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Microsoft 365 Copilot: What You Need to Know

Microsoft 365 Copilot: What You Need to Know

Within digital tools and technology, Microsoft maintains its position as a frontrunner in offering inventive solutions that augment office efficiency and cooperation. Microsoft 365 Copilot, an AI-powered assistant intended to simplify repetitive processes and empower users within the Microsoft 365 ecosystem, is one of its newest products. Since its November 1, 2023 launch, Microsoft 365 Copilot has become increasingly popular among business clients to transform how people work and engage with technology.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is an AI-powered assistant that works in unison with Microsoft 365 apps and material in Microsoft Graph, such as documents, chats, emails, and more. It uses large language models (LLMs) and generative artificial intelligence (AI) to help people create and edit text and images more effectively. Copilot, first unveiled on March 16, 2023, and showcased at Enterprise Connect 2023, is intended to assist customers by offering thoughtful suggestions and recommendations customized to their unique tastes and situations.

Requirements of Microsoft 365 Copilot

It’s essential to comprehend the requirements for Microsoft 365 Copilot’s implementation before delving into its features. To take advantage of Copilot’s capabilities, organizations need to fulfill several requirements:

  • Microsoft 365 E3 or E5 subscription, plus a separate Copilot license cost.
  • A minimum order of 300 seats on Copilot subscriptions, ensuring scalability for enterprise customers.
  • Installation of Microsoft 365 Apps for Business to enable smooth Copilot integration.
  • Utilization of Microsoft Entra ID (formerly Azure Active Directory) accounts for user authentication and access control.
  • Compatibility with the new Outlook email and calendar application, ensuring comprehensive coverage across Microsoft 365 applications.
  • Compatibility with the recently released Outlook calendar and email app, guaranteeing thorough integration with all Microsoft 365 apps.
  • User devices must align with the Monthly Enterprise Channel or the Current Channel to use Copilot capabilities.

Benefits of Microsoft 365 Copilot

Microsoft 365 Copilot provides numerous advantages to businesses of various kinds. Let’s examine a few of the main benefits:

Time-saving features

The ability of Microsoft 365 Copilot to automate tedious operations frees up users’ time for more strategic endeavors, which is one of its main advantages. Copilot uses AI algorithms to improve workflows and efficiency for various tasks, including creating reports, writing emails, and setting up meetings.

Improved productivity

Microsoft 365 Copilot makes teamwork simple and easy to understand. Regardless of where team members are located, Copilot enables efficient communication and collaboration when they are working on documents concurrently in real time or virtually through Teams.

How to Use Microsoft 365 Copilot

Beginning to use Microsoft 365 Because of Copilot’s user-friendly interface and easy connection with pre-existing Microsoft 365 applications, the process is effortless. Here’s a detailed tutorial on making the most of Copilot:

  • Purchase a subscription plan that offers Copilot to ensure you have access. Remember that subscriptions must meet the minimum seat requirement.
  • Turn on Copilot for use in the company’s IT infrastructure, ensuring it works with user authentication systems and Microsoft 365 Apps for business.
  • Copilot can easily be integrated with Word, Outlook, PowerPoint, Excel, Teams, and OneNote as part of regular processes.
  • Examine numerous applications’ many features and functionalities, from data analysis and collaboration to content creation and summary.
  • To maximize Copilot’s usefulness and efficacy, adjust its settings to correspond with user workflows and organizational preferences.

How Microsoft 365 Copilot Works

Microsoft 365 Copilot’s functionality is supported by an intricate workflow that entails multiple crucial steps:

  • Input Prompt: When using a program like Word or PowerPoint, users can express their needs or desired results by responding to an input prompt.
  • Preprocessing: By anchoring the input prompt, Copilot improves its specificity and applicability to the current job.
  • Processing: The Large Language Model (LLM) receives the processed prompt and uses sophisticated AI algorithms to evaluate the input and produce a response.
  • Postprocessing: Copilot adds more grounding calls to Microsoft Graph, conducts responsible AI checks, and examines security, compliance, and privacy in the answer.
  • Delivery of the Final Response: Users can examine and evaluate the generated material, comments, and recommendations when the final response is returned to the application.

