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Copilot controls help you decide how to deploy and customize your Microsoft Copilot licenses and agents to fit your organization's unique needs. You can find related management settings mainly in the Microsoft 365 admin center, Power Platform admin center, and Copilot Studio.
Note
Copilot controls consist of three main pillars:
- Security and governance
- Management controls (this article)
- Measurement and reporting
The management pillar of Copilot controls focuses on the following key capabilities:
- Licensing and metering
- Agent lifecycle
- Customization
Licensing and metering
To manage the costs associated with deploying Copilot, your organization needs control over the deployment and usage of Microsoft Copilot services. This capability includes controls for the use of per-user, per-month licenses and pay-as-you-go services. These pay-as-you-go services include license management, policies, and usage limits. You can also monitor message capacity for both prepaid and pay-as-you-go consumption.
Copilot and Copilot chat in the Microsoft 365 admin center
Use the Microsoft 365 admin center to manage Microsoft Copilot and Copilot Chat licensing. You can also configure pay-as-you-go billing so that you only pay when users use it.
For more information, see the following articles:
Copilot Studio in the Power Platform admin center
Use the Power Platform admin center to manage message capacity for Copilot Studio while monitoring overall capacity consumption. This experience allows administrators to efficiently manage their available session capacity. For more information, see Manage Copilot Studio messages and capacity.
Agent lifecycle
Copilot controls provide visibility into the status, governance, and lifecycle of agents and connectors. They let you manage Copilot agents and connectors from initial deployment to ongoing governance and eventual retirement. They outline processes for managing connectors, establishing rules for agent sharing and coauthoring, configuring Data Loss Prevention (DLP) policies to restrict publishing, and defining lifecycle approval workflows. When you manage the use of agents, you help your organization maintain security, compliance, and operational efficiency throughout the entire agent lifecycle.
Manage connectors
Enable or block specific connectors in the Microsoft 365 admin center. You can control which Microsoft Copilot connectors are available to users.
Review connector access permissions to ensure they align with your organization's visibility model. For more information, see Review and manage access permissions in Microsoft Copilot connectors.
Delegate connector management to AI Administrators by using Microsoft Entra ID roles and Graph API consent policies. For more information, see Grant administrative rights to AI Administrators to manage connectors.
Limit agent sharing of coauthors or users
Control sharing permissions by using Editor and Viewer roles in the Power Platform admin center. For more information, see Control how agents are shared in Microsoft Copilot Studio.
Block or limit sharing by setting rules at the managed environment or environment group level. For more information, see the release plan for Block and limit sharing in Copilot Studio.
Disable publish by blocking certain channels
- Use Data Loss Prevention (DLP) policies in Copilot Studio to block publishing agents through Copilot Studio supported channels. For more information, see Configure data loss prevention policies for agents.
Define a lifecycle process to approve agents for production
- Use Application Lifecycle Management (ALM) with Power Platform solutions to move agents and actions across development, test, and production environments. For more information, see the release plan to Use application lifecycle management in Copilot Studio.
Manage agent capabilities, data sources, and custom actions
Extend agent capabilities with code interpreter, image generator, connectors, and knowledge sources. Some knowledge sources include SharePoint, OneDrive, and web search. For more information, see Add knowledge sources to your declarative agent.
Use standard, premium, or custom connectors to integrate external services and APIs. For more information, see Use connectors in Copilot Studio.
Add tools, topics, and knowledge to agents for richer functionality. For more information, see Extend the capabilities of your agent.
For more information on managing agents, see the following articles:
Manage agents for Microsoft Copilot in the Microsoft 365 admin center
Track, manage, and scale Copilot adoption in the Power Platform
Customization
Beyond the management controls already discussed in this article, use the Copilot pane of the Microsoft 365 admin center to configure other settings.
Use the Search node to manage Copilot Search. You can specify organization-specific acronyms and websites that appear in search results. For more information, see Microsoft Copilot Search admin experience.
Use the Settings node to manage everything related to Copilot. You can access many of the controls previously mentioned in this article through shortcuts in this node. For more information on the other settings that are available, see Manage Microsoft Copilot scenarios in the Microsoft 365 admin center.
Enable your users to more quickly access Copilot on Windows and in Microsoft 365 apps by pinning those experiences. For more information, see Pin Microsoft Copilot app to the Windows Taskbar and Pin Microsoft Copilot Chat in the Microsoft 365 apps.