Get started with Microsoft Copilot for Microsoft 365

Microsoft Copilot for Microsoft 365 is an AI-powered productivity tool that uses large language models (LLMs) and integrates your data with the Microsoft Graph and Microsoft 365 Apps. It works alongside popular Microsoft 365 Apps such as Word, Excel, PowerPoint, Outlook, Teams, and more. Copilot provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills. This article covers the technical requirements to access and configure Copilot for Microsoft 365.

Prerequisites for Microsoft Copilot for Microsoft 365

Before you can access Copilot, you must meet these requirements:

  • The following applications must be deployed for your users, which seamlessly integrate with Microsoft Copilot for Microsoft 365 and other applications:
    • Word
    • Excel
    • PowerPoint
    • Outlook
    • Microsoft Teams
    • OneDrive
    • SharePoint
    • Exchange

To get started with the implementation process, see Deployment guide for Microsoft 365 Apps.

Important

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.

Manage licenses for Copilot

You can manage Microsoft Copilot for Microsoft 365 licenses from the Microsoft 365 admin center. You can assign licenses to individual users or to groups of users, as well as reassign licenses to other users.  

To access license management in the Microsoft 365 admin center, go to Billing > Licenses.

You can also assign licenses in bulk to groups of users through the Azure admin center or assign licenses to users with PowerShell. For more information, see Assign Microsoft 365 licenses to users.

Security and privacy

Microsoft Copilot for Microsoft 365 ensures data security and privacy by adhering to existing obligations and integrating with your organization's policies. It utilizes your Microsoft Graph content with the same access controls as other Microsoft 365 services. To learn more about privacy with Microsoft Copilot for Microsoft 365, see Data, Privacy, and Security for Microsoft Copilot for Microsoft 365.

Privacy settings for Microsoft 365 Apps

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.

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