Extending Microsoft 365 Copilot to Other Apps

Although Microsoft 365 Copilot primarily functions inside the Microsoft 365 environment, there are several ways it can be expanded to include external tools and services:

  • Creating Plugins: Businesses can make plugins to extend Copilot’s functionality beyond the Microsoft ecosystem by allowing it to communicate directly with data, apps, and services from third parties.
  • Linking to External Data Sources: Copilot can link to external data sources to obtain more information and improve its responses, making them more relevant and helpful to users.
  • Integration: Copilot’s smooth integration with Microsoft Graph Connector allows it to include outside data in Copilot answers and other Microsoft 365 experiences, such as content suggestions and searches.

Data, Privacy, and Security for Microsoft 365 Copilot

When implementing Microsoft 365 Copilot, Microsoft places a high priority on data privacy and security, making sure that user data is safeguarded and managed appropriately. Here are some crucial things to remember:

  • User Permissions: To guarantee restricted access to data and content, Copilot complies with current user permissions and access controls when operating inside the Microsoft 365 service border.
  • Encryption and Compliance: Microsoft protects the confidentiality and integrity of customer content by using encryption and compliance mechanisms that comply with industry standards and legal requirements.
  • Responsible AI: To avoid inadvertent biases, mistakes, or improper data use, Copilot implements responsible AI checks. This ensures that its operations are fair, transparent, and accountable.
  • Customer Data Ownership: Users maintain ownership of their data and content, allowing them to decide how it is used and shared. Microsoft does not claim ownership of the output produced by Copilot.

Pricing Options

Microsoft provides Microsoft 365 customers with customizable price plans that include access to Microsoft 365 Copilot. Businesses can select from a range of subscription packages depending on their unique needs—such as the quantity of customers, features they want, and extra services. Usually, pricing is based on the size of the company and the required level of functionality.

Pros and Cons of Microsoft 365 Copilot

Even though Microsoft 365 Copilot has several advantages, it’s important to take into account both its advantages and disadvantages:


  • Streamlines workflows and automates repetitive tasks
  • Increases productivity through intelligent suggestions and recommendations
  • Facilitates seamless collaboration among team members
  • Integrates seamlessly with existing Microsoft 365 applications
  • Continuously learns and improves over time


  • Requires an active subscription to Microsoft 365
  • Reliance on AI algorithms may lead to occasional inaccuracies or errors
  • Limited customization options for advanced users


With Microsoft 365 Copilot, AI-powered productivity tools have advanced significantly, providing businesses with a potent option to streamline workflows, increase output, and promote teamwork. With the assistance of STM IT Solutions, companies can use Microsoft 365 Copilot to optimize their processes, make data-driven choices, and maintain a competitive edge in the current business environment.


What is the difference between Microsoft Copilot and Microsoft 365 Copilot?

Microsoft Copilot is a separate AI-powered tool developed by OpenAI. In contrast, Microsoft 365 Copilot is designed to integrate with the Microsoft 365 ecosystem, offering tailored features and functionalities to enhance productivity within those applications.

Does Microsoft 365 Copilot use GPT-4?

According to the latest information, Microsoft 365 Copilot utilizes advanced AI and machine learning technologies, but it’s not confirmed whether it specifically utilizes GPT-4 or other models.

Is Microsoft 365 Copilot included in all Microsoft 365 subscriptions?

Microsoft 365 Copilot is typically included in most Microsoft 365 subscriptions, but the specific features and availability may vary depending on the organization’s chosen subscription plan.

How do I get started using Microsoft 365 Copilot?

To start with Microsoft 365 Copilot, users simply need to activate the feature within their Microsoft 365 applications, such as Outlook or Teams. From there, Copilot will provide personalized recommendations and automate tasks based on user behavior and preferences.

Is there a free trial available for Microsoft 365 Copilot?

Microsoft occasionally offers free trials for select features or services within Microsoft 365. Still, the availability of a free trial for Microsoft 365 Copilot may vary depending on promotional offers and regional availability. It’s recommended to check the official Microsoft website or contact Microsoft support for the most up-to-date information on trial options.

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