check before: 2024-10-31
Product:
Copilot, Microsoft 365 Copilot, SharePoint, Teams
Platform:
Online, Web, World tenant
Status:
Launched
Change type:
Admin impact, New feature, Updated message, User impact
Links:
Details:
Summary:
SharePoint's new Copilot agents feature is rolling out, with a timeline updated to early January 2025. Users with M365 Copilot licenses can create and use these agents, scoped to their site, with certain capabilities to follow later. Associated with Microsoft 365 Roadmap ID 416297.
Details:
Updated December 17, 2024: We have updated the timeline below. Thank you for your patience.
We shared in https://aka.ms/sharepoint/Copilotagents last month that SharePoint would have a new capability for creating and using Copilot agents. Users with M365 Copilot licenses will see a new Copilot action in the Suite Navigation bar where they will see the built-in Copilot scoped to the site they are on. They will also see entry points from the New menu on home and in their document libraries to create Copilot agents. These capabilities are available only if they already have create and edit permissions on the site or document library. They can also share a link to the Copilot agent with other users, and those users (with a Microsoft 365 Copilot license) will be able to chat with it in SharePoint, a Teams group chat or meeting chat.
This release does not include the extension to Copilot Studio for advanced customizations or the Site owner abilities to approve agents and set a default agent for a specific site. These capabilities will be available later this year.
This message is associated with Microsoft 365 Roadmap ID 416297
[When this will happen:]
Targeted release: We will begin rolling out late-October 2024 and expect to complete by early November 2024.
General Availability (Worldwide): We will begin rolling out late-November 2024 and expect to complete by early January 2025 (previously late-December).
Change Category:
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Scope:
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Release Phase:
General Availability, Targeted Release
Created:
2024-10-23
updated:
2024-12-18
Public Preview Start Date
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Task Type
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Docu to Check
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MS How does it affect me
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MS Preperations
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MS Urgency
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MS workload name
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linked item details
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summary for non-techies**
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Direct effects for Operations**
User Experience Disruption
Users may experience confusion and frustration if the new Copilot agents are rolled out without adequate training or documentation, leading to decreased productivity.
- roles: End Users, Team Leaders
- references: https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796, https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf
Access Management Issues
Without proper preparation, users may face access issues when trying to create or share Copilot agents, leading to potential delays in project timelines.
- roles: Site Owners, Project Managers
- references: https://learn.microsoft.com/en-us/SharePoint/manage-access-agents-in-sharepoint, https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f
Integration Challenges
The lack of advanced customization options at launch may lead to integration challenges with existing workflows, impacting overall efficiency.
- roles: IT Administrators, Business Analysts
- references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=416297, https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42
Configutation Options**
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Opportunities**
Enhanced User Training for Copilot Agents
With the introduction of Copilot agents in SharePoint, there's an opportunity to develop targeted training programs that focus on how to effectively create and utilize these agents. This will improve user experience and adoption rates.
- next-steps: Create a training schedule that includes workshops, tutorials, and documentation tailored to different user roles. Leverage existing resources and create new materials based on user feedback.
- roles: IT Administrators, Team Leaders, End Users
- references: https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796, https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf
Integration with Existing Workflows
By integrating Copilot agents into existing workflows within SharePoint and Teams, organizations can streamline processes and enhance collaboration. This integration can lead to improved productivity and reduced operational friction.
- next-steps: Identify key workflows that can benefit from Copilot integration. Collaborate with teams to design and implement these integrations, ensuring they align with user needs and business goals.
- roles: Business Analysts, Project Managers, IT Developers
- references: https://learn.microsoft.com/en-us/SharePoint/manage-access-agents-in-sharepoint, https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f
Custom Agent Development
As advanced customization capabilities for Copilot agents are expected to be released, there is an opportunity to develop custom agents tailored to specific departmental needs, which can enhance functionality and user satisfaction.
- next-steps: Prepare a roadmap for exploring customization options once they are available. Engage with department heads to gather requirements and identify potential use cases for custom agents.
