Request to Add Copilot 365 to Sharepoint Search and Create Documents

Omar Morales 0 Reputation points

Dear MS Copilot/Sharepoint Team,

I am writing to request the integration of Copilot 365 into our organization's Sharepoint environment.

To proceed with this integration, we would need your assistance in:

  1. Evaluating the compatibility of Copilot 365 with our current Sharepoint environment and making any necessary adjustments.
  2. Installing and configuring Copilot 365 within Sharepoint.
  3. Providing training and support to help users understand and utilize the new features effectively.

We believe that integrating Copilot 365 into Sharepoint will greatly benefit our organization by improving our ability to find, create, and collaborate on documents more efficiently. Please let me know if you have any questions or concerns, and kindly provide an estimated timeline for the implementation of this request.

Thank you for your attention to this matter.

Best regards,


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A Microsoft programmability model that exposes REST APIs and client libraries to access data on Microsoft 365 services.
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SharePoint Development
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SharePoint: A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.Development: The process of researching, productizing, and refining new or existing technologies.
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Microsoft Copilot for Microsoft 365 Development
Microsoft Copilot for Microsoft 365 Development
Microsoft Copilot for Microsoft 365: Microsoft 365 Copilot refers collectively to Copilot experiences within Microsoft 365 applications.Development: The process of researching, productizing, and refining new or existing technologies.
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  1. Ling Zhou_MSFT 13,985 Reputation points Microsoft Vendor

    Hi @Omar Morales,

    Thank you for posting in this community.

    Copilot in SharePoint is based on the Copilot system, so you only need to configure Copilot for your tenants.

    1. Preparation:

    Your tenant needs to have the appropriate license. The following licenses are satisfied. For more information about certificates, please refer to: Microsoft Copilot for Microsoft 365 service description guide.

    User's image

    You can use the Microsoft Copilot for Microsoft 365 setup guide in the Microsoft 365 admin center to assign the required licenses to users. For more information, see Assign licenses to users in the Microsoft 365 admin center.

    **2.**Installing and configuring Copilot 365

    Please refer to this guidebook for configuring Copilot for your tenants: Copilot for Microsoft 365: Foundations+. Everything from the pre-preparation to the subsequent installation is documented here in great detail.

    3.Training & Support


    • Copilot Lab offers different tutorials for different types of users, which you can view by clicking on the “Getting Started” button above.
    • Your business users can get help, access learning resources, learn how to get the most out of ‎Copilot‎, catch up on new features, and more in the Business User section of our ‎Copilot for Microsoft 365‎ adoption site.
    • To help your users realize the full benefit of ‎Copilot for Microsoft 365‎, review our ‎Copilot‎ User Onboarding Toolkit. It includes customizable email and community posts you can send when onboarding new users.


    Welcome to the Microsoft 365 Copilot community and ask your questions here.

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    1 person found this answer helpful.