Microsoft 365 Copilot

Your AI assistant integrated into Word, Excel, PowerPoint, Outlook, Teams, and more, helping you work efficiently by automating tasks, generating content, and providing insights.

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How M365 Copilot Works

Users interact with Copilot through prompts within their familiar Microsoft 365 apps. Copilot processes these prompts using powerful Large Language Models (LLMs) – advanced AI algorithms that understand, summarize, predict, and generate content.

Crucially, Copilot utilizes content from the Microsoft Graph (your work emails, chats, documents) to personalize responses, ensuring relevance to your tasks while respecting user permissions. Only data you have access to is used.

The result is real-time, AI-generated information grounded in both web content and your specific work context, delivered directly within the apps you use every day.

Copilot Features Across Microsoft 365 Apps

Word

  • Draft text with/without formatting
  • Use Word files for grounding data
  • Chat: Create content, summarize, ask questions, light commanding

PowerPoint

  • Draft new presentations from prompt or Word file (using templates)
  • Use PowerPoint files for grounding data
  • Chat: Summary and Q&A
  • Light commanding: Add slides, pictures, deck-wide formatting

Excel

  • Get suggestions for formulas, chart types
  • Gain insights about data in your spreadsheet

Loop

  • Create content that can be collaboratively improved through direct editing

Outlook

  • Get coaching tips (clarity, sentiment, tone)
  • Summarize email threads quickly
  • Draft emails pulling from other M365 content

Teams

  • Chat: Summarize up to 30 days of chat content
  • Meetings: Answer questions using real-time transcript (within tenant)
  • Calls (VoIP/PSTN): Capture key points, task owners, next steps

Whiteboard

  • Generate ideas using natural language
  • Organize ideas into themes
  • Create designs based on ideas
  • Summarize whiteboard content

OneNote

  • Draft plans, generate ideas, create lists
  • Organize information to help find what you need

Forms

  • Draft questions and suggestions to help create surveys, polls, etc.

WinMethods Expertise

Team WinMethods has the experience and expertise to deploy Microsoft 365 Copilot effectively in your organization and provide the ongoing support needed to maximize its benefits.

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See Copilot in Action

Ready to Boost Productivity?

Discover how Microsoft 365 Copilot can transform the way your team works. Contact WinMethods to book a personalized demo.