Sharing your Copilot notebooks - Is being rolled out

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Microsoft is rolling a new update to Copilot Notebooks that make collaboration even easier: the ability to share Copilot Notebooks with your colleagues.  Personally, I like Notebooks because they feel almost like small, personal agents I don’t have to configure. They give me a safe space to collect notes and documents and then work on them over time. With this update, that personal space can become a shared space for a selected group of  colleagues, without compromising security or permissions. I think it is also important to note that your chat and chat history within the Notebook stays private. The web rollout began in late October and will finish by December, while mobile access starts in early November and are related to the Microsoft 365 Roadmap ( ID 506851 )  You can also read more about the Copilot Notebooks experience on the Microsoft website here . If you like this update and want to stay informed about similar improvements, feel free to follow me on LinkedIn!

Prepare for: Multiple account access to Copilot in Microsoft 365

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There is a new (As of January 30, 2025) policy setting is available in Cloud Policy, which will enable multiple account access to Copilot in Microsoft 365 desktop and mobile apps, allowing users to utilize Copilot across different signed-in accounts. 

The feature itself will allow a user to use a fully licensed Copilot feature from one tenant on "any" document available to them in a tenant they have access to. No matter if the user has Copilot in any of the other tenants. The feature will be rolled out globally from early March 2025 and is expected to be completed by late March 2025, but organizations might want to look into this policy and understand how it may or may not impact their existing security policies.

I recommend reading up on the following article, where details about what the user can access in different scenarios are described.

Here are some of the things to take into consideration: 

  • Copilot's data protection is based on the identity used to access the file, ensuring enterprise data protection regardless of the account used. 
  • The setting for web grounding in Copilot is also identity-based. If web grounding is disabled for a particular identity, it will remain disabled even when accessing Copilot from another account.
  • If a user is accessing a document in a different tenant, work grounded data from the home tenant will NOT be available
  • The feature will be available in most of the major apps. 
For organizations considering to restrict this behaviour, Microsoft has provided the following Learn Article.