Microsoft Copilot Chat is an AI-powered assistant integrated into Microsoft 365 that helps you work more efficiently. It can answer questions, summarize content, draft documents, analyze data, and assist with various tasks across Microsoft applications like Teams, Outlook, Word, Excel, and PowerPoint.
You can access Copilot in several ways:
• Through the Copilot icon in your Microsoft 365 apps (Teams, Word, Excel, PowerPoint, Outlook)
• Via copilot.microsoft.com using your work credentials
• In Microsoft Teams by selecting the Copilot app from the left sidebar
• Using the Windows key + C shortcut (on Windows 11)
All employees have been provisioned with Microsoft Copilot licenses as part of this rollout. You should have access automatically using your existing Microsoft 365 work account. If you encounter any access issues, please contact IT Support.
Copilot can assist with a wide range of tasks:
• Drafting and editing emails, documents, and presentations
• Summarizing long emails, chat threads, and meeting transcripts
• Analyzing data and creating visualizations in Excel
• Catching up on missed meetings and conversations
• Finding information across your organization’s documents and files
• Generating creative content and brainstorming ideas
• Answering questions and providing insights based on your work data
Yes, Copilot can access content you have permission to view within your Microsoft 365 environment. This includes your emails, calendar, chats, documents, and meetings. This access allows Copilot to provide personalized and contextually relevant assistance. However, Copilot respects your organization’s existing permissions – it cannot access content that you don’t have permission to view.
Copilot is integrated across many Microsoft 365 applications including Teams, Outlook, Word, Excel, PowerPoint, and OneNote. The specific features and capabilities may vary by application, but the core AI assistance is available throughout your Microsoft 365 experience.
Yes. Microsoft Copilot is built on Microsoft’s enterprise-grade security and compliance framework. Your data remains within your organization’s Microsoft 365 tenant and is protected by the same security measures that protect all your Microsoft 365 data. Your data is not used to train the underlying AI models or shared with other organizations.
No. Your organizational data, including your prompts, responses, and data accessed through Microsoft Graph, is not used to train foundation AI models. Microsoft Copilot processes your data to provide you with relevant responses, but this data remains yours and stays within your organization’s secure environment.
Copilot respects your organization’s existing data governance and security policies. While Copilot is secure, you should follow the same guidelines for sharing information that you would use in any other work communication. Do not share information that violates company policy, and be mindful of confidential or sensitive data. Always follow your organization’s data classification and handling procedures.
Your Copilot interactions are private and follow the same privacy standards as other Microsoft 365 data. However, as with all company resources, IT administrators may have the ability to access this data for security, compliance, or legal purposes in accordance with company policy.
To get the best results from Copilot, follow these prompt-writing tips:
• Be specific and clear about what you want
• Provide context and relevant details
• Break complex requests into smaller steps
• Specify the format or structure you want (e.g., bullet points, table, summary)
• Iterate and refine – you can ask Copilot to modify its responses
• Reference specific documents, emails, or meetings when relevant
Yes, always review and verify Copilot’s outputs before using them in important contexts. While Copilot is highly capable, it’s an AI assistant that can make mistakes or misunderstand context. Think of Copilot as a helpful colleague whose work you should review, not as a replacement for your own judgment and expertise.
Here are practical ways employees are using Copilot:
• Catching up after vacation by summarizing missed emails and Teams chats
• Preparing for meetings by reviewing previous discussion points
• Drafting first versions of emails, reports, and presentations
• Analyzing Excel data and creating charts or insights
• Finding information across documents and emails quickly
• Getting meeting summaries and action items from Teams recordings
Try these troubleshooting steps:
• Ensure you’re signed in with your work account (not a personal Microsoft account)
• Check that your Microsoft 365 apps are up to date
• Try signing out and signing back in
• Clear your browser cache if using web versions
• If the issue persists, contact IT Support
Performance issues can occur due to various factors. Try these solutions:
• Check your internet connection
• Refresh the page or restart the application
• Try breaking your request into smaller, simpler prompts
• Check Microsoft 365 service status for any known outages
• If problems continue, report the issue to IT Support
AI assistants can sometimes provide inaccurate or not-quite-right responses. When this happens:
• Rephrase your question with more specific details or context
• Ask Copilot to revise or explain its reasoning
• Try breaking down complex questions into simpler parts
• Use the feedback option to report inaccurate responses (thumbs down icon)
• Remember to always verify important information
We offer several resources to help you get the most out of Copilot:
• Attend our Copilot training sessions (check the company training calendar)
• Visit the company intranet for video tutorials and user guides
• Join the Copilot Users Community on Teams to share tips and ask questions
• Explore Microsoft’s official Copilot Learning Path
• Contact your department’s Copilot Champion for personalized guidance
For technical support with Microsoft Copilot, please contact IT Support through:
• The IT Service Portal (submit a ticket under ‘Microsoft 365 – Copilot’)
• Email: itsupport@yourcompany.com
• Phone: [Your IT Support Number]
• Teams: Message the IT Helpdesk
We value your feedback! You can share your Copilot experience by:
• Using the thumbs up/down feedback buttons within Copilot
• Submitting feedback through the Copilot feedback form on the intranet
• Sharing suggestions in the Copilot Users Community on Teams
• Contacting the Digital Transformation team at digitaltransformation@yourcompany.com
When using Copilot, employees must:
• Use Copilot only for legitimate business purposes
• Follow all existing company policies regarding data handling and confidentiality
• Not attempt to manipulate or ‘jailbreak’ Copilot’s safety features
• Not share company confidential information in ways that violate data governance policies
• Respect intellectual property rights and not use Copilot to plagiarize
• Review and verify all Copilot outputs before using them in official communications
Microsoft Copilot accessed through your work account is intended for business use only. For personal tasks, please use your personal Microsoft account and consumer version of Copilot, or other publicly available AI tools on your personal devices.
Microsoft Copilot is designed to meet enterprise compliance requirements and supports various compliance frameworks including GDPR, HIPAA, SOC 2, and ISO 27001. Your organization’s existing Microsoft 365 compliance policies and data governance rules apply to Copilot. For specific regulatory questions related to your industry, please consult with the Compliance team.
No. Copilot is designed to augment and enhance your capabilities, not replace you. Think of it as a tool that handles routine tasks and provides assistance, allowing you to focus on higher-value work that requires human judgment, creativity, and expertise. The goal is to make you more productive and effective in your role.
Microsoft continuously improves Copilot with regular updates. These updates happen automatically as part of your Microsoft 365 service and include new features, improved accuracy, and enhanced capabilities. You don’t need to take any action to receive these updates.
Microsoft Copilot supports multiple languages including English, Spanish, French, German, Portuguese, Italian, Japanese, Chinese, and many others. You can interact
with Copilot in your preferred language, and it can help translate content as well. Language availability may vary by feature and region.
