Free Copilot Chat learning sessions - become a Copilot Chat expert in an hour!
With Copilot Chat now available for all M365 users, we invite you to join our Coffee and Copilot learning sessions to unlock the full potential of your new AI assistant.
No matter your role or experience level, in just 90 minutes, our expert-led sessions will transform you from a beginner to a pro in Copilot Chat. We'll guide you through the foundations of AI, the basics of navigating Copilot, and understanding how Copilot handles your most sensitive data.
Here's what you'll learn:
Foundations of AI: Get a solid understanding of AI principles.
Navigating Copilot: Master the basics and explore its capabilities.
Content Creation: Learn how to create compelling content effortlessly.
Research: Discover efficient ways to conduct research using Copilot.
File Upload: Understand how to manage and upload files seamlessly.
Prompt Library: Explore a variety of prompts to enhance your workflows.
Don't miss this opportunity to elevate your productivity! Our sessions are offered every Friday, until June 20th, so choose the date that suits you best and get ready to transform your workflows. Reserve your spot below and take your AI skills to the next level.
See you there! Registration Dates:(Currently, only dates until April 25th are available for registration. More dates will come soon)
DateRegistration Link
March 28th
Coffee and Copilot (March 28)April 4thCoffee and Copilot (April 4)April 11thCoffee and Copilot (April 11)April 18thCoffee and Copilot (April 18)April 25thCoffee and Copilot (April 25)
Announcing the Microsoft 365 Copilot and Copilot Agents Management Series
Starting next week, following our popular series “Microsoft 365 Copilot Training Series on Demand,” Microsoft’s Darryl Rowe and Michael Gannotti will begin a new series titled “Microsoft 365 Copilot and Copilot Agents Management Series.” The series will run over 8 recorded podcasts that will be posted to the HLS Blog and be linked in here as well.
Microsoft 365 Copilot and Copilot Agents Management Series:
Introduction to Copilot Chat
Microsoft 365 Copilot and Copilot Chat Administration
Introduction to agents
Agent management controls
Agents built in SharePoint
Agents built in Agent Builder
Agents built in Copilot Studio
Analytics and Monitoring
Be sure to mark this page in your browser favorites and check back each week. The above bullet items will be updated to active links as the podcast sessions are released. Recording begins Monday 3/24/2025 with the first podcast, “Introduction to Copilot Chat,” dropping late Monday afternoon.
In the meantime check out the following resources:
Meet Copilot, Your AI Assistant for Work | Microsoft 365
Microsoft 365 Copilot – Microsoft Adoption
Adoption resources for Microsoft 365 Copilot | Microsoft Learn
Microsoft 365 admin center scenarios that configure Copilot | Microsoft Learn
Extend Microsoft 365 Copilot | Microsoft Learn
Today’s blog is one that I’m very excited about - I’m going to show you all about how to use the brand new Copilot Prompt Gallery, or as they are calling it, “Prompts”, which is rolling out now. It’s a place to store your favorite prompts and share prompts with your teams.
Two things to note: One is that, as of right now, this does require an M365 Copilot license to use as an app in Teams.
Introducing the Copilot Analytics Advanced Analysis Playbook
For customers looking to run custom analyses to create more tailored, actionable interventions around Microsoft 365 Copilot adoption and impact, we’re now providing a new set of resources in the form of a playbook.
This playbook is designed to be used like an analysis recipe book, to help an analyst put together an analysis plan based on the most pressing questions and context of their particular organization.
It's designed for our technically savvy customers, specifically analytics leaders and analysts who have already been utilizing the Copilot Dashboard and Power BI reports and are eager to take their analysis to the next level.
What is it?
This playbook is intended for analytics leaders or analysts who have used available resources to assess Copilot adoption and impact, and seek further guidance for an in-depth analysis plan. This playbook provides analysis and visualization examples to measure the progress and impact of Copilot adoption. It also helps analysts identify opportunities to accelerate cultural transformation around AI.
What’s inside?
The playbook covers 15 different analysis and visualization views focused on assessing Copilot adoption and impact. Each analysis is focused on a business question and includes business implications and code examples. Some of the analyses featured in the playbook include:
Usage segmentation
Ranked exploration of groups on Copilot usage
Profiling adoption and readiness sentiment with Pulse
Assessing equality of usage with the Gini coefficient
You can access this playbook here.
