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The Microsoft 365 connector reads your organisation’s Microsoft 365 Copilot activity straight from Microsoft. It covers every Copilot surface, including Copilot Chat and Copilot in Word, Excel, PowerPoint, Outlook, and Teams, on any device, whether or not Velatir runs on it. You connect once, with an admin approval in Microsoft Entra. There is nothing to install and nothing for your users to do.

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What It Brings In

Copilot conversations

The prompts and responses of everyone with a Microsoft 365 Copilot licence, as sessions in Velatir.

Licences and seats

Each Copilot product your tenant pays for, with purchased and assigned seats.

Copilot audit records

Optional. Copilot activity from the Microsoft Purview audit log, including Copilot Chat users without a licence. No message text.

The last 30 days

Conversations from the 30 days before you connected, imported in the background.
What Velatir collects lists exactly what is read and what is kept.

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Before You Start

A Velatir Administrator

Only an organisation Administrator can connect, reconnect, or disconnect. See Roles & permissions.

A Microsoft admin who can approve

Someone with the Global Administrator or Privileged Role Administrator role in the Microsoft Entra tenant you want to connect. Microsoft requires one of these two roles to approve the kind of permissions Velatir asks for. Application Administrator and Cloud Application Administrator are not enough.

Copilot licences

Conversations are read for users whose licence includes Microsoft 365 Copilot. A tenant without Copilot licences can connect, but has no seats or licensed conversations to show.
The Velatir Administrator and the Microsoft admin do not need to be the same person. Start the connection in Velatir, then let the Microsoft admin sign in when Microsoft asks. Finish in the same browser you started in.
Read Permissions before you approve. It explains each permission on Microsoft’s consent screen and why Velatir asks for it.

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Connect Microsoft 365

Find Microsoft in the Inventory

In Velatir, open Inventory from the sidebar. If there is no Microsoft card, select Declare service(s) and declare Microsoft 365 Copilot. The card then shows Declared · not connected.

Start the connection

Select Connect on the Microsoft card. The dialog lists what Velatir will pull. Select Continue to Microsoft.

Sign in to Microsoft

Sign in with the admin account, in the directory you want to connect. Velatir connects the directory this account belongs to, and no other.

Approve the Velatir Connector app

Microsoft shows a consent screen for Velatir Connector with the list of permissions it asks for. Review them, then select Accept. The approval covers your whole organisation.

Back in Velatir

Microsoft returns you to Velatir, which checks that the approval works. When it does, you see Microsoft connected, and the card shows Connected.
The consent is for Velatir Connector, an app of its own. It is separate from the app behind Sign in with Microsoft and Microsoft Entra member sync. Connecting does not change how anyone signs in to Velatir, and turning member sync off does not affect the connector.
If Microsoft takes a moment to apply a new approval, the connection can show Action needed with Permissions missing right after you accept. Wait a few minutes, then select Reconnect.

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After You Connect

The 30-day import has no progress bar. It runs in the background at a pace that leaves room for your live activity, one day at a time, starting with the most recent. Larger tenants take longer. Imported conversations are dated when they happened, so they fill in Sessions and Insights from the most recent day backwards.

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Seats and Plans

The Microsoft card lists one plan per Copilot product your tenant holds, with its seats, for example 40 / 50 used:
  • Microsoft 365 Copilot
  • Microsoft 365 Copilot (Education)
  • Microsoft 365 Copilot for Sales
  • Microsoft 365 E7
A licence that includes Copilot but is not one of these, such as Copilot Business, appears under the name Microsoft gives it in its licence list. Total is the number of seats your tenant has bought and that are active. Used is how many of those are assigned to people. Velatir counts a licence as a Copilot seat when it includes Microsoft 365 Copilot, whichever product it was bought as. Two things the Microsoft card does not show:
  • A billing cycle. Microsoft does not report whether a licence is billed monthly or yearly.
  • Usage concentration. That figure is a share of tokens, and Microsoft does not report token counts for Copilot.

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Managing the Connection

When the connection shows Action needed, the alert on the card says why and offers Reconnect. Reconnecting runs the same Microsoft sign-in and approval again. Your existing access stays in place until the new approval succeeds, and imported data is kept.
Select Disconnect on the Microsoft card and confirm. Velatir deletes its approval for the tenant and stops reading from it straight away. Everything already imported stays in Velatir, and the declared Microsoft services stay in the inventory.Disconnecting in Velatir does not remove the Velatir Connector app from your tenant. Remove it in Entra as well if you do not plan to reconnect.
You can remove Velatir’s access from Microsoft’s side at any time. In the Microsoft Entra admin center, open Enterprise applications, select Velatir Connector, and either delete the app or revoke its permissions.Velatir checks its access every 15 minutes, so the connection shows Action needed within that time, with Access to Microsoft was removed. Velatir stops reading. Everything already imported stays.
One connection reads one Microsoft tenant. To add another, select Add connection in the card’s Connections section and sign in with an admin account from that tenant.

Permissions

Every permission on the consent screen, and why Velatir asks for it.

What Velatir collects

What is read from Microsoft, what is kept, and what is left out.

Troubleshooting

What each alert means and how to fix it.

Connectors

How connectors work in general.