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M365 Copilot App

Get your teams confident and productive with the standalone M365 Copilot app — the AI hub for daily knowledge work.

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About the M365 Copilot App

The M365 Copilot App is Microsoft's standalone AI hub — a dedicated home for Copilot that lives alongside the rest of Microsoft 365. It's where people go to start a prompt, browse AI-generated suggestions, search across their organisational knowledge, work with shared agents and kick off Pages for collaborative drafting, all in one place.

It's best suited to daily knowledge work: drafting, summarising, researching, preparing for meetings, pulling information out of long documents and quickly building first-pass deliverables. Every role benefits, but the biggest gains tend to land with knowledge workers, managers, executives, analysts and anyone spending significant time writing, reading or searching. It solves the most common Copilot-adoption problem — people know Copilot exists but don't have a consistent place to use it or a clear sense of what to ask — by giving them a single, obvious starting point and a repeatable daily-AI habit.

Training Session

A focused session designed to build real-world skills fast.

M365 Copilot App
  • What the Microsoft 365 Copilot App is and how it differs from Copilot embedded in individual apps
  • Accessing the Copilot App — web, desktop app, Teams, Outlook and mobile
  • Navigating the interface — chat, Pages library, Notebooks and agents
  • Understanding Work vs. Web grounding — when Copilot uses your M365 data vs. the internet
  • Writing effective prompts — the Goal, Context, Source and Expectation framework
  • Iterating and refining prompts to improve results
  • Referencing M365 files, people and meetings in a prompt using the "/" ContextIQ menu
  • Uploading files directly into a conversation
  • Using Copilot Pages — creating, editing and sharing persistent AI-generated documents
  • Co-authoring a Copilot Page with colleagues in real time
  • Copilot Notebooks — building a persistent workspace that aggregates files, meetings and emails
  • Querying a Notebook to surface insights across multiple sources
  • Viewing and managing conversation history
  • Copilot Memory — setting personal instructions and managing saved preferences
  • Using pre-built agents — Researcher, Analyst and organisational agents
  • Building a simple agent grounded in a SharePoint site using the no-code agent builder
  • Image generation — creating and editing images from text descriptions
  • Privacy and data handling — Enterprise Data Protection and what Copilot can and cannot access
  • Responsible use — verifying AI outputs before acting on or sharing them

Ready to train your teams on M365 Copilot App?

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