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Microsoft 365 Copilot

Put Copilot to work for you

Get tips and tricks on how to use Copilot so your team can focus on the work that matters most.
OVERVIEW

Getting more with Copilot

Learn how to track progress and business results with Copilot—and how you can tailor Copilot for your needs.
Resources by role

Increase impact with role-based training

Empower team members by taking advantage of role-specific training and benefits. Encourage department leads and AI champions to facilitate role-specific training sessions and use real scenarios to showcase the practical benefits of Copilot in daily work.
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Make a sales pitch

Simplify administrative tasks, research, and planning—so sellers can focus on their customers and winning new deals.

Prepare for the discovery session

Collaborate with your team and use Copilot in Loop to generate ideas.

Research the company

Use Business Chat to get a summary of the account, pulling in CRM insights with Copilot for Sales.

Review interactions

In Business Chat, ask Copilot to create notes prior to the meeting using email threads to understand what the customer needs.

Update the sales presentation 

Use Copilot in PowerPoint to create a customized deck using relevant customer details.

Summarize the meeting

Review the meeting recap from Copilot in Microsoft Teams for key points and action items.

Create the proposal

Use Copilot in Word to draft a proposal with information from the customer meeting.
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HOW-TO VIDEOS

Strengthen skills with ongoing learning

Achieve AI-powered productivity and go beyond the basics with Copilot. Learn how to use Copilot to help improve meetings, draft documents, create engaging presentations, and generate data-driven insights and analyses.
COPILOT DASHBOARD

Measure your impact

Understand how people are using Copilot—and get insights and resources to drive greater adoption—in the admin center and Microsoft Copilot Dashboard.

Understand readiness

Explore the Readiness tab to see how many people are using key Microsoft 365 apps where Copilot is available, plus track the number of active and eligible licenses in your plan.
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CUSTOMIZATION

Enhance and optimize Copilot for your needs

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Tailor Copilot to your business

Connect more deeply to your business data, apps, and workflows outside of Microsoft 365 using out-of-the box Copilot connectors and pre-built agents. Or build your own agents with the Microsoft Copilot Studio.1

Next steps

Discover additional Copilot resources

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Begin your Copilot journey

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Top 10 prompts to try

Value perception percentage

The art and science of working with AI

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How Copilot turns everyone into a manager

  1. [1]
    Copilot Studio authoring capabilities in Microsoft 365 are processed by the Copilot Studio service, and data provided to such authoring capabilities including Microsoft 365 data, meta prompts, instructions, and configurations are subject to Copilot Studio terms and Azure compliance commitments. Learn more
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