Merge pull request #28878 from aczechowski/cz-10297224-taskbar

pin M365 Copilot app to Windows taskbar

Author: aditisrivastava07

.openpublishing.redirection.copilot.json

@@ -9,6 +9,11 @@
          "source_path": "copilot/microsoft-365-copilot-search-privacy.md",
          "redirect_url": "/copilot/microsoft-365-copilot-search",
          "redirect_document_id": false
+      },
+      {
+         "source_path": "copilot/pin-copilot.md",
+         "redirect_url": "/copilot/microsoft-365/pin-copilot-chat-navbar",
+         "redirect_document_id": false
       }
    ]
 }

copilot/TOC.yml

@@ -65,8 +65,10 @@ items:
       href: microsoft-365-copilot-app-admin-settings.md
     - name: Set up Organizational Asset Library
       href: enterprise-brand-manager.md
+  - name: Pin the Copilot app to the Windows taskbar
+    href: pin-copilot-taskbar.md
   - name: Pin Copilot Chat to the navigation bar
-    href: pin-copilot.md
+    href: pin-copilot-chat-navbar.md
   - name: Copilot in Microsoft 365 admin centers
     href: copilot-for-microsoft-365-admin.md
   - name: Multiple account access for work and school documents

copilot/media/pin-copilot-taskbar/pin-copilot-taskbar-admin-center-1200.png

@@ -58,7 +58,7 @@ The following table lists the Copilot app settings that you can configure.
 | Setting | Description | Related content |
 |---|---|---|
 | Search | ✅ Turned on by default <br/><br/>In the **[Microsoft 365 admin center](https://admin.microsoft.com)** > **Settings** > **Search & intelligence**, you can turn on Microsoft Search in the Copilot app. By default, Microsoft Search is allowed and turned on.<br/><br/> You can also enable **Item insights** and show recommended files. Users can turn off Item insights, but we recommend that it stays on. | - [Set up Microsoft Search](/microsoftsearch/setup-microsoft-search) <br/> - [Item insights in Microsoft 365](/graph/item-insights-overview) |
-| Chat | ✅ Pinned by default, depending on license. <br/><br/> Depending on your license, Microsoft 365 Copilot Chat might be automatically pinned in the Copilot app. If not, you can pin Chat to the Copilot app. | [Pin Microsoft 365 Copilot Chat to the navigation bar](pin-copilot.md). <br/><br/> There are Chat features you can configure that affect the Chat experience in the Copilot app, like allowing web searches. To learn more, see [Manage Microsoft 365 Copilot Chat](/copilot/manage).|
+| Chat | ✅ Pinned by default, depending on license. <br/><br/> Depending on your license, Microsoft 365 Copilot Chat might be automatically pinned in the Copilot app. If not, you can pin Chat to the Copilot app. | [Pin Microsoft 365 Copilot Chat to the navigation bar](pin-copilot-chat-navbar.md). <br/><br/> There are Chat features you can configure that affect the Chat experience in the Copilot app, like allowing web searches. To learn more, see [Manage Microsoft 365 Copilot Chat](/copilot/manage).|
 | Agents | ✅ Built-in agents turned on by default <br/><br/>In the **[Microsoft 365 admin center](https://admin.microsoft.com)** > **Settings** > **Integrated Apps**, admins can deploy or block agents from showing in the Copilot app. End users can also add agents to their Copilot app experience. | [Manage agents for Microsoft 365 Copilot](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps) |
 | Pages | ✅ Allowed by default <br/><br/>Use Cloud Policy to allow users to create and view Copilot Pages in the Copilot app. | [Admin policies for Copilot Pages and Copilot Notebooks](/microsoft-365/loop/cpcn-admin-configuration) |
 | Notebooks | ✅ Allowed by default <br/><br/>Use Cloud Policy to allow users to create and view Copilot Notebooks in the Copilot app. | [Admin policies for Copilot Pages and Copilot Notebooks](/microsoft-365/loop/cpcn-admin-configuration) |

copilot/media/pin-copilot-taskbar/pin-copilot-taskbar-admin-center-1920.png

@@ -324,7 +324,7 @@ When Copilot Chat is pinned, it makes it easier for people in your organization
 
 To learn more, see:
 
-- [Pin Microsoft 365 Copilot Chat to the navigation bar](pin-copilot.md)
+- [Pin Microsoft 365 Copilot Chat to the navigation bar](pin-copilot-chat-navbar.md)
 - [Pin apps to the taskbar](/windows/configuration/taskbar/pinned-apps)
 
 ### Web search for Microsoft 365 Copilot and Microsoft Copilot

copilot/media/pin-copilot-taskbar/pin-copilot-taskbar.png

@@ -28,18 +28,20 @@ description: "Learn how to improve the use of Microsoft 365 Copilot Chat across
 
 As an admin, you can pin Microsoft 365 Copilot Chat to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app across the web, desktop, and mobile. Pinning makes it easy for users to access 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).
 
