Copilot
Reference
Guide

Microsoft 365 Copilot

Is an AI-powered productivity tool that uses large language models (LLMs) and integrates your data with the Microsoft Graph and Microsoft 365 apps and services.

It works alongside popular Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, Teams, and more. Microsoft 365 Copilot provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills.

Learn More

Copilot Learning Hub

Plans

Get Started Training

End User Training Events

Microsoft 365 Copilot Requirements

Copilot Documentation

Downloadable Guides

Access Microsoft Copilot using any PC or Mobile browser at: Copilot Microsoft

To access either M365 Copilot or Copilot Chat, go to M365Copilot.com or download the Microsoft 365 Copilot app for Windows, iOS, and Android.

Overview Microsoft Copilot Chat Service

Copilot Chat in Edge Free

Copilot Pro 20$ Month

Introducing “Microsoft 365 Copilot Chat’ Pay as You Go

Microsoft 365 Copilot – Microsoft Adoption

Copilot Success Kit

Instructor-led training

Copilot Community

Microsoft Copilot Scenario Library: Create a custom set of Copilot Uses Cases per Industry

Examples: Scenario Library per Functional Area / Industry

Copilot is designed to benefit everyone in an organization by streamlining tasks, automating workflows, and enhancing collaboration. Its adaptability allows for customization to meet unique organizational needs, and its extendable capabilities through plugins make it a continually evolving asset that adapts to changing business landscapes.

Download Excel File: Customer Track Sheet as reference guide to control service adoption.

Forrester “Build Your Business Case for Microsoft 365 Copilot” 2023

Work Trend Index Report: “What can Copilot’s Earliest Users Teach Us About Generative AI at Work?” 2023

Work Trend Index Report: “AI at Work is Here. Now Comes the Hard Part“. 2024

AI Strategy Road Map

Prepare for Success

How to get Ready

For IT Administrators: Microsoft SharePoint Advance Management

Enterprise customers: Microsoft 365 E3 or E5

SMB: Microsoft 365 Business Premium or Business Standard

Azure Active Directory account (subject to change)

Some features (file retore, management, etc.) require a OneDrive account

WebSockets (wss://) allowed to endpoints in ID#46 in the section for Microsoft
365 Common and Office Online

Word, Excel, and PowerPoint: first available in web versions and later in Desktop

(Current Channel)
Outlook: Users need to be using the new Outlook for Windows or MacOS

Teams: Users must be using Teams desktop or the web app. Both current and new versions of Teams supported

Loop: Tenants must have Loop enabled. Learn more how to enable Loop. Manage
Loop Workspaces.

Cross-app experience depends on indexed data; tenants with the richest data get the best results.

Microsoft 365 Copilot has proven to be a potent productivity enhancer, enabling users to save time, increase productivity, and express themselves more creatively by leveraging the organizational knowledge within the Microsoft Graph.

For many organizations using Copilot, not all of their data lives within Microsoft 365, nor do their apps and business workflows live exclusively within Microsoft 365. Extending Microsoft Copilot tailors Copilot to the organization’s data, apps, and workflows.

When deciding on your approach to AI development, you have various options, such as Microsoft 365 Copilot extensibility and Azure AI solutions. This section in this guide, helps you navigate these options for Microsoft 365, ensuring you find the best solution for your specific needs and goals.

Reference Documentation

Developer Site

Custom Engine Copilot Documentation

Microsoft Copilot Extensibility

Message Extensions

Microsoft Graph Connectors

Build your own Agent using Microsoft Copilot Studio (from GitHub)

Guidelines for Human-AI Interaction: Best Practices

Building Agents for Microsoft 365 Copilot Extensibility

Agents

Copilot Studio Agent

Builder User Guide

Reference Documentation

Agents Overview

Custom engine Agents overview

Copilot extensions developer website

Copilot Developer Camp

Workshop for professional developers who want to learn how to build Copilot Agents for Microsoft 365 Copilot.

Copilot Studio

Microsoft Copilot Studio is a low-code tool for building and customizing conversational AI copilots for various scenarios and channels. It enables users to enhance their agent’s ability to answer questions, design actions, access data, and manage and govern their agents. The platform supports integration with Microsoft 365 applications and services, allowing users to deploy agents directly to applications like Microsoft Teams, SharePoint, and Business Chat.

Microsoft Copilot Studio Overview

Prompts are how you ask Copilot for Microsoft 365 do to something for you …

Reference Guide

How Microsoft Use Prompt Data

Prompts to Try in Copilot Lab

Copilot Prompt Gallery

Copilot Prompt Gallery (previously known as Copilot Lab) is a platform designed to help users get started with the art of prompting and assist organizations with onboarding and adoption by providing a single experience that meets Copilot users where they are in their journey. It offers a consolidated space where users can access training videos, ready-made prompts, and other resources to maximize their Copilot experience. The platform is part of Microsoft’s broader initiative to enhance productivity tools and applications by integrating advanced AI capabilities.

Copilot Prompt Gallery: Start your Copilot Journey

Prompt Buddy

The Prompt Buddy app provides a space in Microsoft Teams for your team or organization to share and discover favorite AI prompts. It comes preloaded with Microsoft Copilot and other categories, and you can add your own AI apps.

