Enable Copilot for Microsoft 365 FAST
Roll out Microsoft Copilot for Microsoft 365 at scale in three quick steps. See the methods for each to efficiently enable Copilot services:
- Optimize Search with data controls in place to limit exposure of information in search.
- Update Your Apps—both on desktop and mobile—so they are ready for integrated Copilot experiences.
- Grant Access to Copilot services quickly to large groups in your organization via Microsoft Entra controls.
We're also introducing a new capability with Restricted SharePoint Search, which enables SharePoint administrators to define the sites where every user in the organization is allowed to files and data using search, without impacting access to sites and files for people working in sites, which are not allowed for everyone to search.
With Copilot for Microsoft 365 services in place, track adoption and impact, and see how different groups in your organization are benefitting from Copilot services with the Microsoft Copilot Dashboard powered by Viva Insights. Now, even if you don't currently own Viva Insights, there is an offer for Microsoft Copilot customers to get these services included with your Copilot subscription: https://www.microsoft.com/en-us/microsoft-365/blog/2024/04/11/enabling-your-ai-transformation-journey-with-microsoft-viva/
► QUICK LINKS:
00:00 - Steps to deploy Copilot for Microsoft 365
01:01 - How to quickly optimize search
02:24 - How to set up Restricted SharePoint Search
03:23 - Update Microsoft 365 apps on managed devices
05:34 - Grant access to Copilot services
06:20 - Copilot Dashboard included with any Microsoft 365 subscription
07:00 - Copilot Dashboard powered by Viva Insights subscription
08:38 - Wrap Up
► Link References:
Get started at https://aka.ms/DeployCopilotforM365
Watch how to get ready for Copilot at https://aka.ms/CopilotSecurityMechanics
For more resources go to https://adoption.microsoft.com/copilot
► Unfamiliar with Microsoft Mechanics?
As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.
• Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries
• Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog
• Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast
► Keep getting this insider knowledge, join us on social:
• Follow us on Twitter: https://twitter.com/MSFTMechanics
• Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/
• Enjoy us on Instagram: https://www.instagram.com/msftmechanics/
• Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics
Published on:
Learn more
Made for tech enthusiasts and IT professionals. Expanded coverage of your favorite technologies across Microsoft; including Office, Azure, Windows and Data Platforms. We'll even bring you broader topics such as device innovation with Surface, machine learning, and predictive analytics.
Related posts
How AI Agents in Dynamics 365 Sales Are Changing the Way Sales Teams Work
Sales teams today are expected to do more, faster, with less manual effort and less guesswork. That is the exact gap Microsoft is closing with...
Make Your Test Data Less Boring with M365Mutator
Testing Microsoft 365 scenarios often involves test data. If the data is stale or always the same, it might not generate good results or help ...
Microsoft 365 & Power Platform Community Call – July 9th, 2026 – Screenshot Summary
Call Highlights SharePoint Quicklinks: Primary PnP Website: https://aka.ms/m365pnp Documentation & Guidance SharePoint Dev Videos Issues...
SharePoint Copilot Apps Now in Public Preview: From Intent to Action in Microsoft 365 Copilot
SharePoint Copilot Apps are now in public preview, introducing a new way to bring guided, action-oriented business experiences into Microsoft ...
How to Create Custom Folder Structures in Dynamics 365 SharePoint Integration
Every department that touches Dynamics 365 CRM wants its documents organized differently, and no single folder structure has ever made everyon...
Notebooks in the M365 Copilot App
Microsoft 365 Copilot app will introduce Notebooks in early August 2026, enabling users with a Copilot license to organize chats, content, and...
Microsoft 365 Copilot Notebooks: Support for TXT and RTF files as notebook references
Microsoft 365 Copilot Notebooks will support TXT and RTF files as reference sources starting early July 2026, enabling users to include more t...
Microsoft Viva: GitHub Copilot spend and usage insights in Copilot Analytics
Microsoft Viva Insights will introduce GitHub Copilot spend and usage insights for eligible managers, Insights Analysts, and Global Administra...
Viva Glint: Copilot-enhanced topic assignment for employee feedback comments
Microsoft Viva Glint will introduce Copilot-enhanced topic assignment for employee feedback, adding five new topics to improve insights. Contr...
Microsoft Teams: New layout for sharing content in Teams events
Microsoft Teams is introducing a new Speaker focused layout for Teams events, prioritizing presenter video alongside shared content to enhance...