The remediation action for Copilot policies is NOT available in the Essentials solution.
Copilot policies automate the identification of users by their engagement, making it easy to reallocate or assign Copilot licenses where they will have the greatest impact.
Why filtering Copilot Playbooks shows policies beyond Copilot
Copilot operates within the Microsoft 365 ecosystem and relies on SharePoint, OneDrive, and Teams as its data foundation. To ensure your organization is secure, compliant, and Copilot-ready, the Copilot Playbook displays policies for these platforms alongside Copilot-specific policies.
Shared data foundation: Copilot uses data stored across SharePoint, OneDrive, and Teams. Policies on these foundations prevent Copilot from surfacing or acting on sensitive data due to misconfigurations.
Security & compliance: features like external sharing, anonymous links, or public Teams can expose risks. Related policies help admins proactively close gaps before Copilot automates access or responses.
Governance consistency: Copilot governance should align with overall Microsoft 365 best practices. Policies help ensure automation doesn’t conflict with security labels and access controls.
Comprehensive remediation: the Playbook enables automated fixes—for Copilot itself and for integrated platforms—so your data stays secure, compliant, and appropriate for Copilot’s use.
Microsoft Copilot out-of-the-box policies
Eligible users for the assignment of a Copilot license
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Description
This policy is set up to identify users who are eligible for the assignment of a Copilot license.
It lists the display name, user principal name, and activity metrics such as the total number of actions in Exchange, SharePoint, and Teams over the last 30 days. It also includes the user's location and manager, and confirms that the Copilot plan is not currently assigned (as indicated by "IsEmpty").
This tool helps in determining which users could benefit most from a Copilot license based on their activity levels and current license status.
Impact on your tenant
This policy ensures Microsoft Copilot licenses are assigned to users already engaging with Microsoft services, indicating readiness to utilize Copilot effectively. It prioritizes resource allocation to active users, potentially enhancing productivity and innovation across your organization. By targeting engaged users, the policy maximizes the return on investment for Copilot licenses and drives adoption.
Remediation action
Send a report to specified recipients (one or more).
What you can configure
- Establish the conditions under which the report is sent
- Choose the file format
- Compose the email body
- Type the recipient(s) of the report (custom address)
- Schedule the recurrence of the remediation action
Licensed users without Copilot activity
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Description
This policy gathers information about licensed users who haven't used Copilot in the last 30 days.
It shows the user's principal name, display name, manager, and details regarding their inactivity status with Copilot.
Additionally, it records the date of the last action taken using Copilot and the specific licenses assigned to the user.
This tool is useful for tracking engagement with Copilot features and managing software licenses effectively.
Impact on your tenant
The policy helps address the potential negative effect of underutilization or non-adoption of Copilot. This ensures that licenses are allocated efficiently to active users and helps optimize license management within the organization.
Remediation action
Send attestation to a specified recipient (required).
What you can configure
- Change the recipient of the attestation to either a custom address, nobody, or a manager
- Insert a request message
- Define the attestation timeout days
- Enable/disable the email alert if the workflow fails
- Schedule the recurrence of the remediation action
Users with a low Copilot usage
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Description
This policy is configured to identify users with minimal usage of the Copilot feature across various applications. It shows the UPN, display name, and confirms that a Copilot plan is assigned.
Additionally, it includes details such as the country, department, and manager of the user.
The policy tracks the last Copilot action in BizChat, Teams chat, Teams meetings, Office docs, and Outlook, indicating no activity in the past 30 days. This tool is useful for assessing the adoption rate of Copilot features and providing targeted training or support where needed.
Impact on your tenant
Adopting this policy ensures efficient use of Microsoft Copilot licenses, maximizing your investment by reallocating resources to active users. It encourages higher productivity and engagement with Copilot's features. By preemptively managing license distribution, you reduce administrative burdens and enhance security.
Remediation action
- Send attestation to the licensed user with a low Copilot usage (required). If approved, the license will be removed.
- Execute the action “Remove Microsoft 365 Copilot license”
What you can configure
- Insert a request message
- Define the attestation timeout days
- Enable/disable the email alert if the workflow fails
- Schedule the recurrence of the remediation action