Enabling Microsoft Copilot overall for your environment

There are certain questions I get time and time again and certain missed steps I see frequently when someone is trying to setup Copilot in their Dynamics or Power Platform environment.

I have put the key setup/configuration items below:

Accepting Terms

One of the most common mistakes is forgetting to accept ‘Terms’. In the defence of those who forget – Microsoft have put it in a completely bizarre place given the rest of the “Features” and “Behaviours” settings is in the ‘Features’ and ‘Behaviours’ section…

You’ll find the ‘Terms’ at https://admin.powerplatform.microsoft.com/environments/ then select the environment you wish to enable Copilot for. From the main selected environment page scroll down and you’ll see “Allow data movement across regions for generative AI features (as shown below), not the status is “Not Allowed” – select ‘Edit’:

This will open up a dialogue – that will then allow you to view the Terms, and IF you accept them check the radio box and select “Enable” as shown below:

Depending on region you may also have “Bing Search” as part of your view – this explicitly allows data to move outside of your organisation and even across boundaries so be careful switching this on (shown below):