Copilot for Microsoft 365 – Support Tips, Part 2

Copilot for Microsoft 365 – Support Tips, Part 2

The Microsoft 365 Commercial Support Team resolves customer support cases and provides support to help you be successful and realize the full potential and value of your purchase. Our support services extend across the entire lifecycle and include pre-sales, onboarding and deployment, usage and management, accounts and billing, and break-fix support. We also spend a considerable amount of time working to improve the supportability of Microsoft 365 services to reduce the number of issues you experience as well as minimize the effort and time it takes to resolve your issues if they do occur.  


Today, we’re excited to share more about some of our supportability work with Microsoft Copilot for Microsoft 365.  


In November 2023, we posted our first article on Copilot for Microsoft 365 sharing some initial insights and guidance from the customer support team’s perspective.  Even though it seems like yesterday much has happened since then and we’ve continued to learn from all customers as they rapidly adopt and use Microsoft Copilot to increase their productivity, collaboration, and creativity every day.    


Our published guidance and resources have continued to grow and expand too, and today we’ll share answers to some of the top questions we hear from customers along with some of our favorite resources to help you better prepare and learn more.  


Plan & Deploy 

Q: What are the prerequisites for my organization to use Copilot for Microsoft 365? 

A: Copilot has specific licensing prerequisites and deployment requirements and most of these parallel the requirements to use Microsoft 365 Apps. Note that Copilot for Microsoft 365 is a user-based license and requires that Microsoft 365 Apps on a Windows desktop are deployed using a user-based license. More information on prerequisites here > Get started with Microsoft Copilot for Microsoft 365 | Microsoft Learn 


Q: What model does Copilot for Microsoft 365 use and are there any limits on number and length of conversations or file uploads? 

A: Some important updates that apply to this were recently shared on April 2.  All licensed commercial customers will have priority access to GPT-4 Turbo in Copilot for Microsoft 365.  Limits on the number of chats per day and the number of turns per conversation have been removed.  File uploads are unlimited up to 2 GB uploads per day.  More information on the recent announcements here > Bringing the latest capabilities to Copilot for Microsoft 365 customers | Microsoft 365 Blog 


Q: Are there any special considerations when using Microsoft Purview information protection capabilities with Copilot for Microsoft 365? 

A: Yes.  Before deploying Copilot, take time to get familiar with information protection considerations and ways to strengthen your data protection solutions when using Microsoft Purview. More information on deploying with Microsoft Purview here > Considerations for deploying Microsoft Purview data security and compliance protections for Microsoft Copilot | Microsoft Learn 


Q: How does semantic index work with Copilot and what are the supported content types?  Is there anything I can do as an administrator to prepare and manage the sematic index? 

A: The semantic index enhances Microsoft Copilot and search results in the Microsoft 365 applications, SharePoint Online, and Microsoft Teams by creating two indexes, one for user-level content and data, and one for tenant-level content and data.  Each supports different file types with the latest illustrated here:  


There are optional steps that administrators can take if they wish.  More information on semantic index here > 


Q: Is there anything special I need to think about with network planning and endpoints? 

A: Copilot services connect to endpoints within the Microsoft 365 Endpoint taxonomy.  As with other Microsoft 365 services, it’s recommended to align networks with the Microsoft 365 Network Connectivity Principles for optimal performance and security.  


Q: Where can I learn more about Copilot for Microsoft 365 privacy and security and how our data is handled when my users interact with Copilot? 

A: In early March, additional data residency capabilities were announced here. Full details on data, privacy, and security for Microsoft Copilot for Microsoft 365 can be found here > Data, Privacy, and Security for Microsoft Copilot for Microsoft 365 | Microsoft Learn 


Q: Does Microsoft have a playbook or set of resources to help me plan and implement Copilot for Microsoft 365 for my organization and drive successful adoption? 

