Digital Deep Dive: Copilot Control System (CCS)
Join us for two days of insights, demos, and deep dives on Copilot Control System (CCS)! Learn how to secure, manage, and analyze Microsoft 365 Copilot, Copilot Chat, Microsoft Copilot Studio, and agents across your organization using the Copilot Control System (CCS). This two-day digital skilling event kicks off with a guided overview of CCS—your framework for managing Copilot securely, at scale, and with clarity. Day 1 dives into security, governance, and preparing your environment for Copilot and agents. Day 2 shifts to management controls, agent lifecycle, reporting, and user enablement. We’ll close with key takeaways and resources to support your next steps. What to Expect A breakdown of the Copilot Control System and how it applies across workloads Technical guidance for managing oversharing, insider risks, and web search settings Practical ways to build and secure enterprise-scale agents Lifecycle management approaches for Copilot agents and Copilot Studio makers Insights on measurement, analytics, and usage trends Guidance on enabling users and aligning AI adoption with organizational goals Live AMAs with Microsoft product team members throughout the event Day 1: Foundations & Security – Tuesday, June 17, 2025 (PT) Time Session Title Speaker(s) Description 8:00–8:30 AM PT Introduction to Copilot Control System Ben Summers Overview of the event structure, CCS components, and session navigation tips. 8:30–9:30 AM PT Secure Microsoft 365 Copilot and agents Sophie Ke, Dave Minasyan Addressing oversharing risks using SAM and Purview. 9:30–10:30 AM PT Prevent data loss and insider risks for Microsoft 365 Copilot Erica Toelle Using Microsoft Purview to mitigate insider threats and enforce protections. 10:30–11:00 AM PT Understanding web search controls in Microsoft 365 Copilot Alex Pozin, Suhel Parekh Configuring and governing Copilot's web search behavior. 11:00 AM–12:00 PM PT Build enterprise-scale agents securely Mik Ferland Best practices for secure agent lifecycle management and governance. Day 2: Management & Adoption – Wednesday, June 18, 2025 (PT) Time Session Title Speaker(s) Description 8:00–9:00 AM PT Copilot agent management and controls James Bell, Ganesh Krishnamurthy How to manage Copilot agents in the Microsoft 365 admin center. 9:00–10:00 AM PT Empower Copilot Studio makers with enterprise-grade management controls Asaf Tzuk Governance, visibility, and cost management in Copilot Studio. 10:00–11:00 AM PT Measure usage and impact of Copilot and agents Mike Walsh, Samer Baroudi Using Copilot Analytics to assess adoption, usage, and impact. 11:00 AM–12:00 PM PT Practical guidance for AI and collaboration adoption Karuana Gatimu Real-world strategies for enabling collaboration and AI adoption. 12:00–12:15 PM PT That’s a wrap! What’s next for your Copilot Control System journey Efe Abugo Key takeaways, resources, and how to continue learning after the event. How to Participate Register for the Microsoft Tech Community using your email if you haven’t already. This allows you to post comments and ask questions. Visit each individual session page during its scheduled time to join the conversation. You can post your questions in the comments, and product team members will respond live during the AMA. Watch the session live or catch the recording on demand after the event. Keep the conversation going in the Microsoft 365 Copilot Tech Community discussion space after the sessions conclude. It’s a great place to follow up, share what’s working, and connect with others exploring similar topics. Hope to see you there! Come ready to learn and ask our experts all of your burning questions! Access session presentations Looking for session materials or presentations? Visit the new Copilot Control System page on AMC to download resources and explore more content from the event.Microsoft 365 Copilot AMA
We are very excited to announce a Microsoft 365 Copilot AMA on Thursday, September 28 th at 9:00 AM Pacific time!! Get answers to your questions around Microsoft 365 copilot from our team of experts! *For questions about any details about the Early Access Program (EAP), please address them to your Microsoft account team. How does it work? We will have a broad group of product experts, servicing experts, and engineers representing Microsoft 365 Copilot. They will be standing by here -- in chat during the live hour -- to provide guidance, discuss best practices, and, of course, answer any specific questions you may have. Post your questions in the comments early and throughout the one-hour event. Note: This is a chat-based event. There is no video or live meeting component. Questions and answers will appear in the Comments section below. Please post each question as a new commentPrevent data loss and insider risks for Microsoft 365 Copilot with Microsoft Purview