- roles: Department Heads, IT Developers, User Experience Designers
- references: https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42, https://aka.ms/sharepoint/Copilotagents
Potentional Risks**
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Data Protection**
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IT Security**
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Hypothetical Work Council Statement**
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DPIA Draft**
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explanation for non-techies**
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** AI generated content. This information must be reviewed before use.
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change history
| Date | Property | old | new |
| 2024-12-18 | MC Last Updated | 11/20/2024 02:42:44 | 2024-12-17T18:35:28Z |
| 2024-12-18 | MC Messages | Updated November 19, 2024: We have updated the content. Thank you for your patience.
We shared in https://aka.ms/sharepoint/Copilotagents last month that SharePoint would have a new capability for creating and using Copilot agents. Users with M365 Copilot licenses will see a new Copilot action in the Suite Navigation bar where they will see the built-in Copilot scoped to the site they are on. They will also see entry points from the New menu on home and in their document libraries to create Copilot agents. These capabilities are available only if they already have create and edit permissions on the site or document library. They can also share a link to the Copilot agent with other users, and those users (with a Microsoft 365 Copilot license) will be able to chat with it in SharePoint, a Teams group chat or meeting chat. This release does not include the extension to Copilot Studio for advanced customizations or the Site owner abilities to approve agents and set a default agent for a specific site. These capabilities will be available later this year. This message is associated with Microsoft 365 Roadmap ID 416297 [When this will happen:] Targeted release: We will begin rolling out late-October 2024 and expect to complete by early November 2024. General Availability (Worldwide): We will begin rolling out late-November 2024 and expect to complete by late-December 2024. | Updated December 17, 2024: We have updated the timeline below. Thank you for your patience.
We shared in https://aka.ms/sharepoint/Copilotagents last month that SharePoint would have a new capability for creating and using Copilot agents. Users with M365 Copilot licenses will see a new Copilot action in the Suite Navigation bar where they will see the built-in Copilot scoped to the site they are on. They will also see entry points from the New menu on home and in their document libraries to create Copilot agents. These capabilities are available only if they already have create and edit permissions on the site or document library. They can also share a link to the Copilot agent with other users, and those users (with a Microsoft 365 Copilot license) will be able to chat with it in SharePoint, a Teams group chat or meeting chat. This release does not include the extension to Copilot Studio for advanced customizations or the Site owner abilities to approve agents and set a default agent for a specific site. These capabilities will be available later this year. This message is associated with Microsoft 365 Roadmap ID 416297 [When this will happen:] Targeted release: We will begin rolling out late-October 2024 and expect to complete by early November 2024. General Availability (Worldwide): We will begin rolling out late-November 2024 and expect to complete by early January 2025 (previously late-December). |
| 2024-12-18 | MC End Time | 12/31/2024 09:00:00 | 2025-02-17T09:00:00Z |
| 2024-12-18 | MC Summary | SharePoint is rolling out Copilot agents to Targeted Release, with full availability expected by late December 2024. Users with M365 Copilot licenses can create and interact with Copilot agents within SharePoint. Advanced customization and site owner features will be released later. Associated with Microsoft 365 Roadmap ID 416297. | SharePoint's new Copilot agents feature is rolling out, with a timeline updated to early January 2025. Users with M365 Copilot licenses can create and use these agents, scoped to their site, with certain capabilities to follow later. Associated with Microsoft 365 Roadmap ID 416297. |
| 2024-11-20 | MC Messages | Updated November 13, 2024: We have updated the content. Thank you for your patience.
