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M365 Roundup, March 2024: Copilot for Security Gets a Launch Date

Nick Ross10 min read

TL;DR

  • Microsoft Copilot for Security reaches general availability on April 1, 2024 with pay-as-you-go pricing and new Entra identity skills.
  • Beginning in Q2 of calendar year 2024, CSP partners can transfer NCE subscriptions from one partner to another mid-term, a long-requested flexibility change.
  • Restricted SharePoint Search, rolling out from early April 2024, lets organizations limit Copilot and Enterprise Search to a curated set of SharePoint sites during rollout.
  • Copilot for Microsoft 365 eligibility expands to Microsoft 365 F1/F3, Business Basic, Office 365 E1, and more in the coming weeks as of March 2024.
  • The Web Content toggle for Copilot's Graph-grounded chat flips to on by default in late March 2024, with a one-time banner notifying users.

March 2024 is the month Microsoft put a date on AI for the SOC: Copilot for Security goes generally available April 1 with pay-as-you-go pricing, and Entra, Intune, and Purview all picked up Copilot hooks to match. The partner story is just as big, with NCE subscriptions finally becoming transferable mid-term starting in Q2. Add Restricted SharePoint Search for taming Copilot oversharing, a default flip on web grounding, and a Teams release wave headlined by voice isolation, and there is plenty to act on. Grouped by product, with rollout dates throughout.

Microsoft Copilot logo

Copilot: a security launch, broader licensing, and guardrails

Copilot for Security is generally available April 1, 2024

The official announcements and pricing details:

Entra adds identity skills to Copilot for Security

Alongside the GA announcement (opens in new tab), new Microsoft Entra skills arrive in the standalone Copilot for Security experience: User Details, Group Details, Sign-in Logs, Audit Logs, and Diagnostic Logs. User Risk Investigation, a skill embedded in Microsoft Entra itself, enters public preview. The skills give identity admins context and insights for security incidents and help resolve identity-related risks and sign-in issues. Full announcement: Microsoft Entra adds identity skills to Copilot for Security (opens in new tab). Available April 1, 2024.

Animated demo of Entra identity skills in Copilot for Security

Copilot in Intune enters preview

Copilot in Intune provides AI-powered insights tailored to organizational needs, from quickly resolving end-user issues to checking that policies and settings are configured to optimize business outcomes safely. Announcement: Microsoft introduces a preview of Copilot in Intune (opens in new tab). Arrives April 1, 2024.

Copilot in Intune preview showing AI-powered policy insights

Copilot eligibility expands to F-series, E1, and Business Basic

Customers with Microsoft 365 F3 and F1, Microsoft 365 Business Basic, Office 365 E1, and more become eligible to purchase Copilot for Microsoft 365 in the coming weeks as of March 2024. Timing: TBD. Full announcement: Bringing Microsoft Copilot to more customers worldwide (opens in new tab)

Restricted SharePoint Search: the Copilot oversharing valve

Rolling out from early April 2024, Restricted SharePoint Search lets you disable organization-wide search and restrict both Enterprise Search and Copilot experiences to a curated set of SharePoint sites of your choice. Either way, users can still interact with their own files and previously accessed content in Copilot for Microsoft 365. For tenants where permissions cleanup is unfinished, this is the practical bridge to a Copilot rollout. Full announcement: Introducing Restricted SharePoint Search (opens in new tab). Completion expected by late June 2024.

Restricted SharePoint Search limiting Copilot to curated SharePoint sites

Web content grounding flips to on by default

Beginning late March 2024, the Web Content toggle for Copilot for Microsoft 365's Graph-grounded chat changes its default from off to on. Users see a one-time in-app banner about the change with a link to switch it back, can check the toggle in the plugin menu of the chat box, and can flip it per-prompt to scope how Copilot grounds each response.

GPT-4 Turbo comes to the work scope

Copilot's Graph-grounded chat, the "work" scope reached via copilot.microsoft.com, Bing, the Copilot Teams app, and microsoft365.com, is being upgraded to GPT-4 Turbo for faster and more comprehensive responses. The rollout is in progress and expected to complete in the coming weeks as of March 2024.

