Perform basic administrative tasks for Copilot and agents

A maker in your organization uses Copilot Studio to build a custom agent that answers HR policy questions by grounding on an internal SharePoint site. Before the agent becomes available to end users across the tenant, your governance policy requires that an administrator formally review and authorize it. As the Microsoft 365 administrator, where do you go to review and approve this maker-submitted agent before it is broadly published?

A company just purchased 200 Microsoft 365 Copilot licenses. The IT administrator wants to ensure that every new employee who joins the Marketing department automatically receives a Copilot license without manual intervention each time someone is hired. Which approach should the administrator use in the Microsoft 365 admin center?

Contoso has published a custom declarative agent for its HR department. The IT admin needs to ensure that only members of the HR team can see and use this agent, while all other employees should not have access to it. Which approach in the Microsoft 365 admin center should the admin use to control who can access the agent?

Your organization has published a custom agent that summarizes weekly project status from a specific SharePoint site. Leadership now wants only members of the Project Managers security group to be able to launch and use this agent, while everyone else in the tenant should no longer see it. As the Microsoft 365 administrator, where and how should you make this change?

Your organization wants to deploy a custom agent built in Copilot Studio that will be used sporadically by a small group of frontline staff—perhaps a few dozen interactions per month total. Leadership wants to avoid committing to a fixed per-user monthly cost for such light, unpredictable usage. Which billing approach should you recommend to the administrator?

A finance manager wants a Copilot agent that can take raw sales data from an Excel file, run advanced statistical calculations, generate visualizations, and produce a forecast. The finance manager asks which built-in Copilot agent is designed for this kind of high-fidelity, code-driven data analysis. Which agent should you recommend?

A financial operations team wants a Microsoft 365 Copilot capability that can perform advanced, multi-step data analysis on raw sales spreadsheets—including running Python code to generate visualizations and statistical models directly from the data they provide. As the administrator, which built-in Copilot agent should you direct them to use for this scenario?

A financial planning team asks you which built-in Copilot agent to use for a recurring task: they need to take a large raw sales dataset stored in Excel, run advanced statistical calculations and code-based data manipulation on it, and produce a chart with insights. They are not asking for a broad multi-source investigation. Which agent should you recommend?

You are the Microsoft 365 admin at Contoso. Leadership wants monthly reports showing how many licensed users are actively using Copilot in Word, Excel, and Teams, along with adoption trends over time. You want to view this information from within the Microsoft 365 admin center without deploying any additional tools. Which resource should you use?

You are the Microsoft 365 admin for a company that just deployed Copilot licenses to 200 users. Leadership wants to know how many licensed users have actually tried Copilot at least once, broken down by app (Teams, Word, Outlook). Where in the Microsoft 365 admin center should you look for this ready-made active-user breakdown without building anything custom?

You are the Microsoft 365 administrator for Contoso. Leadership wants a report showing how many licensed users have actually started using Copilot in Word, Excel, and Teams, plus trends in active usage over the past several weeks, so they can decide whether to purchase more licenses. Which tool should you use to provide this information?

An administrator has published several custom agents to the organization over the past year. Leadership wants to identify which agents are no longer being used so they can be retired to reduce clutter and administrative overhead. Where in the Microsoft 365 admin center should the administrator look to review agent usage trends and lifecycle status to make this decision?

A sales team lead has crafted an effective prompt in Microsoft 365 Copilot that summarizes weekly opportunity pipeline updates. She wants the entire sales department to be able to discover and reuse this exact prompt from within Copilot, rather than each person recreating it. What is the most appropriate way for her to accomplish this?

You are a Microsoft 365 administrator. Leadership wants a report that shows how many licensed users are actively using Copilot in Word, Excel, Teams, and Outlook over the last 28 days, without configuring any additional tools or add-ins. Which admin experience should you use to retrieve this usage data with the least effort?

A Microsoft 365 admin needs to save a frequently used prompt so a specific project team can reuse it, and also wants that prompt to run automatically every Monday morning to generate a weekly status summary. Which combination of prompt management actions should the admin use?

As a Microsoft 365 administrator, you need to provide leadership with a report showing which Copilot features (such as Copilot in Teams, Word, and Outlook) employees are actively using, along with the number of users who were assigned licenses but have never used Copilot. You want the fastest built-in option that surfaces per-app active usage and adoption trends without building custom reports. Which tool should you use?

A department lead asks you to share which specific Copilot features (Chat, summaries in Teams, Word drafting) her team is actually using each week, so she can target training. As the Microsoft 365 admin, where should you go to produce a report broken down by app-level Copilot usage and active users over time?

A department head asks the Microsoft 365 administrator for a solution that lets employees ask questions grounded specifically in the department's internal SharePoint knowledge base and policy documents, with responses tailored to their unique terminology. The out-of-the-box Microsoft 365 Copilot chat experience is already deployed org-wide. What should the administrator recommend to meet this specific requirement?

You are the Microsoft 365 administrator for a company that has just purchased 50 Microsoft 365 Copilot licenses. You need to assign these licenses to a specific group of eligible users so they can begin using Copilot in the Microsoft 365 apps. Which action correctly enables Copilot for these users?

You are the Microsoft 365 admin for a company that just purchased Microsoft 365 Copilot licenses. When you attempt to assign a Copilot license to a marketing coordinator, the option is unavailable and the license cannot be assigned. The user is active and signs in normally. What is the most likely reason you cannot assign the Copilot license to this user?