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 

Copilot Architecture

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

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.

 

Copilot Extensibility

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.

 

Building Agents for Microsoft 365 Copilot Extensibility

Agents

Copilot Studio Agent 

Builder User Guide

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

Prompting in Copilot

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

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 Updates from the Community

RSS Copilot News
  • Microsoft Ignite 2025: Copilot and agents built to power the Frontier Firm 18/11/2025
    At Microsoft Ignite 2025, we introduced new capabilities in Microsoft 365 Copilot to help every customer become Frontier—including Work IQ, Word, Excel, and PowerPoint agents in chat, and Agent 365. The post Microsoft Ignite 2025: Copilot and agents built to power the Frontier Firm appeared first on Microsoft 365 Blog.
    Jared Spataro
  • Microsoft Agent 365: The control plane for AI agents 18/11/2025
    Whether your agents are created with Microsoft platforms, open-source frameworks, or third-party platforms, Agent 365 helps you deploy, organize, and govern them securely. The post Microsoft Agent 365: The control plane for AI agents appeared first on Microsoft 365 Blog.
    Charles Lamanna
  • What’s new in Copilot Studio: October 2025 10/11/2025
    In this edition of our monthly roundup, we’re recapping the most exciting new features Microsoft Copilot Studio released in October 2025. The post What’s new in Copilot Studio: October 2025 appeared first on Microsoft 365 Blog.
    Kendra Springer
  • Microsoft offers in-country data processing to 15 countries to strengthen sovereign controls for Microsoft 365 Copilot 05/11/2025
    Microsoft is pleased to announce that we are making in-country data processing for customers’ Microsoft 365 Copilot interactions available in 15 countries around the world. The post Microsoft offers in-country data processing to 15 countries to strengthen sovereign controls for Microsoft 365 Copilot appeared first on Microsoft 365 Blog.
    Paul Lorimer
  • Microsoft 365 Copilot now enables you to build apps and workflows 28/10/2025
    We're bringing AI-powered building to employees across the organization, with new Frontier agents for Microsoft 365 Copilot customers: App Builder and Workflows. The post Microsoft 365 Copilot now enables you to build apps and workflows appeared first on Microsoft 365 Blog.
    Charles Lamanna
  • What’s new in Copilot Studio: September 2025 15/10/2025
    In the September 2025 edition of our monthly roundup, we’re recapping the most exciting new features recently released in Microsoft Copilot Studio. The post What’s new in Copilot Studio: September 2025 appeared first on Microsoft 365 Blog.
    Kendra Springer
  • Meet Microsoft 365 Premium: Your AI and productivity powerhouse 01/10/2025
    We’re taking a big step forward with major updates to our individual subscription plans, combining the best of AI and productivity at an unbeatable price. The post Meet Microsoft 365 Premium: Your AI and productivity powerhouse appeared first on Microsoft 365 Blog.
    Yusuf Mehdi
  • Vibe working: Introducing Agent Mode and Office Agent in Microsoft 365 Copilot 29/09/2025
    Today, we're bringing vibe working to Microsoft 365 Copilot with Agent Mode in Office apps and Office Agent in Copilot chat. The post Vibe working: Introducing Agent Mode and Office Agent in Microsoft 365 Copilot appeared first on Microsoft 365 Blog.
    Sumit Chauhan







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