A consultant is configuring Dynamics 365 Sales for a sales team that wants Copilot-generated account summaries and relationship health signals to appear directly on the account and opportunity forms. Sellers report that the summary cards and 'who knows whom' insights are not showing up for any record, even though Copilot is enabled at the environment level. What is the most likely reason the AI-driven insights are missing from the forms?
Select an answer to reveal the explanation.
Short Explanation
Think of Copilot as the master power switch and Sales Insights as a panel of individual feature switches. If Relationship Assistant, Notes analysis, and account summary toggles aren't turned on, you won't see the cards on forms. Don't chase admin roles, revenue fields, or licenses when the feature toggles are the missing piece.
Full Explanation
Dynamics 365 Sales AI features such as Relationship Assistant cards, account summaries, and note analysis are controlled through Sales Insights settings, and each capability must be individually enabled there before it renders on forms; if Copilot is enabled overall but these specific settings were never turned on, sellers see no insight cards regardless of license or role. The security-role explanation is incorrect because System Administrator access is not a prerequisite for viewing seller-facing insight cards, which are surfaced to users with appropriate sales roles once configured; requiring admin rights would make the feature unusable for the sales team. The missing Estimated Revenue explanation is incorrect because relationship and note-based insights draw on activity history and email content rather than revenue fields, so populating that field would not restore the cards. The Team Member license explanation is incorrect because core Sales Insights features like Relationship Assistant are available with standard Sales Enterprise licensing, while premium forecasting or conversation intelligence add-ons may require different licenses. Exam caveat: when Copilot is enabled at the environment level but insight cards are silently absent everywhere, check individual Sales Insights feature toggles before suspecting roles, fields, or licenses.