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Copilot for Microsoft 365

Have you ever wished to have a smart assistant that could help with your work tasks?

Copilot for Microsoft 365 helps you achieve that dream by helping you write documents, create presentations, or even assist with your emails.

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What is Copilot for Microsoft 365?

Microsoft Copilot is a new artificial intelligence (AI) product that combines the power of large language models (LLMs) with in-house enterprise data generated by the Microsoft Graph and Microsoft 365 applications.

Microsoft Copilot works alongside popular Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, Teams, and more. It provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills. You can use natural language conversations to ask Copilot questions, request suggestions, or generate content from your data.

Microsoft Copilot is designed to be a companion that works with you to help you achieve your goals. Early data from a Microsoft study shows the impact of Copilot on productivity, creativity, and time.

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70

said they were more productive

29

faster overall when searching, writing, and summarising

4 times

faster catching up on a missed meeting

77

said they didn’t want to give it up

Our Microsoft accreditations

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Explore what’s possible with Copilot and drive adoption

Copilot for Microsoft 365 empowers you to achieve tasks more efficiently, harnessing the capabilities of AI to enhance your creativity and streamline your work. It collaborates with you to help summarise critical information and action items within Microsoft Teams, draft new documents in Word, facilitate quick responses in Outlook, design impressive presentations in PowerPoint, and more.

Promoting the adoption of Microsoft Copilot is a bespoke process that shares similarities with adopting any technology; it revolves around human-centric actions. Our team of Copilot Specialists provide support for the everyday applications your organisation relies on, enabling and empowering your teams in various areas, including:

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Microsoft 365 Chat

Harness the potential of AI alongside your work data and applications to unlock your creative abilities, enhance productivity, and elevate your skills.

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Copilot in Teams

Enhance the effectiveness of your meetings, catch up on conversations, and consolidate everything within Teams.

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Copilot in Outlook

Start emails swiftly, create summaries, and manage lengthy emails with ease.

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Copilot in Word

Commence a draft, add to existing documents, rework text, generate summaries, or engage in a conversation with Copilot.

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Copilot in PowerPoint

Craft new presentations, organise and summarise existing ones, and more.

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Copilot in Excel

Delve deeper into your data, unearth insights, generate formulas, and more.

Phoenix are one of a small number of partners globally with access and capabilities to deliver a range of both fully-funded and chargeable Copilot for Microsoft 365 workshops across public and private sector organisations. Book your free one-to-one call today to start your Copilot readiness and adoption journey.

Who is Copilot for Microsoft 365 for?

In short, Copilot for Microsoft 365 is for everyone. But we know that everyone is unique, whether doing a specific role or a mix of roles within an organisation.

Some of the key areas and users are:

Business users have the responsibility of advancing the organisation’s mission through human connections, robust tools, and navigating continually evolving business models. Technology can be a valuable ally in this.

Champions are the driving force behind engagement and business transformation. They blend their technical expertise with empathetic interpersonal skills to facilitate meaningful change by promoting and assisting their colleagues in embracing modern technology.

Developers play a pivotal role in creating people-centric, cross-platform productivity experiences that extend the reach of Microsoft 365 even deeper within your organisation. They spearhead integrations that fuel the development of the new modern workplace and inspire the future of work.

By enabling robust cloud solutions, IT professionals contribute to providing an always-available modern workplace, enabling your organisation to achieve superior results.

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Copilot for Microsoft 365 technical readiness

To utilise Copilot for Microsoft 365, organisations must satisfy certain technical prerequisites and have specific features activated.

Both our Copilot Specialists and Technical Consultants will collaborate with you to offer guidance on best practice for configuring permission policies and specifics on administrative controls. This also includes change management, adoption strategies, security, privacy, compliance, and data residency. This is aimed at helping your organisation make the necessary preparations and accelerate your AI journey.

Our Copilot Specialists will collaborate with you to offer guidance and best practice around change management and adoption strategies aimed at helping your organisation make the necessary preparations and accelerate your journey.

Our Technical Consultants and subject matter experts will work alongside your organisation to identify Microsoft 365 Security and Compliance requirements, developing a roadmap to preparing your environment for Copilot adoption.

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Ethical and responsible AI

Copilot for Microsoft 365 is dedicated to promoting responsible AI practices. Responsible AI entails the design, development, and deployment of AI in a manner that encompasses ethical, legal, and societal considerations. This involves assessing the potential for unintended consequences, maintaining transparency in decision-making processes, and upholding privacy. Responsible AI also necessitates building trust, ensuring accountability, and preventing discrimination based on attributes such as race, gender, or other protected characteristics.

Copilot for Microsoft 365 introduces the Semantic Index for Copilot, an innovative approach that ensures alignment between AI models and your data and preferences. The Semantic Index for Copilot functions as a comprehensive map of your user and company data, identifying relationships and making crucial connections. It collaborates with the Copilot System and the Microsoft Graph to create an intricate map of all the data and content within your organisation. This empowers Copilot for Microsoft 365 to provide tailored, pertinent, and actionable responses.

This gives you control over your data privacy and security settings, allowing you to select which data sources you wish to utilise with Copilot and determine your preferred sharing settings.

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Copilot for Microsoft 365 FAQs

Copilot for Microsoft 365 is a smart assistant that uses natural language processing and artificial intelligence to help you with your work tasks. Copilot can understand your commands, queries, and feedback, and provide relevant suggestions, insights, and actions within the Microsoft 365 Apps. Copilot can also generate high-quality text, data, and content based on your needs and preferences.

To start using Microsoft Copilot for Microsoft 365 in your organisation, you need to follow three main steps:

  1. Check the prerequisites and make sure that your organisation is ready for Copilot for Microsoft 365
  2. Assign your users the necessary licences
  3. Send an email to your users introducing Microsoft Copilot for Microsoft 365 and its features

You can do all three steps using the Microsoft Copilot for Microsoft 365 setup guide in the Microsoft 365 admin centre.

If you can access Copilot for Microsoft 365, you can simply switch it on within any of the integrated Microsoft apps. Find the Copilot icon on the ribbon menu for the app and click it to activate the service. Some Copilot experiences will launch Copilot automatically on your apps.

To use Copilot, your organisation must meet some technical requirements and have some features enabled. Our team can guide you through this process, sharing best practice about setting permissions policies, details about admin controls, change management, adoption, security, privacy, compliance, and data residency.

To be eligible, enterprise customers must have a licence for Microsoft 365 E3, E5, F1, F3, or Office 365 E1, E3, or E5.

Business customers must be licensed for Microsoft 365 Business Basic, Business Standard, or Business Premium to be eligible.

Education customers must have a licence for Microsoft 365 A3 or Microsoft 365 A5 for faculty and should contact their Microsoft sales representative to purchase.

Consumers are not currently eligible to purchase Copilot for Microsoft 365.

Please note that Teams-integrated features require a Teams licence.

Get in touch

If you are interested in finding out more about Copilot for Microsoft 365 and how it could work for you and your organisation, book your free one-to-one call with one of our specialists by using the booking form.

Alternatively, please email us at [email protected] or call 01904 562200 and one of our specialists will be in touch to discuss your requirements.