1 00:00:01,000 --> 00:00:06,543 This is the Microsoft Copilot week, the seven days ending 20 September 2026. 2 00:00:06,543 --> 00:00:13,181 Every date you'll hear was read on a Microsoft page — nothing secondhand, nothing inferred. 3 00:00:13,181 --> 00:00:22,007 It's made for one person: the seller carrying Copilot into their accounts, who has no time to read partner announcements. 4 00:00:22,007 --> 00:00:23,247 One focused week. 5 00:00:23,247 --> 00:00:26,821 Let's start with the thing that actually changed. 6 00:00:28,461 --> 00:00:30,472 One item matters most this week. 7 00:00:30,472 --> 00:00:40,400 Microsoft told CSP partners that new Microsoft 365 Copilot Business licenses bought through a partner will ship with usage-based billing turned on by default. 8 00:00:40,400 --> 00:00:43,793 Think of it as the meter arriving already switched on. 9 00:00:43,793 --> 00:00:47,061 It isn't a price change, and it isn't a new product. 10 00:00:47,061 --> 00:00:52,842 It's a change to the default billing posture — where the handle sits when the license lands. 11 00:00:54,312 --> 00:00:57,160 Here is what the page says, word for word. 12 00:00:57,160 --> 00:01:06,178 New Microsoft 365 Copilot Business licenses that you purchase through Cloud Solution Provider include usage-based billing by default. 13 00:01:06,178 --> 00:01:11,263 That's the Partner Center September announcements page, dated 16 September. 14 00:01:11,263 --> 00:01:14,314 The effective date on the page is 2 November. 15 00:01:14,314 --> 00:01:18,925 Read it yourself — the quote is on the slide, and the page is named. 16 00:01:20,515 --> 00:01:22,104 Now the second reading. 17 00:01:22,104 --> 00:01:24,452 Default-on is not automatic spend. 18 00:01:24,452 --> 00:01:33,361 The page describes usage-based billing in the default path — consumption still follows use, and spending limits can still be set. 19 00:01:33,361 --> 00:01:38,334 It applies to new Business licenses bought through CSP, from 2 November. 20 00:01:38,334 --> 00:01:44,481 It is not every Copilot license, not existing seats, not the direct or enterprise motion. 21 00:01:44,481 --> 00:01:47,589 What changed is the default, not the ceiling. 22 00:01:49,439 --> 00:01:51,801 So what does this mean for your number? 23 00:01:51,801 --> 00:01:59,009 When the meter ships switched on, consumption you'd have chased quarter by quarter is already in the path from day one. 24 00:01:59,009 --> 00:02:04,278 The people to talk to are your CSP customers buying Copilot Business through a partner. 25 00:02:04,278 --> 00:02:13,727 The question that opens it: when your next Business licenses land in November, do you want the usage handle set where growth shows up, or dialed to a limit? 26 00:02:17,227 --> 00:02:19,059 Picture the shift plainly. 27 00:02:19,059 --> 00:02:27,447 Until now, a new Copilot Business license through CSP arrived with usage-based billing off unless someone turned it on. 28 00:02:27,447 --> 00:02:33,155 From 2 November, the same license arrives with it on unless someone sets a limit. 29 00:02:33,155 --> 00:02:36,115 Same entitlement — the default just moved. 30 00:02:36,115 --> 00:02:41,190 Nothing is taken away; the handle simply starts in a different position. 31 00:02:43,340 --> 00:02:46,902 The other in-window item sits in government cloud. 32 00:02:46,902 --> 00:02:59,013 In the Microsoft 365 G7 launch — that's GCC, the government offering — Agent 365 is named as the control plane for discovering, registering, managing and blocking agents. 33 00:02:59,013 --> 00:03:01,649 It reaches GCC purchase on 1 October. 34 00:03:01,649 --> 00:03:10,554 If your accounts are commercial, this is a watch item, not a today item — but first-party agent governance is worth tracking. 35 00:03:12,034 --> 00:03:14,048 For your number, here's the read. 36 00:03:14,048 --> 00:03:20,822 Agent governance becoming first-party in government cloud is a signal about where control of agents is heading. 37 00:03:20,822 --> 00:03:25,704 The segment to watch is your government and GCC accounts weighing agent rollout. 38 00:03:25,704 --> 00:03:34,186 The opening question: as agents multiply across your tenant, who decides which ones are allowed to run — and where does that decision live? 39 00:03:37,686 --> 00:03:43,536 And what was read and found quiet — because knowing what didn't move is a service. 40 00:03:43,536 --> 00:03:46,747 Copilot analytics: nothing new in the window. 41 00:03:46,747 --> 00:03:50,172 Admin consent and publisher verification: quiet. 42 00:03:50,172 --> 00:03:53,882 Core seat pricing for Copilot Enterprise: no change. 43 00:03:53,882 --> 00:04:00,517 The Credits and cost-management docs were touched just before the window — context, not news. 44 00:04:00,517 --> 00:04:03,228 Four areas you can set down this week. 45 00:04:05,428 --> 00:04:07,839 So what does a customer ask on Monday? 46 00:04:07,839 --> 00:04:10,631 Likely: does this raise my bill in November? 47 00:04:10,631 --> 00:04:20,086 The honest answer names the page — the default moves to usage-based on new Business licenses through CSP, and spending limits are still yours to set. 48 00:04:20,086 --> 00:04:26,558 It's a conversation about where the handle sits and how far you turn it — not about removing anything. 49 00:04:26,558 --> 00:04:28,462 That's the whole conversation. 50 00:04:30,082 --> 00:04:34,036 Two things you can do this week, both without anyone's permission. 51 00:04:34,036 --> 00:04:43,022 Pull the list of your CSP accounts with Copilot Business renewals or new seats landing after 2 November, so the default-on change never surprises you. 52 00:04:43,022 --> 00:04:52,187 Then, for each, decide now whether the usage handle starts open or set to a limit — and put that choice in front of the customer before the license does. 53 00:04:54,537 --> 00:05:00,167 The next brief lands the same time next week, covering the seven days that follow. 54 00:05:00,167 --> 00:05:12,938 Until then — this is where Aristo comes in: the one place a buyer can watch these same changes land on their own estate, hand in hand with Microsoft, entitlement rerouted, never removed. 55 00:05:12,938 --> 00:05:18,500 Microsoft governs the credit; Aristo governs the decision and the reconciliation.