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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Co Pilot Search on acc...
Customer experience | Sales, Customer Insights,...
Answered

Co Pilot Search on accounts view

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Posted on by dcarpenter

We have instances where co-pilot is displaying a search bar on account views, co-pilot features have been turned off in production as they are in "preview" mode, I can't seem to see this in app settings, so I'm wondering if there is another reason why only certain users are seeing the co-pilot search, this is not affecting every user.


Damien

Categories:
Microsoft Dynamics CRM
  • Verified answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti on at
    Co Pilot Search on accounts view
    Hello,
     
    This is a configuration that you can do on environment settings.
     
    Access https://admin.powerplatform.microsoft.com/environments, than select the environment -> Settings -> Features.
    On below option you can change the behavior as you want.
     
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
  • dcarpenter Profile Picture
    dcarpenter on at
    Co Pilot Search on accounts view
    Thank you, this one option had slipped my view :) thought i had got them all. 


     
  • CU15050942-1 Profile Picture
    CU15050942-1 on at
    Co Pilot Search on accounts view
    Exploring random global locations is so much fun with GeoGuessr Free
  • CU29050844-0 Profile Picture
    CU29050844-0 on at
    Co Pilot Search on accounts view
    If you use Microsoft Entra ID (Azure AD) or Microsoft 365 admin center to manage permissions and policies, disabling Co-pilot might not be fully synchronized to all users or devices.
  • CU05120455-0 Profile Picture
    CU05120455-0 on at
    Co Pilot Search on accounts view

    The Co-pilot search feature may be only visible to users with an administrator or higher role or with special permissions. Poly Track

     

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