Assign users to spend-tier billing policies — each with a monthly credit allowance and an access role — entirely in your browser. All figures are planning estimates to help with policy management, moving users between tiers, and forecasting how many credits fit current usage — not reflective of contracted agreements.
All processing happens locally in your browser. Your files never leave your device. No uploads, no servers, no telemetry. Assignments are held in memory only and cleared when you reset.
The Entra user export supplies organizational attributes — department, job title, cost center, business unit. The Copilot credit export supplies monthly credits used and license status. The two are joined on user principal name (UPN).
Expected columns (any subset): User Principal Name, Display Name, Department, Job Title · Monthly credits used, Microsoft 365 Copilot license.
Each user is placed in a usage cohort by their percentile of credits used, and a billing policy is recommended from that cohort. Every user starts assigned to their recommendation; override any of them from the per-row dropdown.
Adjust each policy’s monthly credit allowance live and watch utilization, fit, and projected cost update. When the roster looks right, export the full set of assignments to CSV.
Drop Entra CSV files here or click to browse (multiple allowed)
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Drop the Copilot credit CSV here or click to browse
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Column names are auto-detected, so most export layouts work as-is — you can remap the org column inside the manager if needed. Every file is parsed locally in your browser; nothing is uploaded.
Projects next month’s credit consumption and the budget provisioned across all tiers. Set an expected month-over-month growth, then use Auto-adjust to fit below to right-size every user to their consumption. These are planning estimates, not contracted agreements.
Edit each policy’s monthly credit allowance. Utilization, fit, and projected cost recompute live.
| Display Name | Department | Job Title | Cohort | Credits Used | Recommended | Assigned Policy | Allowance | Role | Utilization | Fit |
|---|
Assign billing policies by attribute instead of one person at a time. Rules run top to bottom and the first match wins; anyone not matched falls to the default policy. This is how you govern a large tenant — write a handful of rules, apply them to everyone, then work the exception queue for the few users the rules mis-fit.
Users whose assigned policy does not fit their actual consumption — under-provisioned (using more than their allowance, so work may be blocked) or over-provisioned (paying for far more than they use). Right-size moves a user to the smallest policy that covers their usage; changes flow to the Policy Manager change bar for you to commit.
Your actual monthly credit budget. Defaults to the total allowance provisioned across all assigned tiers — override it with the real figure you have from Microsoft. Everything below reflects this at the current rate. All dollar values shown are planning estimates, not reflective of contracted agreements.
Model buying additional Copilot Credits. Pay-as-you-go bills each credit at the list rate; prepaid packs give a per-credit discount. Adjust pack size and price to match your Microsoft agreement (defaults 25,000 credits / $200 per pack, per Microsoft Learn).
Tell us what would make the Cowork Policy Helper more useful.
Please note: there is no Cowork data API or live connection today, so requests to build or grant API access are a known platform limitation and cannot be actioned through this form. This tool also runs entirely in your browser and does not submit anything automatically — it composes a request you can email or copy to your Microsoft contact.
These shipped from customer feedback. Tell us what to build next below.
First name, email and organisation are required. Submit via Microsoft Form for a tracked request (recommended) — or copy / open in email as a fallback.