To be truly enterprise-ready, a generative AI tool must do more than generate content—it must actively help prevent data loss and mitigate insider risks. Microsoft Copilot and agents are built with security in mind, integrating seamlessly with Microsoft Purview to deliver robust data protection capabilities. In this session, you’ll learn how to: Receive real-time alerts and detailed reports on risky behaviors and AI usage. Safeguard sensitive files and interactions with Copilot and agents. Automatically enforce security policies in response to high-risk actions. Empower your organization to adopt Copilot and agents with confidence—securely, responsibly, and at scale. How do I participate? No registration is required. Select "Add to calendar" to save the date, select "Attend" to receive event reminders, then join us live on June 17th ready to learn and ask questions! Feel free to post questions and comments below. You can post during the live session and/or in advance if the timing doesn't work for you. Access session presentations Looking for session materials or presentations? Visit the new Copilot Control System page on AMC to download resources and explore more content from the event. This session is part of the Digital Deep Dive: Copilot Control System (CCS). Add it to your calendar, select "Attend" for event reminders, and check out the other sessions! Each session has its own page where the session livestream and discussion space will be available at the start time. You will also be able to view sessions on demand after the event.Introducing Copilot in the Microsoft 365 admin centers
Streamline daily admin tasks with AI-powered insights, natural language queries, and automation using Copilot in Microsoft 365 admin centers. Quickly recap key updates, monitor service health, and track important changes — all in one place. No more digging through multiple pages — just ask Copilot for the answers you need, grounded in real-time data from your tenant. From finding users and managing licenses to generating visual insights and automating tasks with PowerShell, use Copilot to simplify complex admin workflows and save valuable time. For Copilot in the admin center to light up, all you need is one active Microsoft 365 Copilot license for any user in your tenant and from the Microsoft 365 admin center, you can get started right away. Jeremy Chapman, Director of Microsoft 365, demonstrates how to leverage Copilot for proactive guidance, whether in the Microsoft 365 admin center or directly within Copilot Chat. Save time with Copilot. Type Recap to instantly see critical admin updates and actions in one view. Check it out in the Microsoft 365 admin center. Stay on top of changes. Copilot summarizes new features & updates from the Message Center, so you never miss an important rollout. Get started. Instant visual insights. Ask Copilot how many Copilot licenses are left and see a breakdown, no manual reports needed. Watch it here. Watch our video here. QUICK LINKS: 00:00 — Copilot in Microsoft 365 admin centers 00:42 — Use Copilot for change management 02:13 — Stay ahead of upcoming changes 03:31 — User and licensing queries 04:21 — Generate Visual Insights for Licensing and Usage 04:50 — Author PowerShell scripts for bulk operations 06:07 — Copilot Chat using Microsoft 365 Admin agent 07:37 — Copilot coming soon to other admin centers 07:51— Wrap up Link References For more information, check out https://aka.ms/CopilotinMAC Start using Copilot in the Microsoft 365 admin center at https://admin.microsoft.com 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 Video Transcript: -If you’re a Microsoft 365 admin, you can now take advantage of Copilot and generative AI to perform tasks across different Microsoft 365 services. In the next few minutes, in fact, I’ll show you how you can interact with it using natural language, get contextual guidance, and find proactive suggestions for common admin tasks. For the experience to light up, all you need is one active Microsoft 365 Copilot license for any user in your tenant. And from the admin center, you can get started right away. That said, before we get started, in case you’re wondering, Copilot Microsoft 365 admin centers does not make configuration changes autonomously on your behalf. As I’ll show you, it’s designed to save you time and many of the things that you do every day as an admin or business owner. -And I’ll start by showing you an example of how you can use it for change management. I’m in the Microsoft 365 admin center, and now Copilot can help you keep track of new capabilities rolling out, as well as changes that you need to action as an admin. In fact, you can use the starter prompt recap, and I’ll add the latest admin info, and you’ll see that Copilot is generating an up-to-date view of important information and key insights across service health, message center, and Microsoft 365 Copilot usage insights. This summary is personalized to you based on your specific admin role, highlighting the parts of the admin center that you use most, and your real-time individual tenant information. So this saves you time