+> [!NOTE]
+> This information is specific to the Copilot Chat experience in the navigation bar of Microsoft 365 apps. You can also pin the Copilot app to the Windows taskbar. For more information, see [Pin Microsoft 365 Copilot to the Windows taskbar](pin-copilot-taskbar.md). To understand the difference between Copilot Chat and the Copilot app, see [Decide which Copilot is right for you](which-copilot-for-your-organization.md).
+
 ## Before you begin
 
 :::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":::
 
-The following roles can access the pinning setting in the Microsoft 365 admin center:
+The following role can access the pinning setting in the Microsoft 365 admin center:
 
-- Global Administrator
 - AI Administrator
 
-To get to this setting, go to the <a href="https://go.microsoft.com/fwlink/?linkid=2310640" target="_blank">Copilot settings page</a>, or:
+To get to this setting, go to the [Copilot settings page](https://go.microsoft.com/fwlink/?linkid=2310640), or:
 
-1. Sign in to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">Microsoft 365 admin center</a>.
+1. Sign in to the [Microsoft 365 admin center](https://admin.microsoft.com/).
 1. Go to **Copilot** > **Settings**.
 1. Select **Pin Microsoft 365 Copilot Chat**.
 
@@ -50,7 +52,7 @@ To get to this setting, go to the <a href="https://go.microsoft.com/fwlink/?link
 
 Copilot Chat is pinned by default to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app for most users eligible for Copilot Chat across web, mobile, and desktop.
 
-Admins can change the pinning settings for Copilot Chat by selecting one of the following options under Settings on the Copilot Control System page in the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">Microsoft 365 admin center</a> (Global Admin or AI Admin permissions are required).
+Admins can change the pinning settings for Copilot Chat by selecting one of the following options under Settings on the Copilot Control System page in the [Microsoft 365 admin center](https://admin.microsoft.com/).
 
 - **Pin Copilot to the navigation bar (recommended)**: Copilot Chat is automatically pinned for all users. Users aren't prompted.
 
@@ -64,13 +66,13 @@ Admins can change the pinning settings for Copilot Chat by selecting one of the
 
     :::image type="content" source="media/do-not-pin-copilot-setting.png" alt-text="Screenshot showing the option to not pin Copilot for users.":::
 
-Global Admins and AI Admins can make changes to Copilot Chat pinning settings at any time. Changes take up to 48 hours to go into effect.
+You can make changes to Copilot Chat pinning settings at any time. Changes take up to 48 hours to go into effect.
 
 ## Pin at a group or user level
 
 For large enterprises with complex needs, you can set up the Pinning policy to apply to specific groups of users. This option isn't recommended for most customers due to management complexity.
 
-1. Sign in to the <a href="https://config.office.com/" target="_blank">Microsoft 365 Apps admin center</a>.
+1. Sign in to the [Microsoft 365 Apps admin center](https://config.office.com/).
 2. In the **Office policies** card, select **Go to Microsoft 365 Cloud Policy**.
 3. Select **Create**.
 4. Customize the basics and scope of the policy.
@@ -118,6 +120,7 @@ If you select **Do not pin Copilot** on the **Copilot** > **Settings** page in t
 
 ## More resources
 
+- [Pin Microsoft 365 Copilot to the Windows taskbar](pin-copilot-taskbar.md)
 - [Data, Privacy, and Security for Microsoft 365 Copilot](microsoft-365-copilot-privacy.md)
 - [Microsoft 365 Copilot technical documentation hub](index.yml)
 - [Copilot Prompt Gallery](https://copilot.cloud.microsoft/prompts)