Enterprise and web grounding in Word, Excel, PowerPoint, and OneNote

Enterprise graph grounding becomes the default for all requests, combining file context (document, spreadsheet, page) with enterprise content. Searches behave like Microsoft 365 Chat: the same policies apply, excluded sites stay excluded, and users only get results for what they can access. Web grounding is included in all requests, governed by the Connected Services setting. Rollout: early April 2024, starting with Word on Windows and Online, then PowerPoint, Excel, and OneNote across platforms, completing by September 2024.

Purview logs which files Copilot touched in meetings

The AccessedResources field will populate in Microsoft Purview for meeting Copilot interactions, referencing the files Copilot used from services like OneDrive and SharePoint Online to answer a user's request. Useful audit detail for anyone governing AI data access.

AccessedResources field populated in Purview for a meeting Copilot interaction

Multi-turn conversations in Teams chat and channels

Copilot in Teams chat and channels gains follow-up questions: it answers conversationally using the context of the past two questions and responses over a 24-hour period, on desktop, web, and mobile. Rollout: early April 2024 (previously late February), completing by late April 2024 (previously early March).

Multi-turn Copilot conversation in a Teams channel

Citations for Copilot responses in Teams mobile meetings

Each Copilot response in Teams mobile meetings and calls gets a citation number. Selecting it reveals the content source; when that source is the transcript, a viewer opens showing the exact quote, the speaker's name, and the timestamp. Rollout: mid-April 2024, completing by early May 2024.

Citation numbers on Copilot responses in a Teams mobile meeting

Nudging non-users: the Copilot popover message

In the Microsoft 365 admin center's Copilot usage report, a new action card configures a templatized organizational message. Once set, users who have not used Copilot for Microsoft 365 in the last 30 days see a popover in Teams recommending they try Copilot. Rollout: late March 2024, completing by mid-April 2024.

Configuring an organizational popover message in the Copilot usage report

Adoption Score adds an AI assistance category

A new people experiences category in Adoption Score tracks Microsoft Copilot adoption on a 100-point scale. It ships in preview and does not affect the overall Adoption Score. Rollout: late June 2024 (previously early March), completing by late July 2024 (previously early April).

AI assistance category preview in the Microsoft 365 Adoption Score

Copilot in Forms

Users with Copilot for Microsoft 365 licenses can describe the form they need in natural language, get a generated form, preview and refine it, and apply suggested themes to lift engagement. Rollout: late February 2024, completing by early March 2024.

Microsoft 365 admin logo

Partner and admin: the NCE transfer change is the big one

NCE subscriptions become transferable mid-term

Beginning in Q2 of calendar year 2024, CSP direct bill and indirect providers can transfer CSP new commerce (NCE) subscriptions from one partner to another, including mid-term, based on partner feedback. One caveat: receiving partners do not get the seven-day cancellation option for midterm transfers. For any MSP that has won a client locked into another partner's NCE terms, this is the change worth celebrating this month. Full announcement (opens in new tab)

Lighthouse roadmap, including user offboarding automation

Microsoft published recent and upcoming Lighthouse updates, including user offboarding automation: Microsoft 365 Lighthouse vision and upcoming features (opens in new tab)

Microsoft 365 Lighthouse logo

Purview audit search via Microsoft Graph API

A new Audit Log Query API in Microsoft Graph lets admins programmatically access Purview audit logs. Rollout: mid-March 2024, completing by late March 2024. To use it, register your application with Microsoft Graph and add the relevant permissions.

Microsoft Defender logo

Defender: quarantine accountability and AI data protection

Who released that message from quarantine?

Defender for Office 365 adds detail on who or what released a message from quarantine, shown in the email summary flyout panel on the Quarantine page. Rollout: late March 2024, completing by mid-April 2024.

