A Beginner’s Guide to Microsoft 365 Copilot


Published: 13th February 2024



Transforming tasks with the ultimate guide to Microsoft 365 Copilot

The next-generation tool to streamline workflows and boost productivity. Our guide to Microsoft 365 Copilot shows how the powerful solution can revolutionise the way your team can collaborate, communicate and create.

What is Microsoft 365 Copilot?

A new innovative feature built for efficiency and productivity. Integrated into Microsoft 365 applications, such as Word, Excel, PowerPoint, and Outlook and powered by AI, Copilot assists users in various tasks, including content creation, data analysis and email management. It acts as a virtual assistant, providing intelligent suggestions, automating repetitive tasks, and facilitating seamless collaboration among team members.

Examples of Microsoft 365 Copilot in Action

Writing Assistance

Easily adapt notes you’ve already written to create proposal documents or presentations. You can include relevant documents from OneNote or Word to reduce duplicating work. Copilot scans the documents and generates a first draft including all your key details. You can even include a previous proposal asking Copilot to copy the format and images so you can ensure every document you create follows your brand.

Data Analysis

Make sense of all your data. Copilot can easily analyse your spreadsheet to give you the key trends, show breakdowns and create graphs so you can easily digest your data. Working with you even further, Copilot can adapt your tables so you can easily see the trends or provide insight into ‘what if’ scenarios to give you definitive action points. To make your day-to-day creation easier, Copilot can also recommend relevant formulas with explanations of how they work.

Communication Management

Copilot works with Outlook to give you the most out of your emails. Quickly remove the signal from the noise, giving you hours of your time back. Prioritising your most important emails, Copilot will summarise your key to-do list so you can easily stay on top of your emails.

A productivity game-changer, Copilot works within your Teams so you can easily recap your meeting or ask Copilot for suggestions on any unresolved questions. At the end of your meeting, you can include a summary with meeting notes that can be sent out or included in a follow-up meeting invite.

Effortless Collaboration with Microsoft 365 Copilot

By leveraging these capabilities, users can streamline their workflows, unlock new possibilities, and achieve greater productivity in their everyday tasks. Whether you’re writing documents, analysing data, or managing emails, Copilot serves as your trusted companion, empowering you to work smarter, not harder.

Unlock the full potential of Microsoft 365 Copilot today and embark on a journey towards enhanced productivity and collaboration in the digital age.