01Leave the model picker on Auto unless you have a reasonVerified

Copilot Chat defaults to Auto, which routes each prompt to a model in real time. You can manually pick Quick response (speed) or Think deeper (reasoning).

Steps
  1. Open the model picker at the top right of Copilot Chat
  2. Keep Auto for everyday questions and drafts
  3. Pick Quick response for short routine questions where speed matters
  4. Pick Think deeper for multi-step requests such as comparing several documents or building a plan
  5. If the result is off, rerun the same prompt in another mode and note the difference
Example prompt

(With Think deeper selected) Compare the three attached internal documents and list the differences in a table. For each row, give the document name and location that supports it.

Caution

With Auto, the model used may not be recorded. Microsoft has renamed Microsoft 365 Copilot to Microsoft Copilot, so both names appear in UI and docs. In Copilot in Excel the selection applies to the current session only and resets when Excel closes.

Availability
Generally available. Copilot Chat (scope differs with and without a Copilot license). Checked 2026-09-12 on Microsoft Learn (updated 2026-09-09).
Source
Microsoft Learn, "Overview of Microsoft Copilot Chat"
Microsoft Support, "Choose your model when editing with Copilot in Excel"
Verified
2026-09-12 (v1)
Supporting passage from the source
Users can select different models using the model selector at the top right of the UI. By default, Copilot uses a real-time router to adjust the underlying model it uses based on your prompt.

02Steps to enable Anthropic models in the Microsoft 365 admin centerVerified

In regions where Anthropic models are off by default, an admin can turn them on and choose which users get access via the Microsoft 365 admin center.

Steps
  1. In the Microsoft 365 admin center, go to Copilot > Settings > View all
  2. Select AI providers operating as Microsoft subprocessors
  3. Under Available subprocessors for your organization, select Anthropic and Save
  4. Choose the users or groups who can access it and Save
Caution

EU, EFTA, and the UK are off by default, and organizations that opted in before need to opt in again. Coordinate with the organization's IT admin before changing this setting.

Availability
Requires the AI Administrator or Global Administrator role. Availability differs in the EU/EFTA/UK and in some government or sovereign clouds.
Source
Microsoft Learn, "Anthropic models in Microsoft Online Services"
Verified
2026-09-19 (v2)
Supporting passage from the source
On the AI providers operating as Microsoft subprocessors page, under Available subprocessors for your organization, select Anthropic, and Save.

03"Anthropic models with Data Retention" store data for up to 30 daysVerified

Advanced models labeled with Data Retention, such as Fable 5.0 and Claude Mythos 5, are off by default; once enabled, Anthropic stores most inputs and outputs for up to 30 days.

Steps
  1. Confirm Anthropic models themselves are enabled in the admin center
  2. Have the tenant admin separately turn on the additional setting for Data Retention models
  3. Choose the users or groups who get access
  4. Check the product UI to see if a model is flagged as requiring data retention
Caution

These models fall outside the standard Microsoft Product Terms and DPA; Anthropic acts as an independent processor under its own Commercial Terms of Service and Data Protection Addendum. Check with IT and legal before using confidential or patient-related content.

Availability
Off by default in all scenarios; no user can access these models until the tenant admin explicitly opts in.
Source
Microsoft Learn, "Anthropic models in Microsoft Online Services"
Verified
2026-09-19 (v2)
Supporting passage from the source
This means that Anthropic (not Microsoft) stores most inputs and outputs for up to 30 days before deleting them.

04Know how data handling differs by model providerVerified

Anthropic models are excluded from the EU Data Boundary and in-country processing commitments. OpenAI-operated models (via subprocessor) are in the EU Data Boundary but excluded from in-country processing. Microsoft-hosted models keep existing commitments.

Steps
  1. Ask IT whether in-country processing is a contractual or policy requirement
  2. If so, write rules for Anthropic models and OpenAI-operated models
  3. Scope access per provider under AI providers operating as Microsoft subprocessors
  4. In Copilot Studio, check which models are tagged cross-geo
Caution

From July 24, 2026, OpenAI-operated models are on for all users of eligible commercial customers unless set to No users. Microsoft lists no FedRAMP High, PCI DSS AOC, HITRUST CSF or SOC 1 Type 2 for OpenAI-operated models.

Availability
Generally available. Checked 2026-09-12.
Source
Microsoft Learn, "Anthropic models in Microsoft Online Services"
Microsoft Learn, "OpenAI as a subprocessor in Microsoft Online Services"
Microsoft Learn, "Select a primary AI model for your agent - Microsoft Copilot Studio"
Verified
2026-09-12 (v1)
Supporting passage from the source
Anthropic models deployed in Microsoft offerings such as Microsoft Copilot, Researcher, Copilot Studio, Power Platform, and Copilot in Microsoft 365 apps are currently excluded from the EU Data Boundary, and when applicable, in-country processing commitments.