Quarantine release details in the Defender for Office 365 email summary flyout

Automatic feedback on user phishing submissions

Defender for Office 365 can now automatically respond to end-user phish submissions based on the verdict from the automated investigation and response (AIR) investigation. Organizations configure which threat scenarios trigger feedback emails under Settings > Email & collaboration > User reported settings, in the Email notifications > Results email section. Status: generally available. More info: Automatic user notifications for user reported phishing results in AIR (opens in new tab)

User reported settings for automatic feedback responses in Defender for Office 365

Defender for Cloud Apps: keep sensitive data out of generative AI

Defender for Cloud Apps, working with Microsoft Purview, can block sensitive data from being used with generative AI apps. Status: generally available. More info: Protect data used in prompts with common AI apps (opens in new tab)

Blocking sensitive data from generative AI prompts with Defender for Cloud Apps
Microsoft Entra logo

Entra: insider risk joins Conditional Access

Conditional Access can now respond to insider risk levels through Adaptive Protection in Microsoft Purview. When a user's insider risk level elevates, access to critical assets can be blocked automatically, with custom policies per risk level and strong authentication enforcement, no manual intervention required. Status: generally available. More information: Insider Risk in Conditional Access (opens in new tab)

Insider risk condition configured in a Conditional Access policy
Microsoft Teams logo

Teams: voice isolation leads a practical batch

Voice isolation reaches GA

Voice isolation is an AI-based advanced noise suppression feature that eliminates unwanted background noise, including other human voices. The technology recognizes your voice profile and transmits only your voice, whether you are at a desk or in a coffee shop. It can be enabled for calls and meetings and is available now. Learn more: voice isolation in Teams (opens in new tab)

Animated demo of voice isolation suppressing background voices in Teams

Intelligent call recap for Teams Premium and Copilot users

The Calls app gains AI-generated notes and action items for both VoIP and PSTN calls, with summaries generated from calls where transcription was enabled. Available in the first half of 2024 for Teams Premium and Copilot for Microsoft 365 users.

Intelligent call recap with AI-generated notes in the Teams Calls app

The Queues app (Teams Premium)

A collaborative call handling solution: team members pick incoming PSTN and VoIP calls from the queue, make outgoing calls on behalf of call queues or auto attendants, and watch their queue performance. Authorized users, with permissions from Teams admins, monitor call queues and auto attendants in real time, opt team members in or out, generate performance reports, configure queues and auto attendants, and update greetings and other delegated admin functions. The app pins to the left side of the Teams client and requires a Teams Premium license. Rollout: late March 2024. Learn more: the Queues app (opens in new tab)

Queues app showing call queue handling and supervisor analytics in Teams

Meeting details on the pre-join screen

Teams for Windows and Mac will show the meeting title, start and end time, and participant count on the pre-join screen for in-tenant participants. Rollout: early to mid-April 2024, completing by late April 2024.

Meeting details displayed on the Teams pre-join screen

Quick attach for recent and relevant files

Selecting the paperclip in a chat or channel post surfaces your most recent and contextually relevant files, trimming the time spent hunting for attachments. Rollout: mid-March 2024, completing by late March 2024.

Quick attach suggesting recent files in a Teams chat

Hide the General channel

Team members can finally hide the General channel like any other channel. Note: if General is the last channel in the team, hiding it hides the team as well. Rollout: mid-February 2024, completing by early April 2024 (previously mid-March).

Meeting Options get categories

Meeting Options, the per-meeting settings for organizers and co-organizers, are being grouped into categories for clearer information architecture, available throughout the meeting lifecycle. Rollout: late April 2024, completing by late May 2024.

Categorized Meeting Options in Teams
Exchange logo

Outlook: location-aware calendars and thread forwarding

Working hours and location improvements

Building on 2023's flexible working hours, which let users set different hours and an office or remote location per workday, update them in the calendar, and see coworkers' locations in the scheduling assistant, two additions are rolling out: an updated daily location menu for planning the day and seeing who else is in the office, and integration of work location with Out of Office time. Rollout: late March 2024, completing by late May 2024.

Updated daily work location menu in Outlook
Work location integrated with Out of Office time in Outlook

Open a Teams meeting chat from the mobile calendar

For meetings created as Teams meetings, users can open the Teams meeting chat directly from the event on their Outlook mobile calendar. Rollout: mid-February 2024, completing by late June 2024.

