- Controls customization, memory and training of the model Copilot from Web, desktop and mobile.
- Disable Copilot by app in Microsoft 365 or via global privacy if the box is not present.
- Outlook uses a switch that syncs between devices with the same account.
Controlling what Copilot remembers about you and how it uses your conversations is key to having an experience that fits your privacy, productivity, and advertising preferences. In this guide, you'll find everything you need to enable or disable Copilot's memory, adjust personalization, decide whether your chats are used for model training, and manage Copilot's presence on Word, Excel, PowerPoint, and Outlook. All explained step by step with a clear and direct approach so you can make informed decisions. total confidence and control.
We also review additional settings such as personalized ads, privacy settings for Microsoft 365 connected experiences, and the specifics of Copilot in Dynamics 365 Sales. This will give you a complete overview of how to manage Copilot on the web. Windows, macOS, and mobile, with guidance on what changes when you disable certain options and when it's best to keep some enabled. The idea is that you set the pace and Copilot adapts to your way to work and your privacy requirements.
Copilot Personalization: What it is and how to turn it on or off
Personalization is the feature that allows Copilot to remember details from your conversations to offer responses that are more tailored to your tastes and habits. In other words, the 'memory' we associate with Copilot is linked to this personalization: if you turn it off, Copilot stops using those memories to tailor its responses. You can still see your history, but future experiences will no longer be personalized until you turn this feature back on. custom memory option.
To adjust your personalization on copilot.com, log in, tap your profile icon (if Copilot isn't responding, see solutions), enter your profile name and go to Privacy > Personalization. From there, you can turn personalization on or off at any time. This route is ideal if you use Copilot in a browser and want to have everything centralized on the web, with changes that apply immediately to your authenticated account.
In Copilot for Windows and macOS, access the profile icon and go to Settings > Privacy > Personalization. This is how you control personalization from the desktop client. This is a simple, reversible setting, designed for those who use Copilot as part of their desktop workflow and want to decide how much memory Copilot uses to personalize their desktop. daily experience.
If you're browsing from your mobile device, in the Copilot app, open the menu, tap your profile icon, and go to Account > Privacy > Personalization. This will allow you to enable or disable personalized memory from iOS o Android, very useful if you often chat with Copilot on the go or want to quickly change a setting without entering the desktop computer.
Important: If you turn off personalization, Copilot will forget memories from previous conversations for future experiences. You can still view your old chats, and if you ever turn personalization back on, Copilot will regain the ability to remember details you share and fine-tune your responses. Additionally, if there are specific conversations you don't want to be influenced by, you can delete them from your history so they aren't used for targeted advertising. future customization.
Keep in mind that this personalization setting doesn't govern whether you receive personalized ads. Personalized advertising is managed separately, so disabling Copilot's personalized memory doesn't actually block ad personalization; we'll cover that later, where you'll see how to disable it from your settings. Microsoft announcements.
Manage what Copilot remembers about you
Beyond turning personalization on or off, you can review and fine-tune what Copilot remembers. To see what Copilot knows, simply ask, "What do you know about me?" With that, Copilot will generate a summary of its memory about you, so you can check what it's using to remember your information. adapt your responses. It will also help you detect vulnerabilities such as EchoLeak.
If there's a specific piece of information you don't want Copilot to remember, you can ask it to forget it, for example: 'Forget that I like science fiction movies.' This instruction erases that specific item from its memory, leaving the rest of your personalization intact. It's a handy way to remove small pieces of information without having to turn off personalization. global shape.
Want Copilot to remember something specific? Tell it: 'Remember that I like gardening,' or a specific preference for a response format or style. This way, you'll add to the memory exactly what interests you and will save you time in the future, as Copilot will use it to offer you better service. personalized and consistent.
After making changes, ask 'What do you know about me?' again to confirm that the adjustments have taken effect. If you prefer to start from scratch, you can disable personalization completely and Copilot will no longer consider your memories. previous conversations.
