Microsoft 365
Microsoft 365 Copilot
Microsoft 365 Copilot brings AI assistance into the Microsoft 365 apps your team already uses. Here’s what it does, what it relies on and how it works with Teams and SharePoint.
What is Microsoft 365 Copilot?
Microsoft 365 Copilot, now referred to as Microsoft Copilot in Microsoft’s documentation, brings AI assistance into the tools your team uses for work. It can help draft content, summarize information and work with business data. Available features depend on your licences, settings and the application you’re using.
For your organization, the starting point is deciding where that help would matter. Which tasks take too long? Which information do people struggle to find? What would a useful improvement look like?
Copilot works with the information each person can already access in Microsoft 365, such as email, chats, meetings and SharePoint files. That makes permissions and content quality part of how well it works.
What it takes to get value from Copilot
Getting value from Copilot takes more than access to a tool. It takes relevant use cases, well-managed information and people who know how to use it in their work.
Start with work worth improving
Focus on a few tasks that matter to your team. A clear purpose gives you a better way to judge whether Copilot is helping and where to invest next.
Prepare the information people rely on
Review how content is organized, maintained and shared. Copilot follows users’ existing access permissions, so those permissions need to reflect who should see the information.
Build confidence through education
Help people understand what to ask, how to provide context and when to check an answer. Useful habits make AI easier to apply to everyday work.
Set clear expectations for use
Give teams guidance on appropriate use, responsibilities and reviewing outputs. People should know where Copilot can help and where their own judgment remains essential.
Measure what changes
Decide what success means before expanding adoption. Look at the tasks you set out to improve, the quality of the work and feedback from the people using Copilot.
Microsoft 365 Copilot use cases
How Copilot works with Microsoft 365
Microsoft 365 Copilot in Teams
Help people catch up on conversations and review the key points from meetings. Start with the Teams habits and settings that support useful summaries, then decide how people will check and act on the results.
Prepare SharePoint content for Copilot
SharePoint holds information your organization depends on. Reviewing content ownership, sharing permissions and outdated files helps establish a better foundation for Copilot. Access that is too broad needs attention before you make that content easier to discover.
A Microsoft partner focused on your business
As a Microsoft Solutions Partner, Punchcard helps you connect SharePoint with the Microsoft 365 tools your team already uses.
We start by understanding your work, your people, and the problems you need to solve. From there, we help you decide what to improve, what to build, and how to support your team through the change.
Looking for Copilot consulting?
If you want help with readiness, use cases, training and adoption, see our Microsoft Copilot consulting services.
Microsoft Copilot FAQs
What is the difference between Copilot Chat and Microsoft 365 Copilot?
Copilot Chat provides AI assistance for eligible work accounts. Its access to work information depends on the app, content you provide and any agents in use. The paid Microsoft 365 Copilot experience adds broader access to organizational context and capabilities. Compare the features your team needs against your current licences and configuration rather than assuming every Copilot experience is the same.
What does Copilot need to work well?
Copilot works best when content is current, permissions reflect who should see what, and people know how to ask for what they need. Because it uses the information a person can already access, it reflects the state of your Microsoft 365 environment.
Do we need an additional Microsoft 365 Copilot licence?
That depends on your existing subscription and the capabilities you need. Some Copilot experiences are available with eligible Microsoft 365 plans, while others require an additional licence or usage-based charges. Check Microsoft’s current requirements against your users, applications and intended use before purchasing.
Can Copilot access confidential SharePoint documents?
Copilot can surface organizational content a user already has permission to view. It does not replace the need to manage those permissions correctly. If confidential documents have been shared too broadly, review that access. Readiness also involves keeping information current and making responsibility for it clear.
Can Copilot automate our business processes?
Copilot can assist with individual tasks, but a process involving approvals, actions across systems or custom rules may need separately configured workflows or agents. Describe the process you want to improve so the appropriate approach can be identified. Buying Copilot access alone does not implement that process.
Have a question about Copilot?
Tell us what you’re trying to do with Copilot and we’ll point you in the right direction.
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