Microsoft 365 Copilot: Excel agent enterprise search

[What and Why]

We are introducing enterprise search in Excel Agent within Microsoft 365 Copilot. Users can search for enterprise content (file, email, meeting, chat, people, transcript) in Excel Agent and use that content as grounding to generate contextually relevant answers. This helps users quickly find and use organizational knowledge directly in their workflow.

[Rollout Schedule]

• General Availability (Worldwide): Rollout began in mid-March 2026 and is expected to complete by late June 2026.

[Impact on Your Organization]

Who is affected

• Users with Microsoft 365 Copilot using Excel Agent

Platforms and Services

• Microsoft 365 Copilot
• Excel Agent

What will happen

• Users can search enterprise content directly in Excel Agent: 

  

• Supported content includes files, emails, meetings, chats, people, and transcripts.
• Results can be used as grounding for Copilot responses.
• The feature is enabled by default.
• Existing permissions and security trimming are respected.
• No admin configuration changes are required.

[Action Required or Recommendations]

No action is required.

Recommended actions:

• Inform helpdesk and end users about this new capability.
• Update internal documentation if your organization documents Copilot capabilities.

Learn more: 

• Frequently asked questions about Word, Excel, and PowerPoint Agents: Responsible AI FAQ | Microsoft 365 Copilot | Microsoft 365 | Microsoft Learn
• Get started with Word, Excel, and PowerPoint Agents in Microsoft 365 Copilot | Microsoft 365 Copilot | Microsoft 365 | Microsoft Learn

[Compliance considerations]

No compliance considerations identified. Review as appropriate for your organization.