A consultant enables Dynamics 365 Sales Copilot's AI-generated summary feature and confirms it appears correctly on account records, giving sellers a rolled-up view of recent activity. Sellers now ask why the same kind of summary never appears on opportunity records. What should the consultant check first?
Select an answer to reveal the explanation.
Short Explanation
Features like this AI-generated summary card aren't an all-or-nothing switch, they're turned on one table at a time. Getting it working on accounts doesn't automatically light it up on opportunities; that's a separate setting the consultant still has to flip. So when a summary shows up perfectly on one kind of record and never appears on another, the first thing to check isn't who owns the record, because ownership is about security, not about whether a feature is switched on for that table at all. It's not about a different feature either, since the kind that reads call transcripts is distinct from a general activity summary. It's also not a seat-limit problem, because running out of licensed seats would show up as sellers losing Copilot access everywhere, not as one specific table quietly missing a feature while another table keeps working fine. The real answer is checking the per-table configuration and turning the summary on for the table that's missing it.
Full Explanation
The correct answer is B. AI-generated summary cards in Dynamics 365 Sales Copilot are configured per table rather than as a single global switch, so enabling the feature for Account does not automatically enable it for Opportunity or any other table; each one has to be turned on separately in the Copilot or Sales Insights configuration. The fact that accounts work correctly while opportunities show nothing points directly at this table-level setting rather than a broader outage. Option A is incorrect because record ownership is a security concept governing who can see and edit a record; it has no bearing on whether a Copilot feature has been enabled for that table. Option C is incorrect because the general AI-generated summary draws on activities, notes, and record data broadly, not exclusively on call transcripts, and Conversation Intelligence is a separate feature from the summary capability. Option D is incorrect because reaching a Copilot for Sales seat limit would affect seller access to Copilot broadly across the environment, not selectively suppress a single feature on one specific table while leaving it fully functional on another.