Powerapps Application

Prompt Buddy Guide from GitHub

Copilot in Microsoft 365 Roadmap

Copilot Updates from the Community

Copilot News

College students can get Microsoft Copilot in Microsoft 365 apps free for three months 12/05/2025
United States-based college students can now sign up for a free trial of our Microsoft 365 Personal subscription which comes with Copilot. The post College students can get Microsoft Copilot in Microsoft 365 apps free for three months appeared first on Microsoft 365 Blog.
Bryan Rognier
Empowering multi-agent apps with the open Agent2Agent (A2A) protocol 07/05/2025
We’re announcing support for Agent2Agent (A2A) interoperability in Azure AI Foundry and Microsoft Copilot Studio. The post Empowering multi-agent apps with the open Agent2Agent (A2A) protocol appeared first on Microsoft 365 Blog.
Yina Arenas and Bas Brekelmans
What’s new in Copilot Studio: April 2025 30/04/2025
Computer use, connectors, customer managed keys, and more. The post What’s new in Copilot Studio: April 2025 appeared first on Microsoft 365 Blog.
Omar Aftab
Microsoft 365 Copilot: Built for the era of human–agent collaboration 23/04/2025
Copilot is now your window into the world of agents, with new capabilities that lay the foundation for this next phase. The post Microsoft 365 Copilot: Built for the era of human–agent collaboration appeared first on Microsoft 365 Blog.
Colette Stallbaumer
Introducing Researcher and Analyst in Microsoft 365 Copilot 26/03/2025
Introducing two, first-of-their-kind reasoning agents in Microsoft 365 Copilot. The post Introducing Researcher and Analyst in Microsoft 365 Copilot appeared first on Microsoft 365 Blog.
Jared Spataro
New live chat in Microsoft Teams: Connecting customers and businesses effortlessly 17/03/2025
Introducing Live chat in Teams, a new way for small businesses to connect with customers, vendors, and partners. The post New live chat in Microsoft Teams: Connecting customers and businesses effortlessly appeared first on Microsoft 365 Blog.
Brenna Robinson
New sales agents accessible in Microsoft 365 Copilot help teams close more deals, faster 05/03/2025
Our ambition is to empower every employee with a Copilot and transform every business process with agents. We’re announcing two new agents that apply this ambition to sales—the revenue engine for every business—and can be used right in the flow of work. The post New sales agents accessible in Microsoft 365 Copilot help teams close […]
Jared Spataro
What’s new in Copilot Studio: February 2025 03/03/2025
In this edition of our monthly roundup, we're recapping new features in Microsoft Copilot Studio for customers, released in February 2025. The post What’s new in Copilot Studio: February 2025 appeared first on Microsoft 365 Blog.
Omar Aftab

Copilot
Reference
Guide

Microsoft 365 Copilot

Learn More

Copilot Learning Hub

Copilot Documentation

Downloadable Guides

Copilot Architecture

Microsoft 365 Copilot Adoption

Microsoft 365 Copilot – Microsoft Adoption

Copilot Success Kit

Instructor-led training

Copilot Community

Microsoft Copilot Scenario Library: Create a custom set of Copilot Uses Cases per Industry

Prepare for Success

How to get Ready

Copilot Extensibility

Microsoft 365 Copilot has proven to be a potent productivity enhancer, enabling users to save time, increase productivity, and express themselves more creatively by leveraging the organizational knowledge within the Microsoft Graph.

For many organizations using Copilot, not all of their data lives within Microsoft 365, nor do their apps and business workflows live exclusively within Microsoft 365. Extending Microsoft Copilot tailors Copilot to the organization’s data, apps, and workflows.

When deciding on your approach to AI development, you have various options, such as Microsoft 365 Copilot extensibility and Azure AI solutions. This section in this guide, helps you navigate these options for Microsoft 365, ensuring you find the best solution for your specific needs and goals.

Building Agents for Microsoft 365 Copilot Extensibility

Agents

Copilot Studio Agent

Builder User Guide

Reference Documentation

Agents Overview

Custom engine Agents overview

Copilot extensions developer website

Copilot Developer Camp

Copilot Studio

Prompting in Copilot

Prompts are how you ask Copilot for Microsoft 365 do to something for you …

Copilot Prompt Gallery

Prompt Buddy

Update Channel

Copilot in Microsoft 365 Roadmap

Copilot Updates from the Community

Copilot News

Tres Seis Cinco Newsletter

“Tres Seis Cinco” March newsletter. Stay informed with the latest updates, upcoming events, and valuable resources.

CopilotReference Guide

Downloadable Guides

Copilot Architecture

Microsoft 365 Copilot Adoption

Microsoft Copilot Scenario Library: Create a custom set of Copilot Uses Cases per Industry

Prepare for Success

Copilot Extensibility

Microsoft 365 Copilot has proven to be a potent productivity enhancer, enabling users to save time, increase productivity, and express themselves more creatively by leveraging the organizational knowledge within the Microsoft Graph.

For many organizations using Copilot, not all of their data lives within Microsoft 365, nor do their apps and business workflows live exclusively within Microsoft 365. Extending Microsoft Copilot tailors Copilot to the organization’s data, apps, and workflows.

When deciding on your approach to AI development, you have various options, such as Microsoft 365 Copilot extensibility and Azure AI solutions. This section in this guide, helps you navigate these options for Microsoft 365, ensuring you find the best solution for your specific needs and goals.

Building Agents for Microsoft 365 Copilot Extensibility

Agents

Builder User Guide

Reference Documentation

Copilot Studio

Prompting in Copilot

Prompts are how you ask Copilot for Microsoft 365 do to something for you …

Copilot Prompt Gallery

Prompt Buddy

Update Channel

Copilot Updates from the Community

“Tres Seis Cinco” March newsletter. Stay informed with the latest updates, upcoming events, and valuable resources.

Copilot
Reference
Guide