A: Comprehensive resources are available to assist in discovering, planning, and implementing Copilot for organizations of all sizes. This includes guidance for working across leadership, IT, and end users.  A full set of adoption resources can be found here > Copilot for Microsoft 365 – Microsoft Adoption 


Manage & Use 

Q: What level of controls are available to IT Admins for Copilot for Microsoft 365? 

A: By using the Copilot page in the Microsoft 365 admin center, IT Admins can manage how users in their organization interact with Copilot for Microsoft 365.  More information on Copilot management capabilities here > Manage Microsoft Copilot for Microsoft 365 with the Copilot page | Microsoft Learn 


Q: What languages does Copilot for Microsoft 365 support? 

A: Support for an additional 16 languages was recently announced.  Details on Copilot supported languages here > Supported languages for Microsoft Copilot – Microsoft Support 


Q: I assigned a Copilot license to a user but it’s not showing up for them. What should I do? 

A: After assigning a Copilot license to a user, it can take up to 72 hours for the background refresh of the license to take effect and for Copilot to show up in applications. Administrators can force a refresh by applying the File > Account > Update license button (located directly under the Microsoft 365 Apps for Enterprise logo).    



More information here > How to find and enable missing Copilot button in Microsoft 365 apps – Microsoft Support 


Q: Ok, so Copilot still doesn’t show up in Excel, OneNote, PowerPoint, and Word… what now? 

A: This will happen if Connected Experiences have been turned off in your organization (which enables analyzing of content for Microsoft 365 apps) including when users are using Windows Information Protection or Microsoft Defender Application Guard. To enable Copilot in this scenario, policy settings for connected experiences will need to be turned on. The following are indications that Connected Experiences are disabled:   

  • Office Cloud policy for “Allow the use of connected experiences in Office that analyze content” is disabled.  

  • Office ULS log shows “Data.IsPrivacyEnabled”:false” in the  Office.AugLoop.Client.Liblet.StartRuntimeAttempt event.  

  • Either of these registry keys are enabled:  

    • HKEY_CURRENT_USERSoftwarePoliciesMicrosoftoffice16.0commonPrivacyusercontentdisabled  

    • HKEY_CURRENT_USERSoftwarePoliciesMicrosoftoffice16.0commonPrivacydisconnectedstate  

More information on connected experience settings here > Data, Privacy, and Security for Microsoft Copilot for Microsoft 365 | Microsoft Learn 


Q: My users are getting mixed results when working with large documents and Copilot in Word. Any tips? 

A: When referencing documents with Copilot in Word, try to limit your document size to 20 pages and 15,000 words or less. This is the sweet spot for Copilot to work effectively. More information on working with Copilot in Word here > Keeping it short and sweet: a guide on the length of documents that you provide to Copilot – Microsoft Support 


Q: My users are really excited about the email summarization, drafting, and coaching capabilities with Copilot in Outlook but are running into occasional issues. Any limitations to be aware of? 

A: Copilot scenarios in Outlook are only available on a user’s primary mailbox and not with shared, archived, group, or delegated mailboxes. With Coaching by Copilot, a user’s email draft needs to be at least 100 characters to use the Coaching capability. There’s no limit on prompt length when using Draft with Copilot.  More information on working with Outlook here > Frequently asked questions about Copilot in Outlook – Microsoft Support 


Q: Users are bumping into some latency issues when working with Copilot in Excel. Any suggestions? 

A: Copilot in Excel works for Excel tables of up to 2 million cells. Skills like formula column suggestions, highlight, sort, and filter do not have data limits. Keep in mind that it can take some time to get a response when working with large tables. Note that Copilot in Excel only works with files that are hosted in OneDrive or Microsoft 365 SharePoint locations and have Autosave turned on.  More information on working with Excel here > Frequently asked questions about Copilot in Excel – Microsoft Support 


Q: What are some things my users can do to get better performance when using Copilot in Microsoft Teams?   

