A consultant is troubleshooting why several sellers on a 30-person team see no Copilot for Sales features anywhere in the app, while sellers on another team provisioned on the same day as part of the same rollout see full functionality including email drafting and next-best-action prompts. The consultant confirms the environment's AI features toggle is enabled and security roles are correct across both teams. What should the consultant check next?
Select an answer to reveal the explanation.
Short Explanation
When one team has Copilot and another doesn't, and the environment toggle and roles are fine, check the per-user license. These AI features usually need a premium license assigned to each seller, and rollouts can miss people. Open each affected seller's license assignment and confirm it's there.
Full Explanation
The right check is whether each affected seller has actually been assigned the required Copilot or Sales Premium license. Dynamics 365 Sales Copilot features require a Copilot-enabled license, commonly delivered through Dynamics 365 Sales Premium, assigned per user in addition to the base Dynamics 365 Sales license and security role. When the environment-wide AI toggle and security roles are already confirmed correct for both teams, a per-user difference in functionality points to a per-user assignment, which is exactly how licensing works. The consultant should verify that every affected seller has actually been assigned the license, since rollout steps sometimes miss individual users even when a team is provisioned together. The option about re-enabling the AI features toggle in Sales Hub app settings is incorrect because the scenario states the environment-level AI features toggle is already confirmed enabled, so re-enabling it addresses nothing. The option about checking whether the affected sellers' security roles include the AI feature privilege is incorrect for the same reason: security roles have already been verified as correct across both teams, ruling out a privilege gap. The option about the affected sellers using the legacy Sales Hub app instead of the unified interface is incorrect because Copilot for Sales is available in the unified Sales Hub app itself, not gated behind a distinct legacy interface, so an app-version difference would not explain sellers seeing none of the AI features at all.