TL;DRUse Copilot chat in Loop to learn who made what changes and when. Due late January to late February 2025. DetailsIf you collaborate on a busy loop page, you can now ask Copilot chat to help you get caught up with changes. Microsoft suggests the following prompts to get you started: What changes did [name] make to
Microsoft Copilot to analyse content shared onscreen in a Teams meeting
TL;DRMicrosoft Copilot will soon be able to answer questions based on content shared onscreen during a Teams meeting. Due mid-March to early April 2025. DetailsMicrosoft: “Copilot will be able to understand slides, documents, spreadsheets, and websites, or anything else shared onscreen. Users will be able to ask simple recall questions, such as “Show me the
Increase Your Productivity with Copilot on OneNote Web and OneNote in Teams
We are excited to announce that Copilot is now available on OneNote web and OneNote in Teams for our commercial customers, a powerful feature...
Will Copilot Agents Run Amok in Microsoft 365 Tenants?
Everyone's very excited about the potential goodness of Copilot agents, but how Microsoft 365 tenants will manage potentially thousands of agents in the future is something that isn't clear. Some administrative capabilities are in the Microsoft 365 admin center, but are these sufficient? We don't think so, and this article explains why and what we'd do about the problem.
Microsoft 365 Copilot Chat: Your New AI Assistant Explained!
Discover the future of productivity with our latest video on Microsoft 365 Copilot Chat! This innovative AI assistant is designed to streamline your workflow...
to add a metered or consumption billing to Microsoft 365 Copilot Chat is provided in this video. You’ll see s step by step process of what you need to do to allow agents built with Copilot St…
With the announcement of Microsoft 365 Copilot Chat, you now have greater flexibility in the ways you can deploy Microsoft 365 Copilot and agents in your organization to accelerate your AI transformation. Moving forward, every organization will have a mix of Copilot Chat and Microsoft 365 Copilot —our best-in-class offering—to drive AI transformation at scale.
Copilot Chat (formerly Microsoft Copilot with enterprise data protection) offers users in your organization who are logged in with Microsoft Entra free, secure AI powered by GPT4.o, grounded in web data, and protected by Microsoft’s commitments to safeguard your enterprise data. Copilot Chat is available at no additional licensing cost for all Entra account users with a Microsoft 365 subscription.
With Copilot Chat, you can now also empower people in your organization to discover, use, and create agents. Agents can be enabled and managed by you, as an IT administrator, and are billed to your organization on a metered usage basis.
Microsoft 365 Copilot Chat offers:
Free, secure AI chat powered by GPT-4o
Pay-as-you-go agents grounded in shared tenant data, accessible right in chat
IT controls for data governance and management of agents, including enterprise data protection.
When you deploy Microsoft 365 Copilot Chat, Microsoft respects your organization’s existing policies and control settings. Agents that access your organization’s shared tenant data are turned off by default. Admins need to set up or use an existing Copilot Studio subscription to enable these agents. Once enabled, they will be billed based on metered consumption. Agent availability will be based on your existing store settings for Teams and Microsoft 365 apps.
View and share our 60 second video to quickly understand these changes to our Copilot experiences
To get started
Pin Microsoft 365 Copilot Chat - Copilot can be pinned within the new Microsoft 365 Copilot app (formerly the Microsoft 365 app), Microsoft Teams, and Outlook. Pinning Copilot Chat is a key step to encouraging people in your organization to use Copilot Chat and agents by conveniently accessing it in these apps.
Set up and manage required agent configurations in the Power Platform admin center
Manage access to Copilot Studio
Assign Copilot Studio User License to users in Microsoft 365 admin center, or
Set permissions for Copilot Studio authors using Security groups in Power Platform admin center
Create a pay-as-you-go billing plan. Create a Copilot Studio billing plan in the Power Platform admin center
For details on Copilot Chat and agent setup requirements, access the IT Setup and Controls Guide below.
Copilot Chat and agent starter kit
To support these exciting announcements, we have updated the Copilot Success Kit and Copilot Success Kit for small and medium-sized businesses, which now includes a new agent starter kit with guidance and easy ways for your organization to get started with Copilot Chat and agentic functionality. You can find the latest assets and resources here to start your journey: aka.ms/Copilot/ChatAgentStarterKit
The Copilot Chat and Agent Starter Kit has a comprehensive set of guidance for both IT and end-users.