looking for information and insights that are typically spread across multiple locations in the Microsoft 365 admin center. And you can click on the see details controls to expand each area, and find out more, as well as where you can go to take any corresponding actions. For example, with these now expanded, I can see my tenant service health status, and a summary of active incidents, issues and advisories. In this case, I have one issue and three total advisories across Microsoft 365 suite, Microsoft Purview, and others. -From here I can even use these as deep links to click into my active issue for the updated attack simulations, and training URL endpoint, in this case, to find out more. Copilot can also help you stay ahead of upcoming changes, along with the items that you need to take care of from the message center. For example, back in my recap, I can see details highlighting three new features, and also three feature updates. So for this new feature, I can see details about Copilot in Edge, new contextual features to find out more about its capabilities and rollout details. I can also use the view in buttons for deep links directly into service health or the message center, like you’re seeing here with all my recent unread messages. -So as we saw, Copilot helps you stay on top of issues with its suggested prompt starters, like recap, and, of course, you can author your own prompts too, and they’ll also be grounded on data from your individual tenant. In this case, I’ll type in “Summarize my announcements for Outlook,” and Copilot generates a full summary with feature updates from the past week for Outlook. For example, here’s a new capability rolling out for the Microsoft 365 app, getting updated to be the Microsoft 365 Copilot app, and corresponding changes to the Outlook apps for iOS and Android. This change will allow more people to experience Copilot chat from their mobile apps. And now you have all the details you need to prepare for the update. -Next, let me show you how Copilot can help you with common admin tasks, like user and licensing queries using natural language. So I’ll prompt Copilot to find users in the marketing department with a Copilot license, and submit. Now, behind the scenes, it’s combining a directory attribute, the marketing department, with a licensing attribute for Copilot, what would’ve previously required advanced filtering or PowerShell. And it finds three people that match the query. And if it’s a larger group of people, you can use the CSV file option to export a list that you might use for a broader email campaign or with PowerShell scripting. -To be clear, everything that you’ve just seen is running under the permissions context of the admin using Copilot, so it can only find information that the individual account specifically has access to. Now, another area where Copilot can help is with generating visualizations for bulk insights into things like usage and licensing. For example, you might want to see how many Copilot licenses in your tenant have been acquired, and how many are available to assign. So for that, I can prompt Copilot, “How many Copilot licenses do I have available to assign?” And it generates an inline bar chart with details about Microsoft 365 Copilot, Copilot Studio, and Sales Copilot licenses available to assign. -And since this is Mechanics, let me show you an early look at a more advanced admin scenario to help author PowerShell scripts for bulk operations. Now, this is useful where performing specific tasks in the admin center at scale might be too manual or in cases where the control is not available in the admin center. For example, as part of my Microsoft 365 Copilot rollout, if I want to enable restricted SharePoint search using a list of allowed sites, which is only possible using PowerShell, I can prompt Copilot with “How do I get the SharePoint online PowerShell module, then enable restricted SharePoint search using a CSV file with a allowed sites using PowerShell?” And Copilot will use the Microsoft 365 admin documentation and PowerShell reference guides so that I can save time by not having to look that information up myself. And notice that everything is formatted so I can easily parse what the commands are doing, and I just need to change the placeholder values for the URL and file path, and I can run what’s presented. -Okay, and just to prove that it will work, let’s test it out. So these are the cmdlets that we just saw from Copilot with updated placeholders. So I’ll go ahead and run it. You’ll see there are no errors. Now, I’ll get the status of the feature. It’s enabled. Then get the list of allowed sites, and there they are. Next, let me show you another early look for performing these tasks in Copilot Chat using a Microsoft 365 admin agent. If your day-to-day Microsoft 365 account is the same account that you use for admin tasks, and you don’t use a separate admin-only account, you’ll be able to access these admin experiences from Copilot Chat. I’m