Copilot
Reference
Guide

Microsoft 365 Copilot

Is an AI-powered productivity tool that uses large language models (LLMs) and integrates your data with the Microsoft Graph and Microsoft 365 apps and services. 

It works alongside popular Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, Teams, and more. Microsoft 365 Copilot provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills.

Learn More

Copilot Learning Hub

Plans

Get Started Training

End User Training Events

Microsoft 365 Copilot Requirements

Copilot Documentation 

Downloadable Guides

Crash Course
Copilot Architecture
Learning Pathways
End User Handouts
GDPR & Generative AI

Copilot Architecture

Architecture Components
Microsoft Graph Article
Orchestration Article
Large Languague Models Article
Ecosystem

Access Microsoft Copilot using any PC or Mobile browser at: Copilot  Microsoft

To access either M365 Copilot or Copilot Chat, go to M365Copilot.com or download the Microsoft 365 Copilot app for Windows, iOS, and Android.

 

Overview Microsoft Copilot Chat Service

Copilot Chat in Edge Free

Copilot Pro 20$ Month

Introducing “Microsoft 365 Copilot Chat’ Pay as You Go

Microsoft 365 Copilot Adoption

Microsoft 365 Copilot – Microsoft Adoption

Copilot Success Kit

Instructor-led training

Copilot Community

Microsoft Copilot Scenario Library: Create a custom set of Copilot Uses Cases per Industry

Examples: Scenario Library per Functional Area / Industry
 
Copilot is designed to benefit everyone in an organization by streamlining tasks, automating workflows, and enhancing collaboration. Its adaptability allows for customization to meet unique organizational needs, and its extendable capabilities through plugins make it a continually evolving asset that adapts to changing business landscapes.
 
Download Excel File: Customer Track Sheet as reference guide to control service adoption.

 
Forrester “Build Your Business Case for Microsoft 365 Copilot” 2023
Work Trend Index Report: “What can Copilot’s Earliest Users Teach Us About Generative AI at Work?” 2023
Work Trend Index Report: “AI at Work is Here. Now Comes the Hard Part“. 2024

AI Strategy Road Map

Prepare for Success

How to get Ready

For IT Administrators: Microsoft SharePoint Advance Management

Enterprise customers: Microsoft 365 E3 or E5

SMB: Microsoft 365 Business Premium or Business Standard

Azure Active Directory account (subject to change)

Some features (file retore, management, etc.) require a OneDrive account

WebSockets (wss://) allowed to endpoints in ID#46 in the section for Microsoft
365 Common and Office Online

Word, Excel, and PowerPoint: first available in web versions and later in Desktop

(Current Channel)
Outlook: Users need to be using the new Outlook for Windows or MacOS

 Teams: Users must be using Teams desktop or the web app. Both current and new versions of Teams supported

Loop: Tenants must have Loop enabled. Learn more how to enable Loop.  Manage
Loop Workspaces.

 Cross-app experience depends on indexed data; tenants with the richest data get the best results.

 

IT Admin Guide
Enable Users
Get Ready with SharePoint

Copilot Extensibility

Extensibility Plugin Connectors
Plugins
Graph Connectors

Microsoft 365 Copilot has proven to be a potent productivity enhancer, enabling users to save time, increase productivity, and express themselves more creatively by leveraging the organizational knowledge within the Microsoft Graph. 

For many organizations using Copilot, not all of their data lives within Microsoft 365, nor do their apps and business workflows live exclusively within Microsoft 365. Extending Microsoft Copilot tailors Copilot to the organization’s data, apps, and workflows.

When deciding on your approach to AI development, you have various options, such as Microsoft 365 Copilot extensibility and Azure AI solutions. This section in this guide, helps you navigate these options for Microsoft 365, ensuring you find the best solution for your specific needs and goals.

 

Reference Documentation

Developer Site

Custom Engine Copilot Documentation

Microsoft Copilot Extensibility

Message Extensions

Microsoft Graph Connectors

Build your own Agent using Microsoft Copilot Studio (from GitHub)

Guidelines for Human-AI Interaction: Best Practices

Infographic: What are Copilot Extensions?

Building Agents for Microsoft 365 Copilot Extensibility

Agents

Copilot Studio Agent 

Builder User Guide

Reference Documentation


Agents Overview

Custom engine Agents overview

Copilot extensions developer website

 

Copilot Developer Camp

 
Workshop for professional developers who want to learn how to build Copilot Agents for Microsoft 365 Copilot.

 

Copilot Studio

Microsoft Copilot Studio is a low-code tool for building and customizing conversational AI copilots for various scenarios and channels. It enables users to enhance their agent’s ability to answer questions, design actions, access data, and manage and govern their agents. The platform supports integration with Microsoft 365 applications and services, allowing users to deploy agents directly to applications like Microsoft Teams, SharePoint, and Business Chat.

Microsoft Copilot Studio Overview

Copilot Studio 1
Copilot Studio 2
Copilot Studio 3

Prompting in Copilot

Prompts are how you ask Copilot for Microsoft 365 do to something for you …

Reference Guide

How Microsoft Use Prompt Data

Prompts to Try in Copilot Lab

Tips, Tricks & Prompts
Prompting Toolkit

Copilot Prompt Gallery

Copilot Prompt Gallery (previously known as Copilot Lab) is a platform designed to help users get started with the art of prompting and assist organizations with onboarding and adoption by providing a single experience that meets Copilot users where they are in their journey. It offers a consolidated space where users can access training videos, ready-made prompts, and other resources to maximize their Copilot experience. The platform is part of Microsoft’s broader initiative to enhance productivity tools and applications by integrating advanced AI capabilities.

Copilot Prompt Gallery: Start your Copilot Journey

Prompt Buddy

The Prompt Buddy app provides a space in Microsoft Teams for your team or organization to share and discover favorite AI prompts. It comes preloaded with Microsoft Copilot and other categories, and you can add your own AI apps.

Powerapps Application

Prompt Buddy Guide from GitHub

Update Channel

Copilot in Microsoft 365 Roadmap

Copilot Updates from the Community

RSS Copilot News

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