Agent overview guide
aka.ms/Copilot/AgentOverviewGuide
Learn how to quickly unlock the value of Copilot through agents. See the easiest ways to get started across Copilot Chat, SharePoint, and Copilot Studio with lots of examples and templates that will help you quickly build and use your first agents.
IT Set up and Controls Guide
aka.ms/Copilot/ITControlsGuide
Get the latest on IT set up and controls guidance for Copilot Chat and agents. Manage access to Copilot Chat for your users and set up required data governance controls. Then set up access to agents including licensing and billing plans. Learn how to monitor and manage consumption.
Latest Agent Blogs
Catch up on the latest announcement from Satya Nadella and Jared Spataro announcing Copilot Chat here: https://aka.ms/Copilot_Chat
Understand how pricing for M365 Copilot Chat will work and what new capabilities we are announcing in Copilot Studio, to support it here: aka.ms/mcscopilotchat
Copilot Chat and agents user resources
Share the Copilot Chat user training deck with users at your organization to introduce Copilot Chat and guide them on how to use it effectively: aka.ms/CopilotChatUserDeck. For dedicated guidance on using and creating agents, share the Agents in Copilot Chat handout: aka.ms/AgentUserHandout.
Copilot Chat scenarios
We have launched new Copilot Chat (free) and agent (consumption) scenarios to the Scenario Library, with easy steps for each of your functional teams to get started.
Join us for our upcoming Microsoft 365 Copilot Tech Community Live event!
Save the Date and join us Tuesday, January 28 at 8:00 AM Pacific for two Ask Microsoft Anything (AMA) sessions where you can dive deep into the world of Microsoft 365 Copilot.
Session 1: Follow the Prompt: How data flows through Microsoft 365 Copilot Explore data processing, protection, and orchestration, plus insights on Graph Connectors and agents.
Session 2: Prepare your data for Copilot: Essential tools and techniques Learn how to address oversharing, integrate SharePoint Advanced Management, and utilize Microsoft Purview for secure data handling to ensure your data is ready for Copilot deployment.
For more information and registration: aka.ms/M365CopilotTCL
Purview Retention and the Microsoft Copilot Blueprint
Disclaimer: This post was written by me, not AI. #OriginalThought 🙂 At Microsoft Ignite (November 2024), Microsoft introduced their deployment blueprint for Microsoft 365 Copilot with high-level gu…
Here is a video that takes you through the process of setting up a Data Loss Prevention Policy (DLP) that protects content when used in Microsoft 365 Copilot.To achieve this you need to set up Data…
Microsoft 365 Copilot for the C-Suite - Meet your new Business Partner Agent
In my conversations with C-suite executives around the globe, one theme consistently emerges, and that is the challenge of scaling strategic decision-making without sacrificing quality. In this article, I'm sharing something that could fundamentally change how leaders approach this challenge.
New Copilot reporting datasets and how to fetch them programmatically
While Microsoft are quick to position AI/Copilot as the solution to all your needs, they're not so quick to provide useful reports to gauge Copilot usage and adoption. And even when they do so, there is insufficient coverage within the Graph API, so you're stuck with using the Microsoft 365 Admin Center instead. In this article, we will discuss how you can fetch the same Copilot usage and adoption data as the built-in reports, but without having to rely on the portal/UI.
Gather and create notes with Copilot in your personal OneNote notebooks directly on the page
The new Take notes with Copilot feature for personal notebooks in OneNote on Windows helps you gather and create notes directly on the page using natural...
Paul Schnackenburg dives deep into how Microsoft Purview has prioritized data governance and security features to address the challenges of oversharing and lax permissions exposed by M365 Copilot.
Purchasing Microsoft 365 Copilot for small and medium-sized businesses | Microsoft 365 Blog
Small and medium-sized businesses need an AI solution that helps them work smarter. Learn how Microsoft 365 Copilot is a strategic investment for growth.
Copilot Vision now in preview – a new way to browse
Since we first announced the new consumer Copilot in October, we have loved seeing the ways people have made Copilot their own. It has helped people think through their ideas and get a fresh perspective, has made it less overwhelming to find the right information, and has even helped people feel supported when navigating difficult
SharePoint Agents are AI-powered agents that revolutionize the way you interact with documentation transforming your workflow and boosting your productivity.
AI Innovations at Microsoft Ignite 2024: What You Need to Know
This year, the spotlight at Microsoft Ignite was on AI. I’ll share the announcements that impressed me the most and explore how they’re shaping the future of work