We shared in https://aka.ms/sharepoint/Copilotagents last month that SharePoint would have a new capability for creating and using Copilot agents. Users with M365 Copilot licenses will see a new Copilot action in the Suite Navigation bar where they will see the built-in Copilot scoped to the site they are on. They will also see entry points from the New menu on home and in their document libraries to create Copilot agents. These capabilities are available only if they already have create and edit permissions on the site or document library. They can also share a link to the Copilot agent with other users, and those users (with a Microsoft 365 Copilot license) will be able to chat with it in SharePoint, a Teams group chat or meeting chat. This release does not include the extension to Copilot Studio for advanced customizations or the Site owner abilities to approve agents and set a default agent for a specific site. These capabilities will be available later this year. This message is associated with Microsoft 365 Roadmap ID 416297 [When this will happen:] Targeted release: We will begin rolling out late-October 2024 and expect to complete by early November 2024. General Availability (Worldwide): We will begin rolling out late-November 2024 and expect to complete by late-December 2024. | Updated November 19, 2024: We have updated the content. Thank you for your patience.
We shared in https://aka.ms/sharepoint/Copilotagents last month that SharePoint would have a new capability for creating and using Copilot agents. Users with M365 Copilot licenses will see a new Copilot action in the Suite Navigation bar where they will see the built-in Copilot scoped to the site they are on. They will also see entry points from the New menu on home and in their document libraries to create Copilot agents. These capabilities are available only if they already have create and edit permissions on the site or document library. They can also share a link to the Copilot agent with other users, and those users (with a Microsoft 365 Copilot license) will be able to chat with it in SharePoint, a Teams group chat or meeting chat. This release does not include the extension to Copilot Studio for advanced customizations or the Site owner abilities to approve agents and set a default agent for a specific site. These capabilities will be available later this year. This message is associated with Microsoft 365 Roadmap ID 416297 [When this will happen:] Targeted release: We will begin rolling out late-October 2024 and expect to complete by early November 2024. General Availability (Worldwide): We will begin rolling out late-November 2024 and expect to complete by late-December 2024. |
| 2024-11-20 | MC Title | (Updated) Copilot agents in SharePoint rolling to Targeted Release | (Updated) Agents in SharePoint rolling to Worldwide |
| 2024-11-20 | MC Last Updated | 11/14/2024 02:28:51 | 2024-11-20T02:42:44Z |
| 2024-11-20 | MC prepare | Here is the documentation to learn more about the capabilities.
Copilots in SharePoint Help & Learning https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796 Get started with Copilot agents in SharePoint https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf Create and edit a Copilot agent https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42 Manage Copilot agents https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f Share an agent in Teams https://support.microsoft.com/topic/6dcbf7b5-8c13-44e5-a68a-dbd71fb76ad3 https://aka.ms/sharepoint/Copilotagents https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=416297 | Here is the documentation to learn more about the capabilities.
SharePoint Help & Learning https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796 Get started with agents in SharePoint https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf Create and edit an agent https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42 Manage agents https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f Share an agent in Teams https://support.microsoft.com/topic/6dcbf7b5-8c13-44e5-a68a-dbd71fb76ad3 Manage access to agents https://learn.microsoft.com/en-us/SharePoint/manage-access-agents-in-sharepoint https://aka.ms/sharepoint/Copilotagents https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=416297 |
| 2024-11-14 | MC prepare | Here is the documentation to learn more about the capabilities.
Copilots in SharePoint Help & Learning https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796 Get started with Copilot agents in SharePoint https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf Create and edit a Copilot agent https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42 Manage Copilot agents https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f https://aka.ms/sharepoint/Copilotagents https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=416297 | Here is the documentation to learn more about the capabilities.
Copilots in SharePoint Help & Learning https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796 Get started with Copilot agents in SharePoint https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf Create and edit a Copilot agent https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42 Manage Copilot agents https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f Share an agent in Teams https://support.microsoft.com/topic/6dcbf7b5-8c13-44e5-a68a-dbd71fb76ad3 https://aka.ms/sharepoint/Copilotagents https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=416297 |
| 2024-11-14 | MC Summary | SharePoint is introducing Copilot agents for users with M365 Copilot licenses, allowing creation and interaction with Copilot scoped to their site. Full capabilities, including Teams chat interaction and advanced customizations, will be released later. Rollout begins late October 2024 for Targeted Release and late November 2024 for General Availability. | SharePoint is rolling out Copilot agents to Targeted Release, with full availability expected by late December 2024. Users with M365 Copilot licenses can create and interact with Copilot agents within SharePoint. Advanced customization and site owner features will be released later. Associated with Microsoft 365 Roadmap ID 416297. |
| 2024-11-14 | MC Last Updated | 10/23/2024 19:24:29 | 2024-11-14T02:28:51Z |
| 2024-11-14 | MC Messages | We shared in https://aka.ms/sharepoint/Copilotagents last month that SharePoint would have a new capability for creating and using Copilot agents. Users with M365 Copilot licenses will see a new Copilot action in the Suite Navigation bar where they will see the built-in Copilot scoped to the site they are on. They will also see entry points from the New menu on home and in their document libraries to create Copilot agents. These capabilities are available only if they already have create and edit permissions on the site or document library. They can also share a link to the Copilot agent with other users, and those users (with a Microsoft 365 Copilot license) will be able to chat with it.
