What You Need Before Using Copilot
To activate Copilot for Microsoft 365 Business, you need:
✔ A qualifying Microsoft 365 Business plan
- Business Basic
- Business Standard
- Business Premium
✔ Microsoft Entra ID account for each user
This ensures secure identity and access.
✔ Your mailbox must be on Exchange Online
No shared or delegated mailboxes.
✔ Microsoft 365 Apps (latest version) installed
Copilot works inside the apps—so they must be updated.
✔ Third party cookies enabled (for web apps)
Required for Copilot in Word/Excel/PowerPoint online.
✔ OneDrive enabled
For file access, versioning, and grounding.