A: Limit questions to topics covered in the chat or meeting.  When conducting meetings and calls, speak or chat in supported languages. With chat scenarios, keep in mind that Copilot can only process as far back as 30 days from the last message sent. This may be further limited by retention policies that are set within your organization.  More information on working with Microsoft Teams here > Frequently asked questions about Copilot in Microsoft Teams – Microsoft Support 


Q: Some of my users are seeing issues or missing results when retrieving files to reference in Copilot with Word Online, PowerPoint Online, and Excel Online. What’s causing this? 

A: For Copilot to work with Office web applications like Word Online, PowerPoint Online, and Excel Online, third-party cookies must be enabled. Blocking third-party cookies will result in a failure when retrieving files to reference. More information on requirements here > 


Q: I have users that aren’t seeing relevant documents or information, including personalized content (fx. suggested meeting hours) when using Copilot. Is there a way to fix this? 

A: This may be related to semantic index. Check and make sure Enterprise Search is enabled in the Microsoft 365 Admin Center. And then make sure Item insights are enabled. Having Item or People insights turned off will reduce the Microsoft Search and semantic index experience. More information here >   


Copilot, Your Support Assistant 

Finally, keep in mind that you can always use Copilot as your support and troubleshooting assistant and even ask it to provide suggested prompts to use for ways it can help with different scenarios. Below is a quick example using Copilot in the browser.  There’s  a great mobile app (powered by GPT-4!) too.  





As with any scenario, make sure to use good prompting techniques to help Copilot provide the responses and results that you want. This includes:  

  1. Providing complete details and sufficient context about the scenario or issue.  

  2. Instructing on any specific information sources that Copilot should use when responding.  

  3. Guiding how Copilot responds by telling it to act like a certain role or expert (e.g. “act like a technical expert on Exchange Online” or “act like a solution architect specializing in Teams meeting rooms and calling”).  

  4. Consider the sequence and order of the context, example, and instruction details in your prompts. Experimenting with the order and when specific sources are referenced can have an impact on the quality of responses.  

  5. Focusing on positive instructions and telling Copilot what to do (versus what not to do) often generates the best results.    

There’s a ton of great learning and resource material out there on prompt engineering. If you need a starting point, take a look at these resources > Learn about Copilot prompts – Microsoft Support and Copilot Lab (  

Hope you found this helpful, and we’ll continue to share updates from our Copilot journey here in Microsoft 365 commercial support!  





 Brian Stoner is a Director in the CSS Modern Work Supportability Team where he leads a team of technical and business program managers.  


The CSS Modern Work Supportability Team delivers innovative self-help solutions and diagnostics, in-service enhancements, and support programs to help customers get maximum value from their Microsoft 365 commercial subscriptions and create an easy-to-use, connected support experience.  


Enable Office Diagnostic Data to unlock the power of Microsoft 365 Apps health.

Enable Office Diagnostic Data to unlock the power of Microsoft 365 Apps health.

In the Microsoft 365 Apps admin center you can monitor your Microsoft 365 Apps health as well as leverage update validation during your monthly patching rollout. Both of these powerful tools are available in the Apps Admin Center. The prerequisite for seeing this data is enabling Office Diagnostic Data (ODD) to allow us to collect your usage and patching signals and then return them to you in a way that allows you to really see what is happening in your environment from an Apps health perspective. Additionally, sending diagnostic data to Microsoft allows us to better track the quality of the builds we release, identify potential issues faster and deliver a better product to you.  


What is Office Diagnostic Data? 

Office Diagnostic Data (ODD) is a set of diagnostic signals that are collected by the Microsoft 365 Apps on your device and include details of how the M365 Apps are functioning, including signals related to App reliability, App performance, and versioning information, among other things. Microsoft can use this data to keep our applications updated, safe, and working well. Microsoft gives customers control over what type of ODD is sent to Microsoft, including the ability to turn it off almost completely. 


