A consulting team has enabled Copilot for Sales for a sales organization and confirmed the Outlook add-in shows AI-generated email drafts and record summaries. Sellers now ask for the same meeting-prep summaries inside Microsoft Teams before customer calls, but the Copilot for Sales panel does not appear in Teams for anyone. What should the consultant check first?
Select an answer to reveal the explanation.
Short Explanation
The Outlook add-in and the Teams app for Copilot for Sales are really two separate pieces of software that both plug into the same underlying Copilot for Sales feature. Turning one on doesn't switch the other one on; Teams has its own app catalog and its own rules about which apps get pushed out to which users, controlled through Teams administration rather than anything inside Dynamics 365 Sales. So the first place to look isn't a hidden security privilege, a second premium license, or some invented training period for call intelligence; none of those control whether an app shows up in someone's Teams client. It's whether the app has actually been added and assigned to those users through a Teams app setup policy. Once that's done, the same meeting-prep summaries sellers already see in Outlook should appear in Teams too.
Full Explanation
The correct answer is C. The Copilot for Sales experience in Outlook and the Copilot for Sales app in Microsoft Teams are deployed as separate applications, and making the Teams app visible to users requires it to be added and assigned through a Teams app setup policy in the Teams admin center, in addition to the tenant-level Copilot for Sales enablement already completed. Enabling the Outlook add-in does not automatically push the Teams app to anyone. Option A is incorrect because there is no 'Teams Collaboration' privilege gating Copilot for Sales inside a Dynamics 365 Sales security role; Teams availability is controlled through Teams administration, not Dataverse security roles. Option B is incorrect because Copilot for Sales is licensed once per user for the product, not split into a separate Teams-specific premium SKU. Option D is incorrect because Conversation Intelligence has no fixed 30-day training gate that blocks the Copilot for Sales Teams panel; the two features are configured independently of each other. The consultant should check the Teams app setup policy and confirm the app has been deployed to the affected users.