Skilling snack: Get started with Microsoft 365 Copilot Chat

Are you up to date on Microsoft 365 Copilot Chat? Have you tried AI agents with it yet? The articles, downloads, and videos offered in this collection will help you brush up on different ways to access and manage these AI innovations. Don’t miss these helpful resources to set yourself and others up for success!

Time to learn: 85 mins

Access Microsoft 365 Copilot Chat

• Start using Microsoft 365 Copilot Chat (3 mins): Get started with Copilot Chat to improve your work experience. Get an overview of its functions, the user interface, and basic access and management tips. Choose where to start:

o   Access Microsoft 365 Copilot Chat on the web.

o   Download the Microsoft 365 Copilot app from the Microsoft Store.

Manage Microsoft 365 Copilot Chat

• Updated Windows and Microsoft 365 Copilot Chat experience (13 mins): Read about managing the Copilot experience on Windows client devices. From enhanced data protection to device identity to policies and controls, get details from our official documentation.

• Pin Microsoft 365 Copilot Chat to the navigation bar (5 mins): As an admin, pin Copilot Chat to the navigation bar for users signed in with their Microsoft Entra account.

• New experiences coming to the Copilot key (3 mins): Do you manage devices with the Copilot key? If so, configure the target app that will open with the WindowsAI/SetCopilotHardwareKey policy. For devices without the physical key, use Windows key+C.

• Copilot Analytics improves access and reporting on Microsoft 365 Copilot Chat and agents (7 mins): Looking for the number of active Copilot users, licensing data, or AI use adoption scores? Read about the unified reporting experience combining the Copilot Dashboard and Microsoft Viva Insights. Additional reporting is available through the Microsoft 365 admin center.

Use agents in Microsoft 365 Copilot Chat

• Agents in Microsoft 365 Copilot Chat (3 mins): Use agents to help you automate and execute frequent tasks tailored to your sphere and focus of work. Read about how to enable, author, and manage agents.

• Copilot agent management and controls | Digital deep dive: Copilot Control System (51 mins): Discover how the Copilot Control System in the Microsoft 365 admin center enables you to manage Copilot agents. You will learn how to stage rollout agents, manage the cost of agents within Copilot chat, use the "Agents and Connectors" page for lifecycle management, and more.

• AI agents hub – Microsoft adoption (time varies): Help your organization get started with agents. Choose Microsoft 365 Copilot as your product to browse scenarios, templates, examples, and training resources of most interest. Check out resources by role and function whether you design, build, deploy, or manage agents.

Bookmark additional resources

• Copilot Chat Success Kit (time varies): Download the full set of resources to help your organization get started with Copilot Chat. It includes the IT controls guide, implementation summary guide for leaders, user onboarding materials, and more. Check out Copilot Chat scenarios for different functions from customer service to sales and choose from nine available languages.

• Bookmark the Copilot learning hub (time varies): Keep learning about Copilot and agent experiences. Build your confidence with multimedia resource collections.

• Microsoft Copilot Studio (time varies): Subscribe to this YouTube channel for the latest video tips on how to use Copilot Studio. Transform customer and employee experiences with AI built into Microsoft Copilot Studio. Customize Microsoft Copilot for Microsoft 365 or build your own experiences.

• Microsoft 365 Copilot release notes (time varies): Check out the latest features and improvements for Microsoft 365 Copilot, released in the second and fourth week of each month. Browse what’s generally available (Current Channel for Microsoft 365 apps) and specific to each platform.

• Microsoft 365 Roadmap (time varies): Get a left-to-right view of the latest innovations with this roadmap tool. Set the product filter to Microsoft Copilot (Microsoft 365) to see what’s in development, what’s in preview, what’s rolling out, and what’s broadly available today. Limit your search to your desired platforms, status, release phase, cloud instance, and timeline to help you plan.

What resources did you find most useful? Do you know of additional resources that would help a peer get started with Microsoft 365 Copilot Chat? Feel free to add it to the comments section below! And if you’ve missed any AI-related topics or looking for something else, check out our growing Windows skilling snacks library.

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