You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: copilot/pin-copilot.md
+51-20Lines changed: 51 additions & 20 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -5,7 +5,7 @@ f1.keywords:
5
5
ms.author: camillepack
6
6
author: camillepack
7
7
manager: scotv
8
-
ms.date: 01/15/2025
8
+
ms.date: 03/31/2025
9
9
audience: Admin
10
10
ms.topic: how-to
11
11
ms.service: microsoft-365-copilot
@@ -23,42 +23,82 @@ description: "Learn how to improve organization use of Microsoft 365 Copilot Cha
23
23
24
24
# Pin Microsoft 365 Copilot Chat to the navigation bar
25
25
26
-
As an administrator, you can pin Copilot to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app, including [M365Copilot.com](https://M365Copilot.com), Microsoft 365 desktop app, and the Microsoft 365 mobile app. When you pin Copilot Chat, it encourages your organization to use Microsoft 365 Copilot Chat.
26
+
As an administrator, you can pin Copilot to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app, across the web, desktop, and mobile. Pinning makes it easy for your users to access Microsoft 365 Copilot Chat as the secure and compliant generative AI chat solution that’s available to them on their work identity (signed in with a Microsoft Entra account).
27
27
28
-
Admin pinning allows you to set Microsoft 365 Copilot Chat to appear on the navigation bar for the applications listed previously. This setting is only applicable for users who are signed in with a Microsoft Entra account for your tenant.
28
+
>[!NOTE]
29
+
>
30
+
> - Starting on May 1, 2025, and rolling out over time, Microsoft 365 Copilot Chat will be pinned by default in the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app for most users eligible for Copilot Chat across web, mobile, and desktop.
31
+
> - If you previously selected 'Do not pin Copilot to the navigation bar' in the Microsoft 365 admin center, and also unchecked the 'Allow users to be asked whether they want to pin it' option, your setting configuration will be “Do not pin” and your users still won’t have Copilot pinned in their navigation bar. Also, if an admin switches the setting to 'Do not pin,' Copilot honors that choice. If a user sees Copilot pinned in their navigation bar and chooses to unpin it, Copilot respects that choice in future sessions.
29
32
30
33
## Before you begin
31
34
32
35
:::image type="content" source="media/pin-copilot-mac.png" alt-text="Screenshot showing the Pin Copilot setting on the Copilot settings page in the Microsoft 365 admin center." lightbox="media/pin-copilot-mac.png":::
33
36
34
-
Global administrators can access this setting in the Microsoft 365 admin center by navigating to **Copilot** > **Settings**.
37
+
The following roles can access this setting in the Microsoft 365 admin center:
38
+
39
+
- Global Administrator
40
+
- AI Administrator
41
+
42
+
To get to this setting, go to the [Copilot settings page](https://go.microsoft.com/fwlink/?linkid=2310640), or:
43
+
44
+
1. Sign in to the Microsoft 365 admin center.
45
+
1. Go to **Copilot** > **Settings**.
46
+
1. Select **Pin Microsoft 365 Copilot Chat**.
35
47
36
48
> [!NOTE]
37
49
> Admin pinning is only applicable to users who are authenticated with a Microsoft Entra account.
38
50
39
51
## Pinning options
40
52
41
-
By default, Microsoft 365 Copilot Chat isn't pinned to the navigation bar, and users are asked if they want to pin Copilot starting mid-September 2024.
53
+
By default, Microsoft 365 Copilot Chat isn't pinned to the navigation bar, and users are asked if they want to pin Copilot.
42
54
43
55
Administrators can change this behavior by selecting an option for pinning Microsoft 365 Copilot Chat to the navigation bar:
44
56
45
57
1.**Pin Copilot to the navigation bar (recommended)**: Microsoft 365 Copilot Chat is automatically pinned for all users. Users aren't prompted.
46
58
47
-
:::image type="content" source="media/pin-copilot.png" alt-text="Screenshot showing the option to pin Copilot to the navigation bar.":::
59
+
:::image type="content" source="media/pin-copilot.png" alt-text="Screenshot showing the option to pin Copilot to the navigation bar.":::
48
60
49
-
2.**Do not pin Copilot to the navigation bar**: Microsoft 365 Copilot Chat isn't automatically pinned to the navigation bar. When this option is selected, administrators can determine if users receive automatic prompts to pin using the checkbox.
61
+
2.**Do not pin Copilot Chat to the navigation bar**: Microsoft 365 Copilot Chat isn't automatically pinned to the navigation bar. When this option is selected, administrators can determine if users receive automatic prompts to pin using the checkbox.
50
62
51
-
:::image type="content" source="media/do-not-pin-copilot-setting.png" alt-text="Screenshot showing the option to not pin Copilot to the navigation bar.":::
63
+
:::image type="content" source="media/do-not-pin-copilot-setting.png" alt-text="Screenshot showing the option to Do not pin Copilot for users.":::
52
64
53
65
When you uncheck the 'Allow users to be asked whether they want to pin it' option, Microsoft 365 Copilot Chat no longer appears in the App Launcher.
54
66
55
-
Global administrators can make changes to Microsoft 365 Copilot Chat pinning settings at any time. Changes take up to 48 hours to go into effect.
67
+
Global Admins and AI Admins can make changes to Microsoft 365 Copilot Chat pinning settings at any time. Changes take up to 48 hours to go into effect.
