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 you need both flipped before anything lights up. You've already turned on the environment toggle, so check the app-level Copilot setting inside Sales Hub's General Settings. If that app switch isn't on, sellers open a record and see nothing even though the admin center looks fine.
Full Explanation
The correct answer is the option stating that Copilot has also been turned on inside the Sales Hub app's own General Settings, since the environment toggle and the app-level Copilot setting are configured separately. 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. The option claiming that sellers need a personal view filtered to open records only 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. The option claiming that the organization must purchase Dynamics 365 Sales Premium 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. The option claiming that sellers' mailboxes must be configured for server-side synchronization 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.