05Choose Claude in ResearcherVerified

The Researcher agent gathers and summarizes web and work content and supports several models, including Claude. You need a Microsoft Copilot license and admin permission for Anthropic models.

Steps
  1. Sign in to the Microsoft Copilot app (desktop or web)
  2. Open Researcher under Agents in Chat
  3. Select Claude from the model dropdown
  4. State the purpose, time range and allowed sources in the prompt
  5. Open the cited sources and check the quoted content against them
Example prompt

Find revisions published in 2026 to domestic and international guidelines in [therapeutic area]. Tabulate revision date, issuing body and main changes, with a source URL on each row. Write "unverified" for anything you could not confirm.

Caution

Sources can be mixed up or misquoted, so check originals before external use. Researcher and Analyst are core Copilot features, not governed by agent settings; to stop them, block tenant-wide.

Availability
Generally available (Microsoft Copilot license, desktop and web). Checked 2026-09-12.
Source
Microsoft Support, "Use Claude with Researcher in Microsoft Copilot"
Microsoft Learn, "Manage agents in the Microsoft 365 admin center"
Microsoft Learn, "Governance and Lifecycle actions for agents available in Microsoft 365 admin center"
Verified
2026-09-12 (v1)
Supporting passage from the source
Your admin must first allow access to Anthropic AI models in the Microsoft 365 admin center before you can use Claude in Researcher.

06In Cowork, pick by the model description and effort levelVerified

Copilot Cowork lists models with Microsoft's own descriptions (e.g., Opus 5 for complex, high-stakes work; Claude Sonnet 5 for everyday tasks and fast responses; GPT 5.6 Sol for hard work). Default effort is Medium.

Steps
  1. Keep Auto most of the time
  2. For drafts and quick lookups, pick a model described for everyday tasks (e.g., Claude Sonnet 5)
  3. For high-stakes multi-step work, try models described for complex, high-stakes work (Opus 5) or hard work (GPT 5.6 Sol)
  4. Start at Medium effort; raise to High or above only for deep analysis
  5. Check the model badge in the conversation to see which model answered
Caution

Higher effort is slower and uses more credits. Turning off the Anthropic family in Cowork is tenant-wide and cannot grant Anthropic to a subset of users. Check data-retention terms before using Claude Fable 5.1.

Availability
Copilot Cowork (a usage-based billing service). Checked 2026-09-12 (page updated 2026-09-08).
Source
Microsoft Learn, "Choose a model for Copilot Cowork"
Microsoft Learn, "Usage-Based Billing and Cost Management for Copilot Credits"
Verified
2026-09-12 (v1)
Supporting passage from the source
Copilot Cowork ships with several models so you can match the model to the work. Most of the time, leave the picker on Auto so Cowork can choose the model for your task.

07Claude Sonnet 5 and GPT-5.5 Chat now generally available as primary models in Copilot StudioVerified

Claude Sonnet 5 and GPT-5.5 Chat are now generally available as primary models you can choose for an agent in Copilot Studio.

Steps
  1. Open an agent's settings in Copilot Studio
  2. Choose Claude Sonnet 5 or GPT-5.5 Chat from the primary model options
Caution

The source does not describe performance differences between models; test against the actual task before committing to one.

Availability
Generally available as primary models in Copilot Studio per the source.
Source
Microsoft Copilot Blog — Copilot Studio, "New and improved: GitHub Copilot harness, agent skills, and richer context"
Verified
2026-09-12 (v2)
Supporting passage from the source
Choose from more models. Claude Sonnet 5 and GPT-5.5 Chat are now generally available as primary models, giving you more options to match model capabilities to your agent scenario.

08Use audit logs to see which model answeredVerified

Audit logs for Microsoft Copilot and Copilot Chat include the model provider and model name. With Auto, this may be missing for some requests.

Steps
  1. Open Audit in the Microsoft Purview portal
  2. Search for the CopilotInteraction operation and export results
  3. Read the provider and model name in ModelTransparencyDetails
  4. Where you must record how a document was produced, consider selecting a model explicitly instead of Auto
Caution

With Auto, or when an internal model is used, provider and model may not be recorded. Cowork currently doesn't show provider details.

Availability
Included in Audit (Standard). Checked 2026-09-12 (page updated 2026-08-26).
Source
Microsoft Learn, "Audit logs for Copilot and AI applications"
Verified
2026-09-12 (v1)
Supporting passage from the source
Audit logs for Microsoft Copilot and Microsoft Copilot Chat include the model provider and model name when a request is processed. This information can help support auditing, compliance, and governance requirements in organizations that enable multiple model providers.

