Introduction

  • 2 minutes

Every capability you turn on for Microsoft 365 Copilot changes what the tool can reach, and reversing that decision later is far harder than making it in the first place. As an administrator managing Relecloud's tenant, you now move past rollout into the ongoing work of tuning how Copilot behaves—and each setting you touch trades some capability for some amount of data exposure.

Consider a Relecloud analyst who asks Copilot to summarize the latest thinking on a Woodgrove Bank engagement. The prompt routes to a non-Microsoft AI provider, and Relecloud's business context leaves the tenant for infrastructure the legal team never reviews. Nobody makes that choice for this specific prompt. Someone makes it weeks earlier, through a single settings-catalog toggle that turns on an extra AI provider "for better answers," without recognizing that enabling a third-party AI provider makes it a Microsoft subprocessor for that data. The toggle looks like a small convenience. Its consequences reach every prompt that follows.

Copilot configuration isn't one on/off switch. It's a catalog of individual, reversible decisions, and each one is a deliberate trade between what Copilot can do and what it can reach.

What you'll learn

  • Configure the Copilot tenant-settings catalog—self-service purchases, Copilot in admin centers, release preferences, the AI disclaimer, and image and video generation.
  • Govern web search for Microsoft 365 Copilot and Copilot Chat through the Cloud Policy service.
  • Set up Copilot Search so results recognize your organization's acronyms and promote curated bookmarks to key destinations.
  • Weigh third-party AI providers (Anthropic, Mistral, xAI) as data-boundary decisions before enabling them, and scope the decision to specific users or groups.
  • Extend Copilot's grounding with Copilot connectors—synced connectors that index into Microsoft Graph, or federated connectors that fetch content live.
  • Recognize two awareness-level extensibility surfaces: AI skills in SharePoint, and the Copilot Frontier program for opt-in early access to preview capabilities.

By the end of this module, you can configure Microsoft 365 Copilot's settings catalog, web search, Copilot Search, third-party AI providers, and Copilot connectors to match Relecloud's risk tolerance, and recognize the module's awareness-level extensibility surfaces.