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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.

1

How Copilot works

What Microsoft 365 Copilot is and how the same AI layer shows up across every M365 app your teams already use. We build a clear picture of how Copilot only ever accesses data you already have permission to see, what Enterprise Data Protection means and how your prompts are handled.

How it worksPermissionsData protection
2

Prompting that works

The anatomy of an effective prompt — Goal, Context, Source and Expectation — and how each part shapes the output you get back. We then practise iterating and refining through follow-up conversation, so a first draft becomes a great result without starting over.

Prompt frameworkIteration
3

Write, reply & present

Copilot in the authoring apps: drafting, rewriting and summarising in Word, plus asking questions about a document without reading it end to end. In Outlook we summarise long email threads, draft replies and use coaching on tone, and in PowerPoint we create presentations from a prompt or an existing document, refine slides and add speaker notes.

WordOutlookPowerPoint
4

Data, meetings & chat

In Excel we analyse data, generate formulas and create charts using nothing but natural language. In Teams we cover live meeting summaries, action items and Intelligent Recap after meetings, along with summarising missed chat and channel threads and drafting replies.

ExcelIntelligent RecapTeams chat
5

Collaboration & responsible use

Rounding out the ecosystem: summarising notes and generating task lists in OneNote, drafting and iterating collaboratively in Loop, generating and organising ideas in Whiteboard, and turning descriptions or meeting notes into organised tasks in Planner. We finish with responsible use — reviewing and verifying AI outputs before acting on or sharing them.

OneNote & LoopWhiteboardPlannerVerification

Ready to train your teams on Copilot across M365?

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