How can I tell if I am sending Office Diagnostics Data to Microsoft  

To ensure your devices in your tenant are sending diagnostic data you can check the tracker in the Apps Health section of the Apps admin center. Under the Overview page, in the Insights section, click on “See details” to show the flyout of how many devices are sending data. If you are not seeing the number of devices sending data you think you should, check to make sure you are configured to send data, your network is not blocking the traffic and that your devices are in support. 


Picture of the Microsoft 365 Apps health page in the Apps admin center showing number of devices configured to send optional diagnostic data.Picture of the Microsoft 365 Apps health page in the Apps admin center showing number of devices configured to send optional diagnostic data.



Why: Value of enabling ODD 

We encourage customers to enable Office Diagnostic Data (ODD) to provide visibility into the health of their M365 Apps. With ODD enabled, both Microsoft and the customer’s tenant admins can proactively address issues that may impact the user experience. When Microsoft engineering receives detailed diagnostic signals from your devices, we are able to monitor for major issues and can take steps to mitigate reliability and performance problems—and even alert you to actions that you may need to take to resolve issues.  

If ODD is disabled (set to the lowest level of  “Neither”),  Microsoft engineering has no visibility into your user’s experiences, and your tenant’s issues will not be considered when prioritizing bug fixes. 


For customers, Microsoft has created a separate admin portal called the Apps Admin Center ( If a tenant has ODD enabled, the admin can access M365 App health data and act on recommendations from Microsoft (through Additionally, if Microsoft identifies an issue that is not within our control to resolve, we will often reach out to advise the customer on how to fix the problem. 


To summarize, by sending ODD to Microsoft, you can benefit from the following: 

  • Access health dashboards in the Microsoft 365 Apps admin center that show you the relevant app health data. 

  • Influence the development and prioritization of new features and bug fixes.  

  • Benefit from the latest security updates and patches that are intended to improve your user experience. 

  • When relevant, receive proactive guidance and recommendations from Microsoft on how to improve the performance and reliability of your Microsoft 365 Apps. 

  • Experience proactive resolution of issues and bugs. 

We have customers from all over the world and from various industries, including government and security, who have enabled ODD (Office Diagnostics Data). This allows us to collaborate more effectively and keep a proactive eye on their health and experience. Enabling ODD can help us partner better and improve our customers’ experiences. 


What is collected? 

The level of diagnostics data you choose determines what type of data is collected by ODD. To enable us to process your app health trends and provide proactive support, we recommend that you set ODD to at least the Required level. This level collects the minimum amount of data needed to identify and fix issues. If you set ODD to Neither, you are essentially disabling it and preventing Microsoft from proactively improving your user experience. This means that you will be left alone in dealing with your tenant issues and user escalations reactively, without any proactive help from Microsoft engineering . Please refer to the following table for more information on the different levels of ODD. 





The minimum data necessary to help keep Office secure, up-to-date, and performing as expected on the device it’s installed on. Includes version of Office and  information about crashes. 


Required + Additional data that helps us make product improvements and provides enhanced information to help us detect, diagnose, and remediate issues. Includes performance info such as how long it takes to save a document. 


No diagnostic data about Office client software running on the user’s device is collected and sent to us. This option, however, significantly limits our ability to detect, diagnose, and remediate problems your users may encounter using Office. 


How to enable ODD? 

There are a number of ways to configure Office Diagnostic Data on your devices, the method you use will depend on how you manage your devices. The following are the primary methods used by most customers. 



Cloud Policy: 


Use the “configure the level of client software diagnostics data sent by office to Microsoft” in the apps admin center(​ 


  • Optional​ 

  • Required*​ 

  • Neither​ 

If policy is not configured, optional diagnostic data is sent to Microsoft.​ 

*Minimum recommended​ 


Picture of Microsoft 365 Apps Cloud Policy page showing policy to configure the level of client software diagnostic data sent by Office to Microsoft.Picture of Microsoft 365 Apps Cloud Policy page showing policy to configure the level of client software diagnostic data sent by Office to Microsoft.

