When you enable Copilot for your organization, it needs access to the right data to generate accurate and relevant responses. By default, Copilot can read from a broad set of Microsoft Graph data, including SharePoint, OneDrive, and Exchange. This default behavior may expose too much information or not enough for your business needs. This article explains how to configure Copilot data sources in the Microsoft 365 admin center to control which data Copilot uses for grounded responses.
Key Takeaways: Controlling Copilot Data Sources
- Microsoft 365 admin center > Settings > Copilot > Data sources: Central location to manage which Microsoft Graph data sources Copilot can access for grounded responses.
- Data source toggle switches: Enable or disable SharePoint, OneDrive, Exchange, and Teams chat data individually to limit Copilot’s scope.
- Microsoft Graph connector configuration: Add external data sources like ServiceNow or Confluence to Copilot through Graph connectors in the admin center.
What Are Copilot Data Sources and Why Configure Them
Copilot in Microsoft 365 uses a feature called grounding to generate responses. Grounding means Copilot pulls relevant information from your organization’s Microsoft Graph data before generating an answer. The data sources include SharePoint sites, OneDrive files, Exchange mailboxes, and Teams chat history. Without configuration, Copilot can access all of these by default if the user has appropriate permissions.
Configuring data sources lets you restrict Copilot to specific content libraries or exclude sensitive data. This is critical for compliance and security. For example, you might want Copilot to answer questions only from a specific SharePoint site containing HR policies, not from personal OneDrive folders. You can also add external data through Microsoft Graph connectors, which bring in data from third-party systems.
Prerequisites for configuring data sources include having Global Administrator or SharePoint Administrator role in Microsoft 365. You also need a valid Copilot for Microsoft 365 license assigned to at least one user. Changes to data sources apply across the entire tenant, not per user.
Steps to Configure Copilot Data Sources in the Admin Center
- Sign in to the Microsoft 365 admin center
Go to admin.microsoft.com and sign in with an account that has Global Administrator or SharePoint Administrator privileges. The admin center dashboard loads after authentication. - Navigate to Settings > Copilot
In the left navigation pane, select Settings. Then select Copilot from the submenu. If you do not see Copilot, expand the Settings section by clicking the arrow icon next to it. - Open the Data sources tab
On the Copilot settings page, click the Data sources tab. This tab shows all available Microsoft Graph data sources and any connected Graph connectors. - Enable or disable individual data sources
Each data source has a toggle switch. Toggle SharePoint to allow Copilot to read content from all SharePoint sites. Toggle OneDrive to allow access to user OneDrive files. Toggle Exchange for email content. Toggle Teams chat for Teams message history. Turn off any source you want to exclude. The change takes effect within 15 minutes. - Add external data sources through Graph connectors
To include data from services like ServiceNow, Confluence, or Salesforce, click Manage Graph connectors at the bottom of the Data sources tab. This opens the Graph connectors page in the admin center. Click Add connector, select the connector type, and follow the setup wizard. After setup, the connector appears as a new data source in the Copilot Data sources tab. - Save your changes
After adjusting toggles or adding connectors, click Save at the top of the Data sources tab. A confirmation message appears. Changes propagate to all Copilot instances within 30 minutes.
Common Mistakes When Configuring Copilot Data Sources
Copilot Still Shows Data from Disabled Sources
If you disable a data source but Copilot continues to show results from it, check that the toggle was saved. Also verify that the user’s permissions still allow access to that data. Disabling a source in the admin center does not override user-level permissions for other Microsoft 365 features. Copilot respects both the admin toggle and the user’s existing permissions.
External Data from Graph Connectors Not Appearing in Copilot
After adding a Graph connector, it can take up to two hours for the data to index and become available to Copilot. Confirm the connector status shows Connected in the Graph connectors page. Also ensure the connector is enabled in the Copilot Data sources tab. If the connector is still not visible, check that the connector’s schema includes a searchable description field.
Changes Not Applying to All Users Immediately
Copilot caches data source settings for up to 30 minutes. If you need the change to take effect faster, ask users to sign out of Microsoft 365 and sign back in. Alternatively, restart the Copilot pane in the application by closing and reopening it. This forces a refresh of the configuration.
Copilot Data Sources: Admin Center vs PowerShell Configuration
| Item | Microsoft 365 Admin Center | PowerShell (Exchange Online) |
|---|---|---|
| Configuration method | Graphical UI with toggle switches | Cmdlets like Set-CsTeamsClientConfiguration |
| Scope of control | Tenant-wide settings only | Per-user or per-group settings possible |
| External connectors | Supported via Graph connectors page | Not supported for Copilot data source toggles |
| Time to apply | Up to 30 minutes | Immediate for most cmdlets |
| Skill level required | Beginner | Intermediate to advanced |
The admin center is the recommended method for most administrators because it provides a clear interface and supports external connectors. PowerShell is useful for bulk operations or when you need to apply different settings to specific user groups.
You can now control which data Copilot uses to generate responses in your organization. Start by reviewing the default data sources and disable any that are not needed. Then consider adding external data through Graph connectors to make Copilot more useful with your business systems. For advanced scenarios, use PowerShell to apply per-user restrictions on Copilot data access.