09Read vendor API specs separately from Copilot limitsNeeds check

Anthropic tells API users to start with Claude Opus 5 if unsure and lists a 1M-token context window. OpenAI lists GPT-6 Astra and GPT-5.6 Sol/Terra/Luna. These are API specs, not limits inside Copilot.

Steps
  1. Check model names on each vendor's official page (Anthropic Models overview, OpenAI Models)
  2. Map Copilot display names (e.g., Opus 5, GPT 5.6 Sol) to API model names
  3. For long documents, check Copilot's own limits in Microsoft docs
  4. Run the same document and prompt on two models and compare accuracy against the source
Caution

Needs checking: the Microsoft docs reviewed do not publish per-model context limits inside Copilot. Benchmark superiority is not covered here. Anthropic's guidance is for API users.

Availability
API specs checked on vendor sites on 2026-09-12.
Source
Anthropic (Claude Platform Docs), "Models overview"
Anthropic (Claude Platform Docs), "Choosing the right model"
OpenAI, "Models | OpenAI API"
Verified
2026-09-12 (v1)
Supporting passage from the source
If you're unsure which model to use, start with Claude Opus 5 for most workloads. Use Claude Fable 5.1 for demanding reasoning and long-horizon agentic work, or when your evals on Claude Opus 5 at higher effort still fall short.

10GPT-5.6 may be used automatically as the preferred modelVerified

Microsoft calls GPT-5.6 the preferred model for Microsoft 365 Copilot; Copilot may use it automatically when best suited, and users can pick it where a model selector exists.

Steps
  1. Check whether GPT-5.6 appears in the model selector in Word, Excel, PowerPoint, Chat and Cowork
  2. If not, ask your admin about rollout by region and tenant settings
  3. If your policy excludes OpenAI-operated models, the admin sets OpenAI to No users under AI providers operating as Microsoft subprocessors
Caution

The docs reviewed don't say which API variant (Sol, Terra, Luna) "GPT-5.6" in Copilot Chat maps to; Cowork lists GPT 5.6 Sol and Terra separately. Microsoft also accesses OpenAI models directly via API, which falls under OpenAI as a subprocessor.

Availability
Announced 2026-07-09, rolling out. Checked 2026-09-12.
Source
Microsoft Tech Community (Microsoft Copilot Blog), "Available today: OpenAI’s GPT-5.6 in Microsoft 365 Copilot"
Microsoft Learn, "OpenAI as a subprocessor in Microsoft Online Services"
Microsoft Learn, "Choose a model for Copilot Cowork"
Verified
2026-09-12 (v1)
Supporting passage from the source
OpenAI and Microsoft partnered together to optimize GPT-5.6 for knowledge work across Microsoft 365 apps and make it the preferred model for Microsoft 365 Copilot.

11New Grok models in Copilot require an admin setting (off by default)Verified

Grok models from SpaceXAI have been added to Copilot through the Microsoft Frontier Program. Access is managed through a dedicated administrative setting that is disabled by default.

Steps
  1. Confirm the organization is part of the Microsoft Frontier Program
  2. Have an administrator enable the setting for Grok model access (disabled by default)
  3. Confirm SpaceXAI has been added to Microsoft's Online Services Subprocessor List
  4. Note the release is currently limited to Word, Excel, and PowerPoint before communicating to users
Caution

Grok is not available to Frontier customers in the EU, EFTA, and the UK during the preview. Administrators should confirm what data handling applies before enabling access. Even for promotional-material drafting, final judgment stays with internal review procedures and staff.

Availability
Preview for customers in the Microsoft Frontier Program. Rolling out with a focused release in Word, Excel, and PowerPoint. Not available in the EU, EFTA, or the UK during preview.
Source
Microsoft Copilot Blog, "Expanding model choice in Copilot with Grok"
Verified
2026-09-13 (v1)
Supporting passage from the source
Access to SpaceXAI models is managed through a dedicated administrative setting that is disabled by default. Organizations that want to use these models enable the setting first, and administrators keep transparency and control over the data processed by SpaceXAI models in supported Copilot experiences. Access to Grok models is rolling out through the Microsoft Frontier Program in Microsoft Word, Excel, and PowerPoint.

12Choose by purpose: understanding the Deep / Auto / General model tagsVerified

Copilot Studio models carry a Deep, Auto, or General tag. Deep suits complex multistep reasoning, Auto suits mixed-intent workloads, and General suits everyday drafting and summarizing.

