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Copilot across M365

Unlock the full power of Microsoft 365 Copilot embedded across every app your teams already use — from Teams and Outlook to Word, Excel and PowerPoint.

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About Copilot across M365

Copilot across M365 is Microsoft's AI layer embedded directly inside the apps your teams already use every day — Teams, Outlook, Word, Excel, PowerPoint, OneNote, Loop and more. Instead of switching to a separate tool, users get context-aware AI built into the exact place they're working, grounded in their own files, emails, chats and meetings.

It's best used for the high-frequency, small-but-repetitive tasks that eat up the working day: summarising meetings and email threads, drafting responses, turning Word docs into slides, analysing Excel data in plain English, and catching up on missed Teams chats. Every knowledge worker benefits, but the biggest time-back wins typically land with managers, executives, project leads and anyone whose calendar is meeting-heavy. It solves the problem M365 has always had — powerful features hidden behind menus no one clicks — by letting people simply describe what they want in natural language.

Training Session

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

Copilot across M365
  • What Microsoft 365 Copilot is and how it works across your M365 apps
  • How Copilot accesses only data you already have permission to see
  • Writing effective prompts — Goal, Context, Source and Expectation
  • Iterating and refining prompts through follow-up conversation
  • Copilot in Word — drafting, rewriting, summarising and asking questions about documents
  • Copilot in Outlook — summarising email threads, drafting replies and coaching on tone
  • Copilot in Excel — analysing data, generating formulas and creating charts using natural language
  • Copilot in PowerPoint — creating presentations from a prompt or existing document, refining slides and adding speaker notes
  • Copilot in Teams — live meeting summaries, action items and Intelligent Recap after meetings
  • Copilot in Teams chat and channels — summarising threads and drafting replies
  • Copilot in OneNote — summarising notes, creating task lists and generating content from notes
  • Copilot in Loop — drafting and iterating on content collaboratively within Loop pages
  • Copilot in Whiteboard — generating ideas, organising sticky notes and summarising whiteboard content
  • Copilot in Planner — creating and organising tasks from a description or meeting notes
  • Understanding data privacy — what Copilot can access, Enterprise Data Protection and how prompts are handled
  • Responsible use — reviewing and verifying AI outputs before acting on or sharing them

Ready to train your teams on Copilot across M365?

Book a free 30-minute discovery call. No commitment, no pressure.

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