Use policy settings to manage privacy controls for Microsoft 365 Apps for enterprise – Deploy Office | Microsoft Learn  


Control Setting via GPO (for Windows) 

Configure the level of client software diagnostic data sent by Office to Microsoft (


Control privacy settings by editing the registry. 

Use the following information to configure privacy settings directly in the registry

Picture of the description of the policy setting for configuring the level of client software diagnostic data sent by Office to Microsoft.Picture of the description of the policy setting for configuring the level of client software diagnostic data sent by Office to Microsoft.



[HKEY_CURRENT_USERSoftwarePoliciesMicrosoftofficecommonclienttelemetry] “sendtelemetry”=dword:00000002 


How to view the Data sent to Microsoft  


Use Diagnostic Data Viewer 

  • Go to Start, select Settings>Office data settings 

  • Enable toggle for Office diagnostic data viewing on 

Picture of the Office data settings data viewer togglePicture of the Office data settings data viewer toggle



Picture of the Diagnostic data viewer data eventsPicture of the Diagnostic data viewer data events



Diagnostic Data Viewer Overview (Windows 10 and Windows 11) – Windows Privacy | Microsoft Learn 


How can an admin monitor M365 Apps health? 

Microsoft 365 Apps health takes the diagnostic data you send to Microsoft and gives it right back to you in an easy to read and understand section within the M365 Apps admin center. Apps health tracks things like load time, crash rates and file open time to give you a holistic view of the health of the devices in your organization.  


You can drill into each individual application, focus on a specific servicing channel or monitor the health of your add-ins all from Apps health inside the Apps admin center.  

Picture of Microsoft 365 Apps health application metrics pagePicture of Microsoft 365 Apps health application metrics page


Picture of Microsoft 365 Apps health Add-in overview pagePicture of Microsoft 365 Apps health Add-in overview page





What is included in Office Diagnostic Data?  

Depending on the level of control you have set up, the information that will be sent to Microsoft will be different.  For Microsoft to help you keeping your tenant healthy proactively, we it is sufficient enabling ODD at the “Required” level. For a full list of Office Diagnostic data sent to Microsoft when “Required” level is set up, please refer to: Required diagnostic data for Office – Deploy Office | Microsoft Learn 


How does Microsoft keep our data private?  

Microsoft is the industry leader in protecting customer data and will only use your data to provide the services that you have purchased from Microsoft. Read more about how we protect & manage your data here. 


How long diagnostic data stored? 

For commercial customers, our typical engineering practice is to retain diagnostic data from Microsoft 365 Apps for up to 18 months. If an enterprise subscription expires or is terminated, Microsoft holds for 90 days and then deletes data within the next 90 days, as outlined in the DPA.  


Is user data collected? 

With Office Diagnostic data no user content or personal information (such as usernames or email addresses) is collected. Data that we received is pseudonymized. Diagnostic data also does not include any file content or information about apps unrelated to Office. 


Where is data stored?  

Office Diagnostics Data for EU customers is now stored within the EU, aligning with our commitment to regional data residency. The rest of the data continues to be securely stored in the United States, ensuring comprehensive data management and privacy. 



Office Diagnostics Data is transmitted to Microsoft through Office 365 endpoints, utilizing the devices’ network. This process typically involves a low volume of data, which is unlikely to impact network performance. Additionally, the data is secured both during transit and while stored, ensuring its confidentiality and integrity. 


What is the impact in my Network?  

The bandwidth consumed by Office Diagnostic Data varies as it depends on user interaction with Office Apps. While “Required” events typically upload once per session, user-driven events differ. To estimate data upload, enable diagnostics on a few devices and monitor connections to diagnostic endpoints via your firewall. For individual device data, use the Diagnostic Data Viewer on a ‘typical’ user’s device. 


Microsoft 365 data residency offerings now available in Spain

We are excited to announce that Microsoft 365 and its associated data residency offerings – Advanced Data Residency (ADR) and Multi-Geo capabilities – are now available for commercial customers in our new cloud region in Madrid, Spain.


