Updated Microsoft Copilot: Dynamic Document Snapshot

Message ID: MC1150675

Updated September 24, 2025: We have updated the timeline. Thank you for your patience.

Introduction

We’re introducing a new capability in Copilot in Word that allows users to view key document statistics directly within the Dynamic Document Snapshot. This enhancement helps users quickly understand document activity and ownership, improving transparency and collaboration.

When this will happen

General Availability (Worldwide): Rollout will begin in mid-November 2025 (previously mid-September) and is expected to complete by late November 2025 (previously late September).

How this affects your organization

Users will be able to access important document metadata—such as author, last modified date, and number of times opened—by selecting the Activity tab in the Copilot Dynamic Document Snapshot. This feature is designed to improve document awareness and collaboration by making insights easily accessible.
This feature will be on by default and requires no admin configuration.

What you can do to prepare:

No action is required. This update will roll out automatically as part of Copilot in Word.

Compliance considerations

Compliance Area	Explanation
New customer data stored	Document activity metadata (e.g., open count, last modified) is surfaced in the UI. This data is already collected and stored within Microsoft 365 services.
AI/ML capabilities interacting with customer data	Copilot uses AI to surface and summarize document statistics based on existing metadata.
New way of interacting with generative AI	Users interact with Copilot to retrieve document insights via the Activity tab.
Admin control available	Admins can manage Copilot availability via Microsoft 365 admin center and Entra ID group membership.
User control available	Users can choose whether to engage with Copilot features within Word.

Compliance Area Explanation

New customer data stored Document activity metadata (e.g., open count, last modified) is surfaced in the UI. This data is already collected and stored within Microsoft 365 services.

AI/ML capabilities interacting with customer data Copilot uses AI to surface and summarize document statistics based on existing metadata.

New way of interacting with generative AI Users interact with Copilot to retrieve document insights via the Activity tab.

Admin control available Admins can manage Copilot availability via Microsoft 365 admin center and Entra ID group membership.

User control available Users can choose whether to engage with Copilot features within Word.

Source: Microsoft