A consultant enables Copilot for Sales for a pilot group in the Power Platform admin center and confirms the Outlook add-in is generating email drafts for every pilot user. One pilot seller who conducts most meetings through Microsoft Teams reports never seeing Copilot's meeting recap or suggested follow-up items after Teams calls with customers. Other pilot sellers who use Teams do see these recaps. What should the consultant check first?
Select an answer to reveal the explanation.
Short Explanation
When one seller is missing a feature that everyone else on the same rollout has, the environment-level switch is almost never the problem, it's already proven to work for their colleagues. The more likely culprit is something client-side and per-person: a separate app that has to be installed and signed into inside Teams itself, distinct from the Outlook add-in that's clearly already working for that seller. Email drafting and meeting recaps ride on two different rails, so having one working doesn't guarantee the other is set up. It's easy to go looking for something more exotic, a sync setting on the mailbox, an administrative security role, or even confusing the meeting-recap feature with a completely different AI capability that analyzes calls. Those all lead to dead ends here, because they don't touch what actually delivers meeting insights into Teams. The efficient move is to start with the simplest, most common gap for a single-user issue: has this person actually installed and logged into the right app on the client where the feature shows up?
Full Explanation
The correct answer is C. Meeting-based Copilot for Sales insights, such as post-call recaps and suggested follow-ups from Teams meetings, require the seller to have installed and signed in to the Copilot for Sales app inside Microsoft Teams itself; enabling Copilot at the environment level and having the Outlook add-in working covers email drafting but not the Teams meeting experience, which is a separate client-side installation. Option A is incorrect because Teams meeting recaps are not sourced from mailbox server-side synchronization; that setting governs email tracking and timeline sync, not meeting transcripts. Option B is incorrect because System Customizer is an administrative role for schema changes and has no bearing on which end users can view AI-generated meeting recaps. Option D is incorrect because it attributes the recap capability to Conversation Intelligence rather than Copilot for Sales; while both features can coexist, Teams meeting recaps in this scenario are a Copilot for Sales capability, and confusing the two would send the consultant checking the wrong license and settings entirely. The consultant should have the seller install and sign in to the Teams app before looking anywhere else.