Model learning: How to exclude your conversations from training
Another crucial setting is deciding whether your conversations can be used to train the models. IA. If you're signed in with a Microsoft account (or other supported authentication), you can opt out of model training. If you do, your past, present, and future conversations won't be used for training. This change can take up to 30 days to reflect across all systems, so it's worth keeping in mind if you're looking for an immediate effect. This control works independently of the memory customization.
To manage this setting from copilot.com, open your profile, enter your profile name, and go to Privacy > Text/Speech Model Training. From the Windows client, tap the profile icon and go to Settings > Privacy > Text/Speech Model Training. And in the Copilot mobile app, go to Menu > Profile > Account > Privacy > Text/Speech Model Training. This way, you choose whether or not you want your chats to help improve your experiences. AI models.
If you opt out, Microsoft will not use your conversations to train these models. However, this setting does not prevent other uses described by Microsoft, such as general system or product improvements, digital safety, security and compliance, or advertising as described in its Privacy Statement. It is important to understand that controlling model training does not equate to completely blocking all forms of processing, which may still occur for advertising purposes. improvement or security.
Good to know: You can opt out of model training and keep personalization turned on. In that case, Copilot will still remember recent information to personalize your experience, but Microsoft won't use your conversations or other activities to train its models. Copilot AI.
If you don't sign in to Copilot with an account (or third-party authentication), Microsoft says it doesn't train the models on your conversations. Still, it's always a good idea to periodically review the Privacy section to confirm that your preferences are still the same, especially if you've been using Copilot for several years. devices and apps.
Personalized advertising: what you'll see and how to turn it off
You can choose whether or not to see personalized ads in Copilot and other Microsoft services. To turn them off, go to your personalized ads settings and turn off the 'See ads that interest you' option. This switch controls ad personalization across your account, so that campaigns aren't tailored to your detected or inferred interests. microsoft services.
If you choose to continue seeing personalized ads in Copilot, you can still limit the use of your Copilot chat history to further personalize them. To do this, turn off Copilot personalization. This way, even if you see personalized ads based on other data, your Copilot chat history won't be used to further refine those ads. ads in Copilot.
Important note: Copilot does not display personalized ads to authenticated users under 18, regardless of their settings. This means that if the account belongs to a minor, ad personalization will not be applied in Copilot, strengthening the protection of the younger audience.
Disable Copilot in Word, PowerPoint, and Excel with the 'Enable Copilot' checkbox.
If you want to completely disable Copilot within a Microsoft 365 app (e.g., Word, PowerPoint, or Excel), you can do so from within the app itself by unchecking the 'Enable Copilot' box. This will disable the Copilot icon in the ribbon, and you won't be able to use any of its features in that specific app. current device.
The 'Enable Copilot' checkbox is separate per app and per device: if you want to disable Copilot in Word and Excel, you'll have to go to both apps and repeat the process; and if you have multiple computers, you'll have to do it on each one. Additionally, if you disable Copilot on one device, that disablement affects any user who uses that computer, since the setting applies to the entire device. local instance of the app.
On Windows, open the application (e.g., Excel) and go to File > Options > Copilot. Uncheck 'Enable Copilot,' press OK, and restart the application. If you want to re-enable it later, repeat the steps and check the box again. This allows you to disable Copilot without touching your account's privacy settings. If you've previously changed these settings, you can easily return them to their previous state so your data remains secure. connected experiences remain available.
On macOS, open the app (e.g., Word), open the app menu, and go to Preferences > Editing & Proofing Tools > Copilot. Uncheck 'Enable Copilot' and restart the app. When you want to re-enable it, return to the same path and check the box. If you previously tapped the account privacy settings to disable Copilot, remember that you can restore those settings, since unchecking the box doesn't require you to change the settings. account privacy.