in the Microsoft 365 Copilot app. I just need to type the @ symbol to pull up a list of available agents or I could directly type @Microsoft365Admin. -And from here I can run the same admin recap we saw earlier by typing “recap important info for me” as my prompt. You’ll see that it surfaces the same information that we saw before in the admin center. In fact, when I expand the details under service health, there’s our attack simulation’s URL endpoint update. The view in buttons also link me directly to the Microsoft 365 admin center. And because it’s an agent, you’ll also be able to access the Microsoft 365 admin agent from other app endpoints, like you’re seeing here with Microsoft Word. I can get the same information with my recap from before, and once it completes, I can use that right from Word, for example, if I wanted to write a change management report. Now, it’s worth pointing out that whereas everything I showed from the admin center does not require a Microsoft 365 Copilot license for your admin account, to use the Microsoft 365 admin agent, your admin account would need one. Finally, Copilot in admin center’s experiences will extend to other surface areas, as we presented in November, including the admin centers for Microsoft Teams, as well as SharePoint online, and more details for those are coming soon. -So those are just a few examples of how Copilot can help you as an admin save time with your day-to-day work, and give you proactive suggestions for different admin tasks. Again, all you need is just one active Microsoft 365 Copilot license in your tenant, and you can get started right away. To find out more, check out aka.ms/CopilotinMAC, and start using it today in the Microsoft 365 admin center at admin.microsoft.com. Keep watching Microsoft Mechanics for the latest tech updates. Subscribe to our channel and thanks for watching.
What's difference creating Agent from Copilot page vs from Copilot Studio -> Copilot for M365?
Hello, I am learning about Copilot and was very confused by these two different ways to do it. My understanding is both are "Declarative Agents" which lets the Microsoft 365 Copilot do the most heavy lifting. Method 1. First way is to go to Copilot page and clicking 'Create an Agent' w3 Method 2: Going to Copilot Studio -> Agents -> Copilot for Microsoft 365 -> New Agent (Couldn't find a screenshot) Q1. Anyway, first, I created an Agent using the first Method 1 above, and now I see it on the Copilot page under 'Agents' section. However, when I go to Copilot Studio -> Agents -> Copilot for Microsoft 365, I don't see that Agent there. Is this normal and intended? Q2. Is an Agent created using the Method 1 only available to people who have Copilot license? (as long as they are shared; I see options are only me, anyone in the organization, and specific users in the organization) Q3. Could you please confirm agents created using either way above are both "Declarative Agents"? Sorry for the newbie questions in advance... I took the course MS-4010 and reviewed several posts but still confusing...
Copilot Agent with Salesforce
I am currently developing a custom agent in Microsoft Copilot Studio to streamline access to key information from our Salesforce sandbox, including Leads, Opportunities, I have successfully integrated Salesforce as a knowledge source using the Salesforce connector, authenticated via a service account with admin privileges in Salesforce. The integration is technically working as expected. However, I’ve encountered a security concern: At present, any user interacting with the Copilot agent can retrieve all data from Salesforce, regardless of their individual permissions in Salesforce. This appears to be due to the elevated privileges of the service account used for the connector. I would like assistance with configuring user-level access control within this integration. Specifically, I want to ensure that: Only authorized users can access specific Salesforce data through the Copilot agent. Users can only perform actions or retrieve records that their Salesforce permissions allow. Could you please guide me on how to properly implement permission scoping or data access control within Copilot Studio when using a high-privilege service account in the Salesforce connector?
Use Copilot with Microsoft ToDo
It would be great if I could have Microsoft Copilot Pro talk to and be able to query these few responses. 1. What are my important task that I am missing? 2. What task do I need to focus on in the next few days? 3. Look at this project/doc/sharepoint file and add additional task to my ToDo that isn't currently on my list.
I don't see conversation option in m365 chat
when i use this link https://m365.cloud.microsoft/chat?auth=2, which is m365 chat Vs Copilot.com. I do not see option for conversation where i can use mic to have a conversation with copilot. But when i use coiplot.com i see that option available. I tried to use copilot to figure it out but didn't get any answer which helped.
