CoPilot in Microsoft 365 

Say Goodbye to Busy Work and Hello to Productivity! 

How Copilot in Microsoft 365 Empowers You


Professional documents, spreadsheets, presentations, emails, and forms effortlessly. 


Relevant content, data, images, charts, and formatting. 


Tasks like scheduling meetings, sending reminders, and generating reports.


Feedback to enhance your writing, grammar, and style.


Collaboration with your team through file sharing and co-editing.


In learning new skills and discovering features through tips and tutorials. 

These capabilities only scratch the surface of what CoPilot can assist you with. As it continuously evolves, learns, and integrates deeper with your Microsoft 365 and Dynamics 365 solutions, it becomes more powerful in tailoring your workflows that are unique to your role. 

The 2023 Work Trend Index Special Report shows that Copilot investment saves 54 minutes per month for an employee who earns $70k per year. Over 100% return is achieved with just 2 hours saved each month.

CoPilot is integrated into the following Microsoft 365 Apps


If you’re spending time creating new formulas, charts/visuals from datasets, and analyzing financials and creating summaries, CoPilot can help you with that with a click of a button! 

[Download “Prompts for Common Ways to Use Copilot in Microsoft 365 Apps”] 

Here’s what you can do using Copilot in Excel:

  • Natural Language Processing: Simply ask your data-related questions in plain English, like “Show me sales by region,” and get instant insights via charts or pivot tables.
  • Automated Tasks: Excel tasks like data cleaning, formatting, and formula suggestions are effortlessly automated by Copilot, saving significant time and effort.
  • Advanced Formula Creation: Ask Copilot for a formula, and Copilot will guide you with the right functions and syntax.
  • Data Analysis and Insights: Copilot can analyze your data, pinpointing trends and patterns. It will also propose appropriate charts and graphs for an impactful visualization of your data.
  • Improved Accessibility: Even if you’re not an expert in Excel, Copilot can simplify the use of advanced features for you by providing recommendations and task automation.


Copilot in Outlook can help you summarize and organize your inbox by scheduling meetings and even drafting email replies and new emails based on meeting discussions.

[Download “Prompts for Common Ways to Use Copilot in Microsoft 365 Apps”] 

Microsoft Copilot in Outlook is designed to enhance productivity and efficiency in email management. Here are some ways it can help you:  

  • Drafting Emails: All it takes is a few words or sentences from you, and a complete email will be generated in no time. 
  • Email Summarization: Copilot condenses long email conversations, providing you with the key points without reading every single email. 
  • Email Coaching: Enhance the clarity, tone, and sentiment of your emails for precision and professionalism. 
  • Time Management: Schedule meetings, propose potential attendees, and generate agendas based on the context of your emails. 
  • Meeting Preparation: Get a summary of relevant emails and documents and suggested talking points for discussion. 
  • Action Item Tracking: Post-meeting, Copilot has the ability to spotlight tasks at hand and pursue unfinished business, guaranteeing that no detail is overlooked. 


If you spend a lot of time taking notes in meetings, scheduling follow-ups, sending recaps and action items, and catching up on missed meetings, CoPilot can help you run meetings more effectively:

[Download “Prompts for Common Ways to Use Copilot in Microsoft 365 Apps”] 

  • Key Points in Discussions: Get a summary of key points organized in real-time during discussions and suggested actions items. 
  • Meeting Summaries: Copilot can provide meeting summaries for team members who couldn’t attend, ensuring everyone is updated and on track.  
  • Chat Compose: With Copilot in the Teams chat compose box, you can prompt Copilot to edit your messages by adding compelling calls to action or transforming them to suit various tones or styles.  
  • Intelligent Call Recap: Get insights and recaps of your VoIP and Public Switched Telephone Network calls in Teams.


Microsoft Copilot in PowerPoint is a great tool that can drastically improve your presentation development and editing process. These features are aimed to help you save time, smooth construction process, and leave a lasting impact through your presentations.

[Download “Prompts for Common Ways to Use Copilot in Microsoft 365 Apps”] 

Here are some examples of how you can leverage its capabilities: 

  • Creating Presentations: Instantly create presentations from zero or effortlessly convert your Word document into a dynamic PowerPoint presentation. 
  • Design Assistance: Enhance slide visuals and layouts with Microsoft Designer 
  • Content Generation: Request Copilot to create specific topic slides, enriched with illustrations, queries, and speaker notes. 
  • Presentation Summarization: Summarize insights, tasks, and timelines within a presentation, and cite the slides that contain the information. 
  • Editing Slides: Ask Copilot to reorganize information, replace images, reformat texts, and make your slides more engaging and customized to your needs. 
  • Guidance and Support: Get help on executing tasks in PowerPoint, discovering content, and acquiring new abilities 


If you’re wasting time contemplating how to start your writing, organizing your outline, or editing and formatting your Word Doc, Copilot can expedite the creative process.

[Download “Prompts for Common Ways to Use Copilot in Microsoft 365 Apps”] 

The following features of Copilot in Word are designed to streamline the writing process, from ideation to finalization, making it easier to produce high-quality documents efficiently. 

  • Drafting Documents: Quickly generate a first draft based on a brief prompt or detailed outline
  • Editing and Rewriting: Improve and refine existing content, including rewriting sections for clarity or a different tone
  • Summarizing Content: Create concise summaries of long documents to capture the main points
  • Research and Ideation: Use Copilot to research topics or brainstorm ideas for your content
  • Transforming Text: Convert text into tables, lists, or other structured formats
  • Referencing Files: Incorporate information from other documents into your current work


Try Copilot for Microsoft 365 Today

No matter how you use Microsoft 365 at your company, Microsoft Copilot guarantees a seamless and efficient way to achieve your daily goals at work. To improve your solutions, get in touch with a trusted Microsoft Solutions Partner like Technology Management Concepts to steer you towards fully embracing your business’s potential.  

Reach out to us for a full and tailored demo of Copilot in Microsoft 365 for your business. We will guide you through the latest and greatest features, outline how they can benefit you, and assist you in successfully implementing them in your business.

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