56
68
57
-
> [!NOTE]
58
-
> Users with a license for Microsoft 365 Copilot have Microsoft 365 Copilot Chat pinned by default. Users without a Copilot license won't see Copilot pinned.
69
+
## Upcoming changes for pinning Copilot
70
+
71
+
Starting May 1, 2025 and rolling out over time, Microsoft 365 Copilot Chat is pinned to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app by default for most users who are eligible for Copilot Chat across web, mobile, and desktop.
72
+
73
+
Admins can change the pinning settings by selecting an option for pinning Microsoft 365 Copilot Chat to the navigation bar:
74
+
75
+
1.**Pin Copilot to the navigation bar (recommended)**: Microsoft 365 Copilot Chat is automatically pinned for all users. Users aren't prompted.
76
+
1.**Do not pin Copilot to the navigation bar**: Microsoft 365 Copilot Chat isn't automatically pinned to the navigation bar.
77
+
78
+
If you previously selected **Do not pin Copilot to the navigation bar** and also unchecked the "Allow users to be asked whether they want to pin it" option, your setting configuration will be **Do not pin** and your users still won’t have Copilot pinned in their navigation bar.
79
+
80
+
If an admin switches the setting to Do not pin, Copilot honors that choice. If a user sees Copilot pinned in their navigation bar and chooses to unpin it, Copilot respects that choice in future sessions.
81
+
82
+
## Pin at a group or user level
83
+
84
+
For large enterprises with complex needs, the Pinning policy can be set up to apply to specific groups of users. This option is not recommended for most customers due to the management complexity.
85
+
86
+
To do this:
87
+
88
+
1. Sign in to the [Microsoft 365 Apps admin center](https://config.office.com/).
89
+
2. In the **Office policies** card, select **Go to Microsoft 365 Cloud Policy**.
90
+
3. Select **Create**.
91
+
4. Customize the basics and scope of the policy.
92
+
5. In policies, look for “Pin Microsoft Copilot to the navigation bar.”
93
+
6. The flyout panel displays the configuration options. Select an option and apply.
94
+
7. Review final changes.
95
+
8. Publish.
59
96
60
97
## User experience
61
98
99
+
>[!NOTE]
100
+
> Beginning on May 1, 2025, and rolling out over time, most users will have Copilot Chat pinned by default, and they won't see any pinning messages.
101
+
62
102
Users can personalize their navigation bar by choosing to pin or unpin Microsoft 365 Copilot Chat. Users can adjust the pinning settings within their application preferences, and these choices are specific to Teams, Outlook, the Microsoft 365 Copilot web app ([microsoft365.com](https://M365Copilot.com) and [m365.cloud.microsoft](https://m365.cloud.microsoft/)), Microsoft 365 Copilot desktop app, and Microsoft 365 Copilot mobile app.
63
103
64
104
A message asking to pin Microsoft 365 Copilot Chat can appear if a user:
@@ -86,19 +126,10 @@ If a user opens the Microsoft 365 Copilot mobile app, they see two options: **Pi
86
126
87
127
Users with a paid version of Microsoft 365 Copilot won't see any pinning messages. They see a welcome screen when they visit Copilot for the first time.
88
128
89
-
## When Microsoft 365 Copilot Chat is pinned in each app
90
-
91
-
If you choose to pin Microsoft 365 Copilot Chat for all users, it's pinned in Microsoft 365 Copilot (app) for desktop, mobile, and web starting mid-September. Microsoft 365 Copilot Chat will be pinned in Microsoft Teams, Microsoft Outlook, and the Microsoft 365 Copilot web app soon after.
92
-
93
-
To learn more, see [Frequently asked questions for Microsoft 365 Copilot Chat](https://aka.ms/MsftCopilot-BlogFAQ).
94
-
95
129
## Pin Copilot in Microsoft Teams through the Teams admin center
96
130
97
131
You can pin Microsoft 365 Copilot Chat for your users in Microsoft Teams only through the Teams admin center. In the Teams admin center, create or modify [App setup policies](/microsoftteams/teams-app-setup-policies#pin-apps) by adding the Copilot app to the policy's Pinned apps. When you assign the policy to users with a Microsoft Entra account, the Copilot app is pinned for them. Like pinning any other app in Teams, Copilot also needs to be allowed for those users through [App permission policies](/microsoftteams/teams-app-permission-policies) or [App centric manage](/microsoftteams/app-centric-management) if you migrated to it.
98
132
99
-
> [!NOTE]
100
-
> If you assign the policy to users with a Microsoft 365 Copilot license, then the Microsoft 365 Copilot app is pinned. The Microsoft 365 Copilot app will be pinned by default in the Teams left rail starting late January 2025 (previously mid-January) and is expected to complete by late February 2025 (previously late January).
101
-
102
133
If you select Pin Copilot through the Microsoft 365 admin center **Copilot** > **Settings** page, and you have Copilot-pinned App setup policies assigned to users with a Microsoft Entra account, those users have Copilot Chat pinned in the position defined by the App setup policy. Everyone else is pinned in a default position.
103
134
104
135
If you select Do not pin Copilot through the Microsoft 365 admin center **Copilot** > **Settings** page, and you have Copilot-pinned App setup policies assigned to users with a Microsoft Entra account, only those users have Copilot Chat pinned.
0 commit comments