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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / User doesn't have acce...
Customer experience | Sales, Customer Insights,...
Suggested Answer

User doesn't have access to Copilot in Sales

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Posted on by AZ-01081450-0 44
Hi all,
I work in a project now, where I'm implementing Dynamics Sales with Sales Enterprise licenses for users. I have a user A, who has System Administrator security role and he have access to Copilot in CRM, and I have user B with dedicated security role (copied form Salesperson role) and Sales Copilot User role and this user B doesn't have access to Copilot in CRM. The user B has user level access to all tables required like Account, Lead etc., the same licenses as user A. When I assign System Administrator role to user B he has access to Copilot... Copilot is configured for the environment. It seems like security role issue, but I don't know where is the problem. Does anyone have idea what should be configured in order for Copilot to work for dedicated security role?  
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Dynamics 365 Sales
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  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,084 Super User 2026 Season 1 on at
    Here is the documentation for enabling Copilot for Sales access. Are you sure you have gone to https://admin.powerplatform.com and updated the relevant settings? I've found that some of the Copilot settings are set to only be enabled for some users (and unfortunately it isn't very clear which users that is).
     
     
     
  • AZ-01081450-0 Profile Picture
    AZ-01081450-0 44 on at
    Hi Tom, thanks for the documentation, I've walked through it again and re-checked everyting and all settings are updated, also I've checked dedicated role and all privileges from official documentation are in place. But still user B has a problem and doesn't have access to copilot, unless I assign system administrator to it. So it looks like a security problem, but I'm run out from ideas which is it.
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,084 Super User 2026 Season 1 on at
    Can you try assigning the Copilot Administrator role to the user and see if that works? If it does, then we can isolate the missing permission to one of the variations between those two roles.
     
    You can use something like Role Comparator tool in XRM toolbox to find the difference between roles.
  • AZ-01081450-0 Profile Picture
    AZ-01081450-0 44 on at
    Assigning Sales Copilot Administrator doesn't solve the problem, user still doesn't have access to copilot in CRM.
  • Tom_Gioielli Profile Picture
    Tom_Gioielli 3,084 Super User 2026 Season 1 on at
    I'm a bit stumped then as well. It might take a MS support ticket to try and figure out what is going on, unless someone else in here pops in with an idea. Sorry I couldn't help!

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