This release does not include interacting with the Copilot agent in a Teams chat or meeting chat. It does not include the extension to Copilot Studio for advanced customizations or the Site owner abilities to approve agents and set a default agent for a specific site. These capabilities will be available later this year. This message is associated with Microsoft 365 Roadmap ID 416297 [When this will happen:] Targeted release: We will begin rolling out late-October 2024 and expect to complete by early November 2024. General Availability (Worldwide): We will begin rolling out late-November 2024 and expect to complete by late-December 2024. | Updated November 13, 2024: We have updated the content. Thank you for your patience.
We shared in https://aka.ms/sharepoint/Copilotagents last month that SharePoint would have a new capability for creating and using Copilot agents. Users with M365 Copilot licenses will see a new Copilot action in the Suite Navigation bar where they will see the built-in Copilot scoped to the site they are on. They will also see entry points from the New menu on home and in their document libraries to create Copilot agents. These capabilities are available only if they already have create and edit permissions on the site or document library. They can also share a link to the Copilot agent with other users, and those users (with a Microsoft 365 Copilot license) will be able to chat with it in SharePoint, a Teams group chat or meeting chat. This release does not include the extension to Copilot Studio for advanced customizations or the Site owner abilities to approve agents and set a default agent for a specific site. These capabilities will be available later this year. This message is associated with Microsoft 365 Roadmap ID 416297 [When this will happen:] Targeted release: We will begin rolling out late-October 2024 and expect to complete by early November 2024. General Availability (Worldwide): We will begin rolling out late-November 2024 and expect to complete by late-December 2024. |
| 2024-11-14 | MC Title | Copilot agents in SharePoint rolling to Targeted Release | (Updated) Copilot agents in SharePoint rolling to Targeted Release |
| 2024-11-14 | MC MessageTagNames | New feature, User impact, Admin impact | Updated message, New feature, User impact, Admin impact |
| 2024-10-24 | MC prepare | Here is the documentation to learn more about the capabilities.
Copilots in SharePoint Help & Learning https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796 Get started with Copilot agents in SharePoint https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf Create and edit a Copilot agent https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42 Manage Copilot agents https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f https://techcommunity.microsoft.com/t5/microsoft-365-copilot/microsoft-365-copilot-wave-2-ai-innovations-in-sharepoint-and/ba-p/4245159 https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=416297 ttps://aka.ms/sharepoint/Copilotagents | Here is the documentation to learn more about the capabilities.
Copilots in SharePoint Help & Learning https://support.microsoft.com/topic/44e981e7-dcef-4422-977d-967f3dcfe796 Get started with Copilot agents in SharePoint https://support.microsoft.com/topic/69e2faf9-2c1e-4baa-8305-23e625021bcf Create and edit a Copilot agent https://support.microsoft.com/topic/d16c6ca1-a8e3-4096-af49-67e1cfdddd42 Manage Copilot agents https://support.microsoft.com/topic/bcab837a-835c-4a1a-8ad4-d53a353c369f https://aka.ms/sharepoint/Copilotagents https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=416297 |
| 2024-10-24 | MC Last Updated | 10/23/2024 02:21:07 | 2024-10-23T19:24:29Z |
Last updated 2 months ago
