A consultant has enabled Copilot for Sales for a Dynamics 365 Sales Premium environment. Sellers confirm the Outlook add-in drafts email replies correctly, but when they open an opportunity record and select Copilot's 'Summarize' option, they receive an error instead of a summary. No other Copilot feature is affected. What should the consultant check first to resolve the summarization error?

The correct answer is whether Dataverse search (relevance search) is enabled for the environment in the Power Platform admin center. Copilot's record-summarization feature builds its summary by retrieving related content, such as notes, activities, and linked records, and it depends on Dataverse search being enabled in the environment to locate and pull that content together. Because email drafting already works, the Copilot license, add-in, and core service connection are all functioning, which narrows the problem to a feature-specific dependency rather than a licensing or enablement gap. The security-role check is incorrect because System Customizer is an administrative role for schema changes, not a role sellers need for AI features, and swapping roles would not touch the search dependency that summarization relies on. The Conversation Intelligence check is incorrect because Conversation Intelligence analyzes call transcripts from phone or Teams calls, which is unrelated to summarizing the text and activity history already stored on an opportunity record. The AI Builder credit check is incorrect because AI Builder credits govern consumption for AI Builder models such as custom prediction models, not the record-retrieval mechanism that Copilot's summarize action depends on, so adding credits would not address a failure that is isolated to one specific Copilot action.