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Egnyte for M365 (MS Teams, MS Copilot, and Outlook) Overview

With Egnyte’s universal integration across Microsoft 365 (including MS Teams, MS Copilot, and Outlook) users can access and interact with Egnyte-stored content directly within their daily M365 workflows. 

Egnyte for Microsoft 365 – Key Features

Microsoft Teams

  • View and edit Egnyte files shared in Teams channels
  • Share Egnyte files directly in Teams conversations
  • Quickly access recently added or edited content and insert secure links
  • Egnyte Tab: manage files from Teams chats and associated Egnyte folders
  • Personal Tab: For quick access to Egnyte Bookmarks, shared links, and domain content 

Egnyte Agent for Copilot (Teams, Outlook, M365 Web)

  • Generate summaries and get accurate answers from Egnyte files via Copilot prompts
  • Responses include source file references for quick preview and sharing
  • All actions happen within Microsoft apps—no need to switch platforms

Microsoft Outlook

  • Access Egnyte files while composing emails
  • Insert secure links and reference document content directly
  • Seamless, secure collaboration without leaving Outlook
  • Personal Tab: Centralized access point for Egnyte bookmarks, shared links, and domain content

 

Security & Permissions

  • Integration respects Microsoft’s native interface
  • AI interactions remain within Egnyte’s security framework
  • No content stored outside Egnyte
  • Strict permission controls ensure users access only what they’re entitled to

 

This comprehensive M365 integration simplifies information retrieval, enhances collaboration, and keeps data secure, whether the user is working in Teams, writing an email in Outlook, or engaging with Copilot across the suite. 

Egnyte for Microsoft 365 App can be found under the Apps & Integrations.
Egnyte for M365 Overview 1.png

 

Prerequisites and Initial Steps

For Admins 

  • Individual M365 License  including at least Teams, Outlook or MS Copilot, licences are listed on Microsoft page.
  • Egnyte Admin permissions
  • Global Admin in Microsoft tenant

For End User 

  • Admin must complete configuration steps for both Microsoft and Egnyte integration for 365 (Activation affects all domain users or all users in selected Microsoft Entra groups using Microsoft Teams)
  • Individual M365 License  (including at least Teams, Outlook or MS Copilot)
  • Co-Editable links are only supported for Microsoft Word, PowerPoint, and Excel files. In addition, Microsoft Office Online integration must be enabled for the domain. Shared Files can be co-edited once a sharing link was posted on the channel or file is in the shared/target/default folder.
  • Enabled Egnyte for M365 integration by the admin 

     

Additional Resources

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