Opening a Teams meeting chat from an event in Outlook mobile

Copy email as attachment

In the new Outlook for Windows, users can send a long email thread as an attachment instead of copy-pasting it into a new message. Not yet available for emails marked "not forwardable." Rollout: mid-February 2024, completing by late June 2024.

Microsoft Loop logo

Loop: guest sharing arrives, governed by your sharing settings

B2B guest sharing for Loop workspaces, pages, and components is coming, subject to administrator policy, enabling sharing with people outside the tenant. Loop respects your OneDrive and SharePoint sharing settings: if the tenant does not allow guest sharing, Loop guest sharing stays blocked too. Rollout: late April 2024, completing by early June 2024.

SharePoint logo

SharePoint: tenant-wide change tracking and eSignature in Teams

Change history reports cover organization settings

The SharePoint admin center (opens in new tab) change history reports now extend to organization settings, tracking changes that affect the entire tenant. Create up to ten report instances to track what changed, when, and who initiated it across site and organization settings. Site setting reports are generally available; organization settings reports begin rolling out in preview in March 2024. Public preview rollout (Worldwide, GCC, GCC High, DoD): mid-March 2024, completing by early May 2024.

eSignature requests tracked in the Approvals app

Tenants with SharePoint eSignature configured can track eSignature requests in the Approvals app in Teams: notifications for new requests, updates on ongoing ones, and the ability to start signing without leaving Teams. Rollout: mid-May 2024, completing by mid-June 2024.

Microsoft Edge logo

Edge: organizational branding for work profiles

Starting late March 2024, admins can apply their organization's branding to Edge for Business through the Microsoft Edge management service. Visual cues on the profile pill, profile flyout, and taskbar icon help users signed in with an Entra ID tell multiple profiles and browser windows apart. Rollout: late April 2024, completing by early May 2024. More information: Add company branding to your organization's sign-in page (opens in new tab)

Organizational branding applied to Edge for Business profiles

One more resource: NIST CSF 2.0 for Microsoft 365

For teams mapping M365 security work to a framework, there is a new NIST CSF 2.0 enablement guide for Microsoft 365 along with a multi-tenant Power BI template for tracking NIST CSF compliance and the implementation of M365 security controls. Learn more (opens in new tab)

NIST CSF 2.0 assessment Power BI template for Microsoft 365

Frequently asked questions

What does Restricted SharePoint Search actually restrict?

It disables organization-wide search and limits both Enterprise Search and Copilot experiences to a curated allow-list of SharePoint sites. Users can still interact with their own files and content they have previously accessed in Copilot for Microsoft 365.

Do mid-term NCE transfers keep the seven-day cancellation window?

No. Receiving partners do not get the seven-day cancellation option on midterm transfers.

Who gets intelligent call recap in Teams?

Both Teams Premium and Copilot for Microsoft 365 users, in the first half of 2024. Summaries generate for VoIP and PSTN calls where transcription was enabled.

March moved your settings. Verify them in a minute

Defaults flipped, licenses expanded, and search behavior changed this month. CloudCapsule reassesses 250+ controls per tenant in about 60 seconds, so what Microsoft changed never becomes what your client discovers.

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Nick Ross

Written by

Nick Ross

CEO · Microsoft MVP · Founder, T-Minus 365

Nick is not just a CEO, he's a respected thought leader and influencer in the MSP space. Tens of thousands of MSPs learn through his YouTube channel, T-Minus365. Nick has been honored as a three-time Microsoft MVP for his educational content; his expertise and influence are the backbone of our mission, ensuring that you are in the best hands when it comes to security.

Nick joined Pax8 in 2017, where he would ultimately oversee product management for PSA and Microsoft integrations. Following his tenure at Pax8, Nick has continued to demonstrate his leadership prowess as an executive at various MSPs, culminating in his most recent role at Sourcepass.

Nick holds a Bachelor's Degree in Business Management from Florida State University, as well as a Minor Degree in Entrepreneurship. In his free time, Nick is an avid hiker, reader, and fitness-junkie.

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