513284 – Microsoft Copilot (Microsoft 365): Enable Microsoft 365 Copilot Integration with SharePoint Server

Product:

Copilot, Microsoft 365 Copilot, SharePoint

Platform:

Web, World tenant

Status:

In development

Change type:

Links:

Details:

Customers can now connect Microsoft 365 Copilot to SharePoint Server with Copilot connectors to query and manage enterprise documents.

Change Category:
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Scope:
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Release Phase:
General Availability

Created:
2025-11-17

updated:
2025-11-17

Docu to Check

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MS workload name

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summary for non-techies**

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Direct effects for Operations**

Integration Issues
Without proper preparation, the integration of Microsoft 365 Copilot with SharePoint Server may lead to compatibility issues, resulting in system errors and downtime.
   - roles: IT Administrator, SharePoint Manager
   - references: https://techcommunity.microsoft.com/t5/microsoft-365-copilot-blog/introducing-microsoft-365-copilot/ba-p/3701230

User Experience Degradation
Users may experience a decline in productivity due to unexpected changes in the interface or functionality of SharePoint when Copilot is integrated without adequate training.
   - roles: End User, Content Manager
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot/

Data Security Risks
Integrating Copilot without proper security assessments may expose sensitive enterprise documents to unauthorized access, leading to potential data breaches.
   - roles: Data Protection Officer, Compliance Officer
   - references: https://www.microsoft.com/en-us/security/blog/2023/03/16/understanding-data-security-in-microsoft-365-copilot/

Configutation Options**

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Opportunities**

Enhanced Document Management
Integrating Microsoft 365 Copilot with SharePoint Server allows for advanced querying and management of enterprise documents, improving document retrieval times and accuracy. This can significantly enhance user experience for employees needing quick access to information.
   - next-steps: Evaluate the current document management processes and identify key areas where Copilot's capabilities can streamline operations. Conduct pilot tests with selected departments to measure improvements in document retrieval.
   - roles: Document Managers, IT Administrators, Project Managers
   - references: https://techcommunity.microsoft.com/t5/microsoft-365-copilot-blog/introducing-microsoft-365-copilot/ba-p/3682945, https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/announcing-microsoft-365-copilot/ " target="_blank" rel="nofollow noopener noreferrer">https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/announcing-microsoft-365-copilot/

Automated Reporting and Insights
With Copilot's integration, users can automate the generation of reports and insights from SharePoint data, reducing the manual effort required and allowing teams to focus on analysis rather than data gathering.
   - next-steps: Identify key reports that are currently generated manually. Set up a workshop with stakeholders to outline the requirements for automated reporting through Copilot and initiate development.
   - roles: Business Analysts, Department Heads, Data Analysts
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/announcing-microsoft-365-copilot/, https://techcommunity.microsoft.com/t5/microsoft-365-copilot-blog/automating-reporting-with-microsoft-365-copilot/ba-p/3682945

Improved User Training and Onboarding
The integration can provide personalized training and onboarding experiences for new users, leveraging Copilot's capabilities to guide them through SharePoint features and functionalities effectively.
   - next-steps: Develop a training plan that incorporates Copilot's features. Create a feedback loop with new users to continuously improve the training materials based on their experiences.
   - roles: HR Managers, Training Coordinators, IT Support Staff
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/announcing-microsoft-365-copilot/, https://techcommunity.microsoft.com/t5/microsoft-365-copilot-blog/empowering-users-with-personalized-training/ba-p/3682945

Potentional Risks**

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IT Security**

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explanation for non-techies**

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