CoPilot Summary and "create reminder email" in Collections Coordinator not available to all users

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Posted on by Vilde

Hi,

We have an interesting issue where part of our team(some of them now with identical roles) can see the copilot summary with the option to "create reminder email" and then part of our team can not see it within the Collection coordinator workspace when clicking into the customer detail view from customer name.
I've checked e-mail set up on all users, any language, views etc and can't find the issue. All have the CoPilot for Finance Preview licenses(not sure it should matter) and all can see CoPilot summaries in other areas of the system and they definitely have access to the workspace, they just don't see the summary and button to generate a draft email.

Has anyone else encountered this? Help!

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Dynamics 365 Finance

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Vilde 4 on at

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CoPilot Summary and "create reminder email" in Collections Coordinator not available to all users

@André Arnaud de Calavon
One of the affected users view:

One not affected

We have two sets of two with identical role mix where one of them sees the Copilot summary and the other does not. All of the users can see copilot summaries in other parts of the system. Which is why I though it could be missing sending email on the user and it being dependent on that because of the generate reminder button, but they're all set up.

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Vilde 4 on at

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CoPilot Summary and "create reminder email" in Collections Coordinator not available to all users

@Sohaib Cheema - yes, we can look at the same customer and one has the summary + button and the other does not.

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Sohaib Cheema 48,408 User Group Leader on at

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CoPilot Summary and "create reminder email" in Collections Coordinator not available to all users

Does the customer have a balance due for which you are expecting the button to be visible?

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André Arnaud de Cal... 298,564 Super User 2025 Season 2 on at

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CoPilot Summary and "create reminder email" in Collections Coordinator not available to all users

Hi Vilde,

Can you share a screenshot to illustrate your issue? Can you tell if the users have identical or exactly the same roles assigned for whom it is working and not?

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