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Microsoft 365 Copilot

What is Microsoft Copilot?

Microsoft 365 Copilot is the AI assistant in Word, Excel, PowerPoint, Teams and Outlook. It knows your documents, email and calendar — here is what that delivers, and what it does not.

In short

What is Microsoft Copilot?

Microsoft Copilot is the AI assistant built into Word, Excel, PowerPoint, Teams and Outlook that combines a language model with your own documents, email and calendar to draft, summarise and analyse.

It works within your Microsoft 365 tenant and stays bound to your permissions, so reliable results depend on getting prompting and governance right. We have guided that since 2022 with 2,500+ employees trained.

How it works

Your data plus a language model

Copilot links large language models to your work context through Microsoft Graph: your documents, email and calendar. Your prompts do not train the Microsoft or OpenAI models.

That makes it fundamentally different from a standalone chatbot: the answer comes from your own files, not from the internet.

100%

inside your own Microsoft 365 environment — Copilot only sees what you already may see

Per app

What does Copilot do in each app?

These are the applications where you save time fastest once you put Copilot to work.

Word

From blank page to first draft

Writes, rewrites and summarises from your own documents. You start with a draft, not a cursor.

Excel

Analysis without formula skills

Ask in plain language: Copilot suggests formulas, flags trends and explains what a formula does.

PowerPoint

From document to deck

Point to a Word document and Copilot builds a first draft, speaker notes included. You set the story.

Teams

Meetings summarised

Summarises meetings — even ones you join late — and lines up action points and agreements.

Outlook

Your inbox in less time

Summarises long mail threads and drafts replies in your tone. This is where time savings land fastest.

OneDrive & SharePoint

Answers from your own files

Ask questions of your files without opening them. Copilot only searches documents you can access.

Our take

AI only helps once it knows your work.

That is why Copilot differs from a standalone chatbot: it works with your documents, email and meetings — within your own rules.

The honest version

What to keep in mind

We are independent, so we also tell you what the brochure skips.

The prompt drives the result

A vague question gives a vague answer. Good prompting is the difference between a toy and a tool.

Check what comes out

Copilot can be convincingly wrong. For numbers, legal text and client communication, human review stays essential.

Your environment must be in order

Copilot exposes what is shared too broadly. Check permissions and oversharing before a wide rollout.

FAQ

Frequently asked questions

The questions we hear most in our intro calls and training sessions.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is the AI assistant inside Word, Excel, PowerPoint, Teams and Outlook. It combines large language models with your work context — documents, email, calendar and meetings — through Microsoft Graph. That lets it write text, analyse data, summarise meetings and answer questions about your own files.

What is the difference between Copilot Chat and Microsoft 365 Copilot?

Copilot Chat is included with many Microsoft 365 plans and works on web information. Microsoft 365 Copilot is the paid version that works inside the Office apps and can reach your organisation data. For serious time savings in daily work, you need the second one.

Is Copilot safe for our company data?

Copilot works within the security and compliance boundaries of Microsoft 365: it only sees data the user already has access to, and your prompts do not train the underlying models. The real risk is oversharing — permissions set too broadly in your own environment. That is the first thing we look at on every rollout.

Is everything Copilot says correct?

No. Copilot can make mistakes and state things convincingly wrong, especially with numbers and legal text. Checking and fact-checking results is a fixed part of our training: you learn when to trust Copilot and when to verify.

Which licence do we need?

Microsoft 365 Copilot is an add-on to your existing Microsoft 365 plan. Which combination makes sense depends on your current licences and on who benefits most — often not everyone needs a licence right away. We work that out together in an intro call.

Ready to put it to work?

In half a day your team learns what Copilot can do for their work — with prompts they use the next morning.