With the availability of Microsoft 365 will now offer Multi-Geo and ADR add-ons to provide customers provisioned in Spain with greater control over the location of their cloud data.


Multi-Geo allows customers to configure in which geographies their Microsoft 365 user data is stored at rest, on a per-user basis and within a single tenant. Exchange Online, SharePoint, OneDrive, and Microsoft Teams are available for Multi-Geo configuration.


ADR provides guarantees that certain customer data will be stored at rest (in this case, in Spain) for several core online services, including Exchange Online, SharePoint Online, OneDrive, Microsoft TeamsCopilot for Microsoft 365, Exchange Online Protection (EOP), Office for the Web, Viva Connections, Viva Topics, and certain Purview products.


ADR and Multi-Geo include data residency commitments for Copilot for Microsoft 365 customers as of March 1, 2024. For information about data residency and Copilot for Microsoft 365, see Data Residency for Microsoft Copilot for Microsoft 365.


This new cloud region will provide artificial intelligence (AI) and other cloud services to contribute to the digital transformation and the development of the AI economy in Spain.


“We are committed to supporting Spain, by making investments, forging business partnerships, and creating programs that ensure broad access to cloud and AI services that empower organizations and individuals to develop and use technology in ways that will serve the public good. We do so by delivering a data center infrastructure that provides the most innovative cloud and AI services, offering the highest levels of reliability, security, privacy and data residency. Proof of this is the high-level certification within the National Security Scheme, obtained by the new cloud region.”  — Alberto Granados, Country Manager, Microsoft Spain


This is the second new cloud region we have launched this year, continuing a series of datacenter launches that include Poland, Italy, and Mexico in the last 18 months.


Learn more about empowering your organization with Microsoft 365, ADR, and Multi-Geo.


— Microsoft 365 Datacenter and Data Residency Teams

Introducing SharePoint Video Pages

Introducing SharePoint Video Pages

Am a keen follower of Microsoft's SharePoint Blog and proud to provide this direct from the Microsoft Tech Community:



We are excited to share that we are releasing video page templates in SharePoint Pages and News. With this feature, we’re enabling authors to create video centric page content. These templates are available in both SharePoint and Stream, making it easy to showcase video with a customized and branded pages experience from either application.


Creating a video page from Stream Web App

This feature enables the creation of Pages and News outside of the SharePoint platform. Navigate to a video on the Stream Web App. Under the share dropdown, you will see a new entry point: Create video news post.



Tip: This entry point is only available when the video is stored on a SharePoint site where you have editing permission. If you are not seeing the entry point, try copying the video to another site.


Within the template picker, select your template type, page type, and any related documents you want to include on your page.



Tip: Video metadata, such as the title and description, is copied to the page so make sure it is up to date.


After finalizing your selections in the template picker, go to the canvas for editing. Edit your video page like other SharePoint Pages, then publish and share when you are ready!




Create a video page from a SharePoint Site

The video page templates surface in the Page and News template pickers within a SharePoint site.



Choose a video page template, then add your video to the Stream web part and edit the rest of your page before publishing.


Features and capabilities mentioned in this blog post, are demonstrated in the following video with Katelyn Helms (Microsoft) and Vesa Juvonen (Microsoft).



Frequently asked questions

When will this happen?

The feature has rolled out to Targeted Release customers and will continue to roll out to all customers through the end of June.

This message is associated with Microsoft 365 Roadmap ID 124823.


What do you need to prepare?

There is nothing you need to do to prepare, but you can let your users know about this new experience and guide them to make video pages with a few examples.


What is next?

  • We are planning to create more video page templates that include the latest and greatest features.

  • We are considering an updated template picker experience and support of custom templates.


Thanks for reading. Please enjoy making beautiful pages with videos and let us know any feedback or questions in the comments.


The above is kindly provided by the Microsoft Tech Community!