Meet Your New Favorite Co-worker: Copilot for Microsoft 365

By Anna Donnelly, Services Product Manager
10/30/2023

This blog post was co-authored by Anna Donnelly and Joe Flynn.

Copilot for Microsoft 365 is the “everyday AI” you’ve been waiting for. Keep reading to learn more about how this innovative tool from Microsoft is sure to be a game changer for the modern work day.

It’s no secret that AI is transforming modern work. It’s already changing the ways we find information, understand data and create content — and it’s capable of empowering productivity enhancements across every role within an organization.

Copilot for Microsoft 365 offers users the ability to unlock new levels of productivity by bringing the power of AI to their day-to-day work across different Microsoft 365 applications. Think of Copilot as your AI-powered assistant, there to help you navigate any task in Microsoft 365 productivity apps. It securely incorporates AI capabilities, your work data and what you are working on in real time to be able to assist on the task at hand.

In this way, Copilot works alongside you, helping you get things done faster and easier. In Outlook, get assistance drafting emails and summarizing long threads. In PowerPoint, give yourself a better starting point for drafting presentations by providing Copilot with a file that it can use to create slide content. In Teams, let Copilot take meeting notes for you, catch you up on conversations you might have missed, summarize action items and more.

Copilot's capabilities across Microsoft 365 at a glance

Teams

  • Have more effective meetings.
  • Catch up on chat conversations.
  • Easily recap meeting and list tasks.
  • Find information faster.

Outlook

  • Start emails quickly.
  • Generate a summary.
  • Catch up on long emails easily. 

Word

  • Start a draft.
  • Add to an existing document.
  • Rewrite text.
  • Generate a summary.​

Loop

  • Create and collaborate in real time.

PowerPoint

  • Create presentations.
  • Organize slides.
  • Summarize presentations. 

Excel

  • Analyze data and identify insights.
  • Generate formulas. 

OneNote

  • Summarize your notes.
  • Create a to-do list.
  • Design a plan.

Whiteboard

  • Brainstorm.
  • Organize content.
  • Summarize content.


If you’re interested in learning more about what’s possible with Copilot, check out this webcast.

The tech behind Copilot

Now that we know a little about what Copilot can do, let’s talk about how Copilot works. First things first, one of the biggest benefits of Copilot for Microsoft 365 is that it gives you the power of next-generation AI without the risk of having your data exposed outside your organization. All data and prompts stay within your environment and all permissions and policies are inherited from Microsoft 365 — meaning your end users will not see any information they don’t already have access to, and your data is secure.

Copilot for Microsoft 365 sends prompts to a Large Language Model (LLM) for natural language processing only and uses Microsoft Graph along with the recently released Semantic Index for Copilot to provide responses. Semantic Index for Copilot is key to why Copilot for Microsoft 365 is able to provide more privacy and security than other AI assistants. To learn more about Semantic Index for Copilot, watch this video from Microsoft.

Copilot-readiness checklist

To get started with Copilot, your organization will need to meet minimal technical requirements and have certain features enabled. Here’s what you should know about technical prerequisites and availability:

  • On Nov. 1, licensing will be available through the Microsoft Enterprise Agreement (EA) to customers with at least 500 Microsoft 365 E3 or E5 seats deployed and more than 50% active monthly usage across Microsoft 365 productivity apps.
  • Microsoft has only announced availability for enterprise clients. Licensing is still unavailable for customers on commercial, government, education and not-for-profit licensing.
  • Retail price of Copilot for Microsoft 365 is $30 per user, per month, and purchases must be transacted through your licensing partner.
  • To take full advantage of everything Copilot for Microsoft 365 has to offer, your end users need to be on the current update channel for Microsoft 365 productivity apps and should be using the new versions of both Outlook and Teams.

Keep in mind, this checklist just covers the minimum requirements for running Copilot for Microsoft 365. Even if you check off everything on this list, your organization might still have a way to go before it’s truly Copilot-ready. Here are some things to think about to prepare your organization for Copilot for Microsoft 365:

  • Is your data estate prepared?
  • What security, privacy and compliance concerns exist?
  • Do you know the Copilot use cases for your organization?
  • Are you prepared to support Copilot for Microsoft 365, and are your end users prepared to adopt this rapidly changing technology?

Get ready for Copilot for Microsoft 365 with support from Insight.

If you want to incorporate Copilot into your enterprise but you’re not sure where to start, Insight is here to help. Our 30+ year partnership with Microsoft is founded on a commitment to helping clients transform with Microsoft technologies. Our dedicated team of experts can help you prepare for and adopt Copilot, maximizing the benefits it brings to your organization.


Offerings and eligibility are continuously evolving and may have changed since the publish date of this content. Please reach out to our team with any questions.

Transform modern work with Insight and Copilot for Microsoft 365. Learn more about how Insight can help your organization get the most out of this groundbreaking productivity tool.