How to enable Microsoft 365 Copilot for a pilot group
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How to enable Microsoft 365 Copilot for a pilot group
How to enable Microsoft 365 Copilot for a pilot group: licence prerequisites, the oversharing check, group-based assignment, Teams settings, what to measure.
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
Which base licence does a Copilot pilot user need?
Any eligible Microsoft 365 or Office 365 plan — Business Basic, Standard, Premium, E3, E5, F1, F3, Office 365 E1/E3/E5, and the education and government equivalents — with the Copilot add-on assigned on top. The user al…
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
Do I have to fix oversharing before enabling Copilot?
Copilot respects existing permissions, so it does not expose anything the user could not already open — but it makes what they can open findable. If the tenant has broad 'Everyone except external users' access on old si…
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
How long after assigning the licence does Copilot appear?
Usually within a few hours, occasionally up to 24. Microsoft 365 Apps need to be on Current Channel or Monthly Enterprise Channel and restarted; Teams and Outlook pick it up on next launch. If a user still sees nothing…
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
Step 1: Run the oversharing check
SharePoint admin center → Reports → Data access governance: run Sharing links and Sensitivity labels applied reports, and — the important one — Oversharing baseline report for sites (part of SharePoint Advanced Manageme…
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
Step 2: Create the licensing group
An assigned (static) security group LIC-Copilot-Pilot with the pilot users. Assign the Copilot licence to the group via group-based licensing; leave all Copilot service plans enabled. Static rather than dynamic so seats…
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
Step 3: Check the Copilot settings page
Microsoft 365 admin center → Copilot → Settings. Review: Data, privacy, and security (web search grounding on or off — most pilots leave it on and note it), Copilot in Bing/Edge/Windows (the Chat entry points), Agents (…
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
Step 4: Teams meeting policy
Copilot in meetings needs transcription. Teams admin center → Meetings → Meeting policies → the pilot policy: Transcription: On, Copilot: On with saved transcript (or On without saved transcript if privacy requires, at…
Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group
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