As of March 13, 2025, the 'Enable Copilot' checkbox is available in specific versions of these apps. If you don't see it, check your version and update. For common issues, see common Copilot faultsAlternatively, you can remove the Copilot icon from the ribbon to 'clean up' the interface, but that doesn't disable the feature: you could still access it through other methods, such as the context menu or commands. If you are looking for real deactivation, be sure to use the checkbox Copilot qualification.
Another important difference: the selection in Outlook applies to all devices where you sign in with the same account. If you disable Copilot on a Mac, it will also be disabled for that account on your iOS device, for example. This sync makes it easier to maintain a consistent state of Copilot in Outlook across your ecosystem, avoiding having to repeat the change on each separate device.
Currently, there is no estimated date for the 'Turn on Copilot' toggle to arrive in the classic version of Outlook for Windows. If you're still using that edition, you may not see this control and will need to wait for future changes or consider transitioning to the new Outlook to access the Copilot settings.
Disable Copilot by changing your Microsoft 365 (Connected Experiences) privacy settings
If the 'Enable Copilot' checkbox isn't already displayed in your Microsoft 365 apps, you can disable Copilot by changing your account's privacy settings. Be careful, because disabling experiences that analyze content also disables other features you may be interested in, such as suggested replies in Outlook, text predictions in Word, Designer in PowerPoint, or automatic alt text for images. It's a good idea to review the list of Connected Experiences to understand what is disabled when you disable them. use this global route.
On Windows, in the app (e.g., PowerPoint), go to File > Account > Account Privacy > Manage Settings. Under 'Connected Experiences,' uncheck 'Turn on experiences that analyze content.' Accept, then close and reopen the app. You make this change once in one app and it replicates to the rest when they open, so you won't have to repeat the process for each one, which simplifies the process. configuration maintenance.
On Mac, in the app (e.g., Word), open the app menu and go to Preferences > Personal Settings > Privacy. In the Privacy dialog, go to Connected Experiences > Manage Connected Experiences and uncheck 'Turn on experiences that analyze content.' Apply the changes, then close and reopen the app. Just like on Windows, this setting propagates to other Microsoft 365 apps when you relaunch them with your computer. Same account.
Copilot in Dynamics 365 Sales: Requirements, Activation, and Controls
In Dynamics 365 Sales, Copilot may require additional steps managed from the Sales Hub and Power Platform Admin Center, and often coexists with concepts such as AI agents. If your organization is in a region where an Azure endpoint is not available OpenAI Service, you'll need to consent to cross-region data movement to use Copilot. You can also consent to integration with Bing search so sellers can see recent news from their accounts, and each seller can disable Bing if they don't want Copilot to use it. This flexibility allows you to balance functionality with security. your company's data policy.
Moving data across regions is recommended even when a regional connection point exists, as a safeguard against potential service disruptions. Enabling this backup helps prevent Copilot disruptions if OpenAI service is out in your region, ensuring continuity in chat, summary features, and other experiences that leverage the Generative AI.
To enable or disable Copilot in Sales Hub, log in to the app, go to Switch Area (bottom left corner), and choose App Settings. Under General Settings, open Copilot. There you can choose to enable auditing for the Leads, Opportunities, and Accounts tables (this is required for Copilot to show recent changes). If you've set up summaries for other tables, enabling auditing also enables their history; if you later remove those fields from the summary, remember that you'll need to disable their audit history. manual and independent.
In the 'All apps' section, you can set a global behavior for all sales apps (default, on, or off). At the individual app level, you can override the global setting: for example, keep Copilot only in Sales Hub and disable it in other apps. The initial setting depends on both the organization level (Power Platform) and the app level (Power Apps). Additionally, you can choose to 'Test our latest preview features before they roll out to everyone' and then save the changes so they apply to your app. sales environment.
If you need to add the full-screen Copilot page to a sales app's sitemap, remember that it's based on a custom URL control (not a table form). Therefore, you must manually add it as a URL with: /main.aspx?&pagetype=control&controlName=PowerApps.Copilot. This will make it visible in the app's navigation, allowing users to access the full-screen Copilot space within the app. business workflow.
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