From the course: Creating Agents and Custom Copilots in SharePoint (No Code Required)

What you will need

- [Instructor] You may choose simply to watch the demonstrations in this course, but if you'd like to try out some of the things that I'm going to show you, then you'll need a little bit of access and some permissions. You will need to have a Microsoft 365 license that includes Copilot. Although there is a small window right now from December 1st, 2024 to the end of June in 2025, where organizations that have at least 50 Copilot licenses for Microsoft 365 can extend the ability to use Copilot to everybody in the organization. So it might be that you don't have the license, but 50 other people do in your organization, and so you can try this out yourself in that time period. Next, you need to be able to use single sign-on because it's required by Copilot, and you need to have access with edit permissions for at least one SharePoint site and maybe several SharePoint sites. Edit permissions means you are a contributor, you're a member of the site. So if you have a site where you can post documents in the document library and post new stories, you have the permissions that you need. There are a couple of things that I'll show you that are only for site owners, and to do those things, you'll need to be a site owner for a particular site, but not a lot. Most of what we're going to focus on does not require site owner permissions. So how do you know without going and checking all of these things? Well, if I go into SharePoint and I go to a site, here I am the on the home page, the landing page of my HR team site or a document library, and I wait for the page to load, if I get a Copilot icon right here and I click, and the Copilot pane opens and says, "Ask a question about this site," I have everything I need for this course. This other Copilot icon in the upper right-hand corner, this isn't SharePoint's Copilot. This is the Copilot for Microsoft Edge because I'm running Edge right now, so know the difference between the two. This Copilot icon will open or close the Copilot pane for Microsoft 365 within SharePoint.

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