Overview of Copilot in Microsoft Sustainability Manager (preview)

Copilot in Microsoft Sustainability Manager (preview) uses AI to give organizations the ability to streamline and expedite several processes within the sustainability lifecycle.

Copilot brings a growing set of skills that help you complete various tasks. Here are some examples:

• Analyze documents with Copilot (preview): Upload ESG-related documents and ask Copilot questions about their contents.

• Create calculation models with Copilot (preview): Describe the calculation model you'd like to create, and allow Copilot to do the rest! You need to turn on this feature through Application settings, and then you can access it through the Models page.

• Generate preparation reports with Copilot (preview): Use Copilot to generate an emissions or Corporate Sustainability Reporting Directive (CSRD) report, simplifying the existing reporting framework. You can access report generation through the Copilot side panel.

• Query data with Copilot (preview): Ask Copilot questions about your organization's data and quickly extract the information you need, such as a particular assessment report value or an organizational unit's revenue. You can access data querying through the Copilot side panel.

• Find facts with Copilot (preview): Ask Copilot to write qualitative and quantitative responses to fulfill ESG disclosure requirements by finding the relevant data from your uploaded documents and suggesting how to write facts that meet the disclosure requirements. You can review and edit the facts before adding them to your reports.

Important considerations

Keep the following considerations in mind while adding or using Copilot:

• Copilot is rolling out and is currently unavailable in the Germany (GER) region.

• Copilot in Microsoft Sustainability Manager (preview) uses the Azure OpenAI Service. It's only available in English at this time.

• Copilot prompts and results might move outside of your region to the Azure OpenAI Service endpoint that supports these features.

Add Copilot to your environment

To add Copilot, follow these steps:

• Enable copilots and generative AI features.

• Add copilot for app users in model-driven apps (preview).

  Note

  Follow the steps in that article to set your environment to receive monthly updates for model-driven apps. Copilot still works if you set this option to Semi-annual channel, but you might have better results setting it to Monthly channel. For more information about how this option can affect your environment, see Changing release channels for model-driven apps.

• Before you can access Copilot to create calculation models in Microsoft Sustainability Manager, go to Settings > Application and select Yes under Generative AI for calculation models (preview).

Responsible AI

Microsoft is committed to applying responsible AI practices with Copilot. The company ensures user privacy through stringent data protection measures and oversees content generation to maintain relevance and safety. For more information, see Responsible AI FAQs for Microsoft Sustainability Manager.