

For many organizations, content oversharing, and data governance can be a challenge. This means it is important to have good content management practices in the first place. Microsoft 365 Copilot uses your existing permissions and policies to deliver the most relevant information, building on top of our existing commitments to data security and data privacy in the enterprise. Permissions and content management best practices Finally, to leverage cross-app intelligence experiences in Teams, you’ll need to enable plugins using the Teams admin center. Thus, WebSockets must be unblocked from user endpoints. Some Copilot experiences require a WebSocket connection from the device running the Microsoft 365 app to a Microsoft service. This will help provide the best experience with Copilot through minimization of latency and increased network quality of service (QoS) for critical network flows. As with all Microsoft 365 services, we recommend that customers align their network with the Microsoft 365 network connectivity principles. Copilot services connect to endpoints contained within the Microsoft 365 endpoint taxonomy.

In addition to some requirements, we are sharing some recommendations that prepare your organization for a better experience with the technology. Learn more about the channels in this article. Once available to your organization, your users will need to be on the Current Channel or on the Monthly Enterprise Channel for Microsoft 365 apps to have access to Copilot.
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Copilot users must have either a Microsoft 365 E3 or E5 license and an Azure Active Directory account, which gives them access to the Microsoft 365 apps and services that work with Copilot including Word, Excel, PowerPoint, OneDrive, Outlook, Loop, and more. To use Copilot, your organization must meet some technical requirements and have some features enabled. Learn more about Microsoft 365 Copilot: The Copilot System: Explained by Microsoft and How Microsoft 365 Copilot works. You’ll also learn some best practices about setting permissions policies, details about admin controls, change management, adoption, security, privacy, compliance, and data residency to help your organization get prepared. Whether or not you're participating in the Early Access Program (EAP), this blog provides an overview of Copilot, shares technical details, and how you can prepare for it. Microsoft 365 Copilot combines the power of large language models (LLMs) with your organization’s data – all in the flow of work - to turn your words into one of the most powerful productivity tools on the planet. A banner image containing text: "How to prepare for Microsoft 365 Copilot: Technical requirements and onboarding guide for IT admins."
