnose, and fix issues that you might encounter when you use Sales agent. In the navigation pane on the left, browse through the article list or use the search box to find issues and solutions.

CRM permissions and configurations

How-To Guide

• Can't update records due to missing record access in Salesforce CRM
• Can't update records due to missing object access in Salesforce CRM
• Can't save email to CRM due to invalid mailbox settings
• "Fix mailbox errors in Dynamics 365" error
• Missing privileges error when signing in
• Salesforce CRM users can't see data in Sales agent

Outlook side panel

How-To Guide

• Sign-in issue when opening the Sales pane in Outlook

Setup, installation, and sign-in

How-To Guide

• Authentication issues when connecting to Salesforce CRM
• Can't connect to Dynamics 365 with two-factor authentication enabled
• First Salesforce CRM user can't access Sales agent
• Incorrect custom domain in Salesforce
• "Request your CRM administrator permissions to access Salesforce using APIs" error

Teams collaboration spaces

How-To Guide

• Can't create private channels in Microsoft Teams
• Opportunity summary not displayed in deal rooms

Documentation and training

Reference

• Sales agent documentation
• Sales agent training
• Dynamics 365 Community