Microsoft 365 Copilot Chat
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Copilot Chat User Training Guide
A practical guide to help you get started with Microsoft 365 Copilot Chat, covering how to access, navigate, and use Copilot Chat effectively to boost productivity.
Copilot Chat is an AI-powered assistant built into Microsoft 365. It leverages the latest AI models and data from the web to help you with everyday work tasks. Unlike consumer AI tools, Copilot Chat is enterprise-ready: your data is protected, nothing from your chat conversations is exposed to the public or used to train external models. It is included with your Microsoft 365 subscription at no additional cost.
Easy access wherever you work
Copilot Chat is available across your platforms including your web browser, the Microsoft 365 Copilot mobile app, the Edge browser sidebar, Microsoft Teams, and Outlook
Drive digital transformation
Adopt AI confidently with a tool that’s secure, and designed for your organisation’s needs.
Save time and increase productivity
Get quick, consolidated answers to your questions. Instantly summarise emails, documents, or meetings, and generate drafts or reports in seconds.
Personalized, secure assistance
Copilot Chat uses your work context to deliver relevant results, while keeping your data protected and private.
Agents in Copilot Chat are AI-powered tools that can handle complex processes for you, like managing projects, performing compliance checks, or onboarding new hires. You can create custom agents or use templates, connecting them to your organisation’s data for even greater productivity. To get started, select “Create an agent” in Copilot Chat and follow the prompts.
Automate Tasks with Agents
Go to M365Copilot.com and sign in with your work account.
You can also access Copilot Chat in the Microsoft Teams app or the Microsoft Edge browser sidebar by selecting the Copilot icon.
It is included with your Microsoft 365 subscription at no additional cost.
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Copilot Prompt Dos and Don’ts
A concise reference outlining best practices and common mistakes when crafting prompts for Microsoft Copilot, designed to help users get the most accurate and useful results.
Microsoft 365 Copilot Chat Scenario Library
An extensive library of real-world use cases and scenarios demonstrating how Microsoft 365 Copilot Chat can be applied across industries and business functions to drive value and productivity.
Copilot Chat Mobile App
The Microsoft 365 Copilot mobile app brings AI-powered chat assistance to your iOS or Android device, enabling you to plan, create, and get answers on the go, fully integrated with your Microsoft 365 account.
*Make sure you’re signed into your work account on your browser.
by typing your question or task in the prompt box. Use plain but clear language and provide context for the best results.
Try sample prompts or create your own. Explore examples by selecting “View prompts” next to the prompt box in Copilot Chat.
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*Make sure you’re signed into your work account on your browser.
Welcome to a new era of productivity and creativity at work
Be clear and specific:
Provide details about your request, such as topic, purpose, tone, and required length.
Give examples:
When asking Copilot to write or create, include keywords or phrases to guide the AI.
Check for accuracy:
Always review Copilot’s responses for correctness and relevance.
Experiment and learn:
There are no ‘wrong’ prompts, try different approaches and see what works best for you.
Upload files for context:
Use the “Add content” button to let Copilot reference your documents, presentations, or spreadsheets.
Let’s Copilot Chat is a fun, interactive way to explore the power of AI in Microsoft 365. This gamified experience makes learning easy and enjoyable, with role-based, bite-sized modules designed for everyone in your organisation.
After a quick onboarding, you’ll receive personalised microlearnings and practical prompts that help you learn by doing. Plus, you’ll get regular tips, real-world examples, and curated prompts straight to your inbox.
Available in English, Dutch, French, German, Italian, Spanish, Swedish, Danish and Norwegian.
*Please note the following: