A Dynamics 365 Sales administrator enables Copilot for the environment in the Power Platform admin center, expecting sellers to see AI-generated account and opportunity summaries inside the Sales Hub app. After the change, sellers still do not see any Copilot panel when they open a record. The administrator confirms sellers hold the Salesperson security role and have valid Sales Enterprise licenses. What should the administrator check next?
Select an answer to reveal the explanation.
Short Explanation
Think of Copilot in Sales Hub as having two light switches wired in series, and both have to be flipped before anything lights up. One switch lives up at the environment level in the admin center, and the other lives down inside the app itself, in its own settings screen. Flipping the environment switch is necessary but not sufficient; if nobody also flips the app-level switch, sellers open a record and see nothing, even though everything looks fine from the admin center's point of view. The traps here are all about hunting for the fix in the wrong place: blaming a saved view a seller happens to have open, assuming a pricier license tier is required when the one they already have covers this feature, or pointing at mailbox sync settings that matter for email-related features but not for whether the panel shows up at all. The real fix is just remembering this feature has two separate on-switches, not one.
Full Explanation
The correct answer is A. Copilot for Dynamics 365 Sales has two separate switches: a tenant or environment-level toggle in the Power Platform admin center, and an app-level toggle inside the Sales Hub app's own General Settings area. Turning on the environment toggle only unlocks the capability for the environment; it does not automatically surface the Copilot pane inside Sales Hub until an administrator also enables it in the app's Copilot settings. Since sellers already hold the Salesperson role and valid Sales Enterprise licenses, those variables are ruled out, leaving the app-level setting as the missing step. Option B is incorrect because personal view filters have no bearing on whether the Copilot panel renders; that panel is a form-level feature, not tied to which view a seller happens to be looking at. Option C is incorrect because Copilot summaries ship with Sales Enterprise licensing in this scenario and do not require an upgrade to Premium; Premium licensing gates predictive scoring and forecasting, not the Copilot panel itself. Option D is incorrect because server-side synchronization affects whether email content is available to features like tracking and auto-capture, not whether the Copilot panel appears on a record at all.