Edit

Can't save an email to CRM when Enhanced Email isn't enabled in Salesforce CRM

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This article helps you troubleshoot and resolve the "Update settings in Salesforce" error that occurs in Microsoft Copilot for Sales when Enhanced Email isn't enabled in Salesforce CRM.

Note

Microsoft Sales Copilot is rebranded as Microsoft Copilot for Sales in January 2024. The screenshot in this article will be updated with the new name soon.

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 Salesforce
Users All users

Symptoms

When you try to save an email to Salesforce, you receive the following error message:

Update settings in Salesforce

Screenshot that shows the Update settings error that occurs when Enhanced Email isn't enabled.

Cause

Enhanced Email isn't enabled in Salesforce.

Resolution

To resolve this issue, perform one of the following actions:

  • Enable Enhanced Email in Salesforce.
  • Ask your administrator to contact Microsoft support to allow emails to be saved to Salesforce without enabling Enhanced Email in Salesforce.

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.