copilot/microsoft-365-copilot-app-admin-settings.md

@@ -0,0 +1,85 @@
+---
+title: Pin Microsoft 365 Copilot to the Windows Taskbar
+description: "Learn how to improve the use of Microsoft 365 Copilot across your organization by pinning it to the Windows taskbar."
+f1.keywords:
+- NOCSH
+ms.author: aaroncz
+author: aczechowski
+manager: dansimp
+ms.reviewer: christin,vmirapur
+ms.date: 07/08/2025
+audience: Admin
+ms.topic: how-to
+ms.service: microsoft-365-copilot
+ms.localizationpriority: medium
+ms.collection: 
+- Tier2
+- scotvorg
+- M365-subscription-management 
+- Adm_O365
+- Adm_TOC
+- m365copilot
+- magic-ai-copilot
+---
+
+# Pin Microsoft 365 Copilot to the Windows taskbar
+
+> [!IMPORTANT]
+> This information is currently provided as a preview. The feature is expected to be available at the end of July 2025.
+
+As an admin, you can pin the Microsoft 365 Copilot app to the Windows taskbar of managed devices. This behavior gives users quick access to the Copilot app, which includes Chat, Search, Agents (if enabled), Notebooks, and Create. If your organization has an active Intune license, use the Microsoft 365 admin center to automatically pin the app on all Windows 10 and Windows 11 Intune-managed devices with the app installed. This single toggle simplifies the pinning process instead of manually creating and deploying a StartLayout policy.
+
+> [!NOTE]
+> This information is specific to the Microsoft 365 Copilot app and the Windows taskbar. You can also pin the Copilot Chat experience to the navigation bar in Microsoft 365 apps. For more information, see [Pin Microsoft 365 Copilot Chat to the navigation bar](pin-copilot-chat-navbar.md). To understand the difference between the Copilot app and Copilot Chat, see [Decide which Copilot is right for you](which-copilot-for-your-organization.md).
+
+## Prerequisites
+
+- To configure Copilot taskbar pinning in the Microsoft 365 admin center, you need to be assigned the **Intune Administrator** role.
+
+- To configure this setting in the Microsoft 365 admin center, your organization must have an active Intune license.
+
+  > [!TIP]
+  > If you don't have an Intune license, you can pin the app by directly using the StartLayout configuration. For more information, see [Configure the Windows Taskbar Pinned Apps with Policy Settings](/windows/configuration/taskbar/pinned-apps?tabs=intune&pivots=windows-11).
+
+- Install the Microsoft 365 Copilot app before you configure this policy. For more information, see the [Microsoft 365 Copilot adoption guide and overview for IT admins](microsoft-365-copilot-enablement-resources.md).
+
+- To allow users to keep their preference to unpin the app, their device must be running Windows 11 with at least the [servicing update for May 2025 (KB5058499)](https://support.microsoft.com/help/5058499). For more information, see [Windows 11 - release information](/windows/release-health/windows11-release-information).
+
+## Configure settings
+
+:::image type="content" source="media/pin-copilot-taskbar/pin-copilot-taskbar-admin-center-1200.png" alt-text="A screenshot of the Microsoft 365 admin center showing the Copilot setting to Pin Microsoft 365 Copilot app to Windows taskbar." lightbox="media/pin-copilot-taskbar/pin-copilot-taskbar-admin-center-1200.png":::
+
+To configure this setting:
+
+1. Sign in to the [Microsoft 365 admin center](https://admin.microsoft.com/).
+1. Go to **Copilot** > **Settings** > **User access**.
+1. Select the setting to **Pin Microsoft 365 Copilot app to the Windows taskbar**.
+
+    > [!NOTE]
+    > If you already configured an Intune policy for StartLayout, you can't configure this setting in the Microsoft 365 admin center. For more information on how to add the Microsoft 365 Copilot app to your existing policy, see [Deploy the taskbar configuration](/windows/configuration/taskbar/pinned-apps?tabs=intune&pivots=windows-11#deploy-the-taskbar-configuration).
+    >
+    > If you don't have an active Intune license, this setting isn't available.
+
+1. Choose one of the following options and then select **Save**:
+
+    - **Pin the Microsoft 365 Copilot app to the Windows taskbar for all eligible devices (recommended)**
+
+        Select this option to automatically pin the Microsoft 365 Copilot app to the Windows taskbar. The user isn't notified when this action is applied on the device.
+
+        :::image type="content" source="media/pin-copilot-taskbar/pin-copilot-taskbar.png" alt-text="Screenshot that shows the Windows taskbar with the Microsoft 365 Copilot app pinned to the far right.":::
+
+        If the user previously pinned the app to their taskbar, this policy doesn't change their configuration.
+
+        The user can manually unpin the app from the taskbar. On Windows 11 devices with at least the [servicing update for May 2025 (KB5058499)](https://support.microsoft.com/help/5058499), the user's preference is respected during future policy refreshes.
+
+    - **Do not pin Copilot app to the Windows taskbar**
+
+        This option is the default setting. When you select this option, managed policy doesn't affect the user's taskbar. In other words, the Microsoft 365 Copilot app isn't pinned to the Windows taskbar unless you take action. Users can still pin the app themselves.
+
+You can change these settings at any time. Changes take up to 48 hours to apply on devices and might require a restart.
+
+## More resources
+
+- [Pin Microsoft 365 Copilot Chat to the navigation bar](pin-copilot-chat-navbar.md)
+- [Configure the Windows Taskbar Pinned Apps with Policy Settings](/windows/configuration/taskbar/pinned-apps?tabs=intune&pivots=windows-11)
+- [Create a policy using settings catalog in Microsoft Intune](/intune/intune-service/configuration/settings-catalog)

copilot/microsoft-365-copilot-page.md

@@ -49,7 +49,7 @@ Copilot Chat is automatically included and available to organizations that have
 Microsoft 365 Copilot Chat is available on the web at [https://m365copilot.com](https://m365copilot.com), in the [Microsoft 365 Copilot app](https://apps.microsoft.com/detail/9wzdncrd29v9), and in Teams, Outlook, & Microsoft Edge.
 
 > [!TIP]
-> If you [pin Copilot Chat](pin-copilot.md) in the Microsoft 365 Copilot app, when users go to `https://m365copilot.com`, then they're automatically redirected to `https://m365.cloud.microsoft/chat`.
+> If you [pin Copilot Chat](pin-copilot-chat-navbar.md) in the Microsoft 365 Copilot app, when users go to `https://m365copilot.com`, then they're automatically redirected to `https://m365.cloud.microsoft/chat`.
 
 If you want users in your organization to have prompt and response interchanges with information on the internet and [enterprise data protection](enterprise-data-protection.md), then use Microsoft 365 Copilot Chat.