Steps
  1. Identify the agent's main task: complex multistep analysis, mixed inquiries, or everyday drafting/summarizing
  2. Consider a Deep-tagged model for contract or policy analysis and multi-system troubleshooting
  3. Consider an Auto-tagged model for helpdesk-style agents with mixed intents
  4. Consider a General-tagged model for drafting, rewriting, summarizing, translation, and simple automation
  5. Weigh latency and cost: Deep is highest, General is lowest
Caution

The strengths/latency/cost comparison follows Microsoft Learn's own description. Actual response quality varies by task, so final review by a person is required for material review or regulatory decisions.

Availability
Available in Copilot Studio's standard harness. Per-model availability (GA/preview/experimental) varies by region.
Source
Microsoft Learn, "Select a primary AI model for your agent (Copilot Studio)"
Verified
2026-09-18 (v1)
Supporting passage from the source
Models are optimized for different purposes. Your agent can perform better when you choose a model with the strengths that fit your agent's purpose. For example, an agent that makes complex decisions can benefit from a deep model, while an agent expected to talk about a wide range of topics could use a general model.

13Switch an agent's primary AI model from its Overview pageVerified

Agents run on a default model, but you can change the primary model from the Model section on the agent's Overview page, switching between experimental and production models at any time.

Steps
  1. Go to the agent's Overview page
  2. In the Model section, select the agent's primary model
  3. Switch between experimental and production models at any time as needed
Caution

Experimental and preview models are not recommended for production, and may vary in quality or availability. Usage after publishing is billed at standard rates.

Availability
A Copilot Studio standard-harness feature. Access to experimental/preview models depends on environment admin settings.
Source
Microsoft Learn, "Select a primary AI model for your agent (Copilot Studio)"
Verified
2026-09-18 (v1)
Supporting passage from the source
Your agent starts with a default model optimized for most scenarios. To change your agent's model: Go to your agent's Overview page. In the Model section, select your agent's primary model. You can switch between experimental and production models at any time.

14Copilot Studio model release tags determine what you can rely onVerified

Copilot Studio labels each model Experimental, Preview, GA, Default, or Retired; when the default model changes, the previous default stays usable for one month.

Steps
  1. Check each model's release tag on the agent's Overview page
  2. Limit Experimental and Preview models to testing, not production agents
  3. Remember Default is periodically upgraded to the best-performing GA model automatically
  4. Switch away from a Retired model within one month of retirement
Caution

Experimental and preview models might process and store data outside the organization's geographical boundaries. If a published agent uses them, usage is billed at standard rates.

Availability
Availability of Experimental/Preview models depends on the per-environment 'Preview and experimental AI models' admin setting.
Source
Microsoft Learn, "Select a primary AI model for your agent (Copilot Studio)"
Verified
2026-09-19 (v1)
Supporting passage from the source
You can still use the retired model for up to one month after retirement.

15Adding an external model needs two separate admin settingsVerified

To let makers add external models such as Anthropic, xAI, or Mistral, admins must enable them in both the Power Platform admin center and the Microsoft 365 admin center.

Steps
  1. Turn on external models for the environment or environment group in the Power Platform admin center
  2. Grant access per provider in the Microsoft 365 admin center
  3. Confirm this is a separate setting from allowing preview or experimental models
Caution

The preview/experimental setting and the external-model setting act independently, so enabling only one can allow combinations admins didn't intend.

Availability
Applies to agents using the standard harness in Copilot Studio; an admin-level task.
Source
Microsoft Learn, "Select a primary AI model for your agent (Copilot Studio)"
Verified
2026-09-19 (v1)
Supporting passage from the source
Turn on external models in Power Platform admin center for the environment or the environment group.

16Grok-4.1 Fast (Non-Reasoning) is flagged as not recommended for productionVerified

Microsoft's safety evaluations found Grok-4.1 Fast (Non-Reasoning) less aligned than other evaluated models, with a higher risk of producing harmful content.

Steps
  1. Check that Grok-4.1 Fast (Non-Reasoning) is tagged Experimental in the model list
  2. Do not select it for production agents
  3. If testing it, review xAI's Acceptable Use Policy as well
Caution

It scored lower than other models on safety and jailbreak benchmarks, per Microsoft. Avoid it for medical information or promotional-material work.

Availability
Available only as Experimental (early access environment) in some regions.
Source
Microsoft Learn, "Select a primary AI model for your agent (Copilot Studio)"
Verified
2026-09-19 (v1)
Supporting passage from the source
Microsoft's safety and responsible AI evaluations found Grok-4.1 Fast (Non-Reasoning) to be less aligned than other models evaluated resulting in (i) higher risks that the model will produce potentially harmful content and (ii) lower scores on safety and jailbreak benchmarks.