What and Why
Copilot Notebooks will be available in Microsoft 365 Copilot Chat for users with Copilot Chat (Basic) and M365 Copilot (Basic) experiences. This update expands Copilot Notebooks beyond users with a Microsoft 365 Copilot add-on license to include additional Copilot Chat users. Copilot Notebooks provides a persistent, AI-powered workspace where users can organize content, add references, and interact with Copilot to reason over their materials in one place.
Rollout Schedule
- General Availability (Worldwide): Rollout will begin in mid-June 2026.
Impact on Your Organization
Who is affected
- Users with access to Copilot Chat (Basic) and M365 Copilot (Basic) experiences
- Copilot Notebooks availability varies by endpoint.
- Admins managing Copilot, Loop, and SharePoint storage
Platforms/Services
- Microsoft 365 Copilot Chat (web)
- Microsoft Loop / SharePoint Embedded
- Web, desktop, and mobile
What will happen
- Copilot Notebooks will be available to eligible users in Microsoft 365 Copilot Chat. This includes users with:
- Copilot Chat (Basic)
- M365 Copilot (Basic)
- Copilot Notebooks in OneNote will not be available to Copilot Chat (Basic) users at this time.
- Users can create persistent notebooks to organize content with Copilot.
- Notebook content is stored in user-owned SharePoint Embedded containers shared with Microsoft Loop.
- These containers appear as “Loop” in the SharePoint admin center, PowerShell, and Microsoft Purview.
- Notebook content counts toward your organization’s SharePoint storage quota.
- Existing admin configurations and policies for Copilot Notebooks and Loop (including Cloud Policy) are respected.
- The feature is enabled by default where Copilot Notebooks is allowed.
- Documentation describing Copilot Notebooks availability will be updated to reflect this change.
Action Required / Recommendations
No immediate action is required.
You may want to:
- Review your Copilot Notebooks and Loop configuration to ensure alignment with your organization’s policies.
- Review SharePoint storage usage, as Copilot Notebooks content contributes to tenant storage.
- Inform helpdesk and end users about this new capability.
Learn more:
Compliance considerations
| Question | Answer |
| Does the change store new customer data, if so, where, and is the data cached or permanently stored? | Yes. Notebook content is stored in user-owned SharePoint Embedded (Loop-backed) containers and persists as part of SharePoint storage. |
| Does the change introduce or significantly modify AI/ML or agent capabilities that interact with or provide access to customer data, if so summarize changes? | Yes. Copilot Notebooks introduce a persistent workspace where Copilot operates over user content. |
| Does the change provide users any new way of interacting with generative AI, if so how? | Yes. Users interact with Copilot within notebooks to work across content. |