Using Claude with Copilot Researcher

Summary

How to set up using Claude with your co-pilot license.

Body

Issue/Question

Can I use Claude with Copilot?  How?

Environment

  • Copilot
  • Claude
  • AI
  • Claude Opus 4.6

Cause

Customers in some cases prefer Claude over ChatGPT in Copilot

Resolution

  1. To use Claude in the Researcher agent, sign into the Microsoft 365 Copilot app 
    Note: a co-pilot license is needed to use this function in USD's environment, please see Requesting M365 Copilot License for more details
  2. Select Researcher under Agents in Chat
  3. In the upper right hand corner, select Claude
    Note: it is normally pre-set to Auto

    Screenshot: Image showing options to use Claude or GPT or Auto select in the Researcher agent
     
  4. For more tips on using the Researcher agent, see Get started with Researcher
    Note: Claude is available for use during an active session. Once the session ends or the Copilot app is closed, the system automatically reverts to the default Generative AI Model for Microsoft 365

Details

Details

Article ID: 10192
Created
Mon 3/23/26 9:49 AM
Modified
Mon 3/23/26 11:23 AM
KCS Article Status
WIP: Only Problem & some Environment captured
Not Validated: Complete & Resolution captured, confidence lacks in structure, content, no feedback
Validated: Complete & reusable, used by licensed KCS user, confidence in resolution & std. compliance
Validated

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