Microsoft Copilot for Microsoft 365 requirements

The integration of Microsoft Copilot for Microsoft 365 and Microsoft 365 Apps enables Copilot experiences to take place inside individual apps, such as Word, PowerPoint, Teams, Excel, Outlook, and more. As a result of this integration, the requirements for using Microsoft Copilot for Microsoft 365 are nearly identical to the requirements for using Microsoft 365 Apps.

Prerequisites

The following are the prerequisites for using Microsoft Copilot for Microsoft 365. Copilot for Microsoft 365 requires the user to have a prerequisite base license assigned. You can find the list of eligible base licenses in the Microsoft Copilot for Microsoft 365 service description guide.

Microsoft 365 Apps

Microsoft 365 Apps must be deployed. Use the Microsoft 365 Apps setup guide in the Microsoft 365 admin center to deploy to your users.

Note

  • For Copilot to work in Word Online, Excel Online, and PowerPoint Online, you need to have third-party cookies enabled.
  • Review your privacy settings for Microsoft 365 Apps because those settings might have an effect on the availability of Microsoft Copilot for Microsoft 365 features. For more information, see Microsoft Copilot for Microsoft 365 and policy settings for connected experiences.
  • Copilot is not available on Device-Based Licensing for Office 365 Apps.

Microsoft Entra ID

Users must have Microsoft Entra ID (formerly Azure Active Directory) accounts. You can add or sync users using the onboarding wizard in the Microsoft 365 admin center.

Microsoft OneDrive

Some features in Microsoft Copilot for Microsoft 365, such as file restore and OneDrive management, require that users have a OneDrive account. You can use the OneDrive setup guide in the Microsoft 365 admin center to enable OneDrive for your users.

Microsoft Outlook

Microsoft Copilot for Microsoft 365 works with the new Outlook (for Windows and Mac), which are currently in preview. Users can switch to the new Outlook by selecting Try the new Outlook in their existing Outlook client.

To have Copilot appear in the new Outlook, you need to sync your Microsoft 365 settings. To do this, go to View and manage your Microsoft 365 settings.

Microsoft Copilot for Microsoft 365 will be supported on classic Outlook for Windows (Win32 desktop app) in the future. You can review the roadmap item here.

Microsoft Teams

You can use the Microsoft Teams setup guide in the Microsoft 365 admin center to configure popular Teams settings, including external access, guest access, team creation permissions, and more. Copilot in Teams is available on Windows, Mac, web, Android, and iOS.

To enable Copilot in Teams to reference meeting content after the meeting has ended, transcription or meeting recording must be enabled. To learn more about configuring transcription and recording, see Configure transcription and captions for Teams meetings and Teams meeting recording.

Microsoft Teams Phone

Copilot in Teams Phone supports both voice over Internet Protocol (VOIP) and public switched telephone network (PSTN) calls. For support across VoIP calls, you'll need a Microsoft Copilot for Microsoft 365 license. To use Copilot for PSTN calls, you'll need a Teams Phone license and a calling plan in addition to the Microsoft Copilot for Microsoft 365 license.

To enable Copilot in Teams Phone, you need to turn on transcription or recording. For VoIP callers, all participants see a notification that the call is being transcribed or recorded. For PSTN callers, all participants will hear an announcement that the call is being recorded.

Microsoft Loop

To use Microsoft Copilot for Microsoft 365 with Microsoft Loop, you must have Loop enabled for your tenant. This can be done in the Microsoft 365 admin center or the Microsoft 365 Apps admin center under Customization | Policy Management. For more information, see Manage Loop workspaces in Syntex repository services and Learn how to enable the Microsoft Loop app, now in Public Preview.

Microsoft Whiteboard

To use Microsoft Copilot for Microsoft 365 with Microsoft Whiteboard, you must have Whiteboard enabled for your tenant. To learn more about Microsoft Whiteboard, see Manage access to Microsoft Whiteboard for your organization.

Office Feature Updates task

The Office Feature Updates task is required for core Copilot experiences in apps such as Word, PowerPoint, Excel and OneNote, to work properly. This task should be allowed to run on its regular schedule, and allowed to access the required network resources.

For more information about the Office Feature Updates task, see Office Feature Updates task description and FAQ. For more information about which network resources should be allowed, see Network requirements.

License requirements

Copilot for Microsoft 365 is available as an add-on plan with one of the following licensing prerequisites:

  • Microsoft 365 E5
  • Microsoft 365 E3
  • Office 365 E3
  • Office 365 E5
  • Microsoft 365 A5 for faculty
  • Microsoft 365 A3 for faculty
  • Office 365 A5 for faculty
  • Office 365 A3 for faculty
  • Microsoft 365 Business Standard
  • Microsoft 365 Business Premium

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.

Update channels

Microsoft Copilot for Microsoft 365 will follow the standard practice of deployment and updates for Microsoft 365 Apps, being available in all update channels, except for Semi-Annual Enterprise Channel. Preview channels (also known as Microsoft 365 Insider) include Current Channel (Preview) and Beta Channel. Production channels include Current Channel and Monthly Enterprise Channel.

Copilot is available in Current Channel and in Monthly Enterprise Channel. As always, preview channels are a great option to validate the product before rolling out to the rest of organization. To learn more, see Overview of update channels and Microsoft 365 Insider channels.

Network requirements

Copilot services connect to endpoints contained within theĀ Microsoft 365 endpoint taxonomy. As with all Microsoft 365 services, we recommend that customers align their network with theĀ Microsoft 365 network connectivity principles. This helps provide the best experience with Copilot through minimization of latency and increased network quality of service for critical network flows.

There are many Copilot experiences, including some core experiences like Excel, Word, PowerPoint, Teams, and Loop, that use WebSocket connections (wss://) from the device running the Microsoft 365 app to a Microsoft service. So, to use these Copilot experiences, WebSocket connections must be allowed from user endpoints to the endpoints listed in our endpoint taxonomy, specifically in ID number 147 in the section for Microsoft 365 Common and Office Online.

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