AI/ML, Azure, Cloud Computing

4 Mins Read

Harness the Power of AI with Microsoft 365 Copilot


In today’s fast-paced digital world, businesses and organizations rely heavily on efficient collaboration and productivity tools to streamline their operations. Microsoft 365 (M365), formerly known as Office 365, has emerged as one of the leading solutions for companies looking to enhance their productivity and collaboration capabilities. However, navigating the vast array of applications and features within M365 can sometimes be overwhelming.

Microsoft Copilot

Microsoft Copilot is an intelligent, AI-driven platform developed by Microsoft to guide users through their Microsoft 365 journey effectively. It acts as a virtual companion, providing personalized recommendations, step-by-step guidance, and actionable insights to help users maximize their productivity within the Microsoft 365 suite.


  • Cloud Migration
  • Devops
  • AIML & IoT
Know More

Top Features of Microsoft Copilot

  • Personalized Onboarding: When organizations adopt Microsoft 365, they often face challenges during the onboarding process. Microsoft Copilot addresses this by offering personalized onboarding assistance tailored to individual users’ roles and needs. It ensures that employees quickly become familiar with the applications that are most relevant to their tasks.
  • Real-time Recommendations: Microsoft Copilot leverages artificial intelligence and machine learning to analyze user behaviour and provide real-time recommendations. Whether it’s suggesting useful shortcuts in Microsoft Word or advising on the best way to organize tasks in Microsoft Planner, the Copilot consistently delivers relevant tips to enhance productivity.
  • Troubleshooting Made Easy: Technical issues can disrupt workflows and cause frustration. Microsoft Copilot acts as a troubleshooter, guiding users through problem-solving steps and offering solutions to common M365-related problems. It reduces downtime and empowers users to resolve issues swiftly.
  • Enhanced Security and Compliance: Microsoft Copilot plays a critical role in helping organizations maintain a secure and compliant environment. By providing best practice recommendations and assisting with compliance-related tasks, Copilot ensures that sensitive data remains protected and adheres to relevant regulations.
  • Training and Skill Development: Continuous learning is essential to stay ahead in the digital world. Microsoft Copilot offers training modules and interactive tutorials to help users develop their skills and take full advantage of Microsoft 365’s capabilities. This fosters a culture of continuous improvement within organizations.

How to Access Microsoft Copilot

Microsoft Copilot is integrated seamlessly into the Microsoft 365 suite, making it easily accessible to users. The tool can be accessed through the Microsoft 365 interface, and users can interact with it through chat-based interactions or a virtual assistant-style interface.

Guide to use Microsoft 365 Copilot

Using Microsoft 365 Copilot is a straightforward process that can greatly enhance your team’s collaboration and productivity. Here’s a step-by-step guide on how to use Microsoft 365 Copilot effectively:

Step 1: Access Microsoft 365 Copilot

Ensure that you have an active Microsoft 365 subscription that includes Copilot. Log in to your Microsoft 365 account using your credentials.

Step 2: Familiarize Yourself with the Interface

Once logged in, take a few moments to explore the Copilot interface. Familiarize yourself with the different sections, menus, and features available.

Step 3: Create a Team

You’ll need to create a team. Click on the “Create Team” or similar option and provide a name and description for your team. You can also invite team members by entering their email addresses or selecting them from your Microsoft 365 contacts.

Step 4: Customize Channels and Settings

Within your team, you can create channels based on different topics or projects. Customize the channels according to your team’s needs and preferences. You can also adjust team settings, such as notification preferences and access permissions, to ensure smooth collaboration.

Step 5: Collaborate on Documents

Copilot offers seamless document collaboration. You can create new documents or upload existing ones within channels or specific conversations. Multiple team members can work on the same document simultaneously, making real-time edits, adding comments, and ensuring everyone stays up to date.

Step 6: Utilize Task Management Features

To keep track of tasks and deadlines, utilize Copilot’s task management features. Create tasks, assign them to team members, set due dates, and monitor progress. You can organize tasks using task boards or Kanban boards and customize workflows to match your team’s preferred methodology.

Step 7: Communicate and Collaborate

Engage in effective communication with your team using Copilot’s built-in chat and video conferencing features. Start conversations in channels or initiate private discussions with individual team members. Schedule meetings, share screens, and collaborate face-to-face through video conferences.

Step 8: Access Insights and Analytics

Take advantage of Copilot’s analytics and reporting capabilities to gain insights into your team’s performance and productivity. Monitor metrics, track project status, and identify areas for improvement. Use these insights to optimize workflows and make informed decisions.

Step 9: Integrate with Other Microsoft 365 Tools

Copilot seamlessly integrates with other Microsoft 365 applications such as SharePoint, Teams, and Outlook. Leverage this integration to streamline your work processes and facilitate a unified experience across different tools.

Step 10: Ensure Security and Compliance

Microsoft 365 Copilot prioritizes data security and compliance. Familiarize yourself with the security features available, such as data encryption and multi-factor authentication. Adhere to your organization’s security protocols and best practices to maintain a secure work environment.

By following these steps, you can make the most of Microsoft 365 Copilot’s features and maximize your team’s collaboration and productivity. Explore the various capabilities of Copilot and tailor them to suit your team’s specific requirements. Enjoy the seamless and efficient collaboration experience that Copilot provides.

Benefit of using Microsoft 365 Copilot

One of the significant benefits of Microsoft 365 Copilot is its ability to streamline collaboration and enhance productivity within teams. Microsoft 365 offers seamless collaboration, efficient task management, robust task management features, enabling teams to organize, assign, and track tasks effectively.

It provides enhanced communication channels for collaborative teamwork. Such as instant messaging, video conferencing, shared calendars, and email integration. These features allow team members to connect, discuss projects, resolve issues, and make informed decisions quickly, fostering efficient communication and collaboration Intelligent Insights and Analytics: Copilot offers powerful analytics and reporting tools that provide valuable insights into team performance, resource allocation, and project status. These insights enable managers and team leaders to identify areas for improvement, make data-driven decisions, and optimize workflows. By leveraging intelligent analytics, teams can enhance their efficiency and productivity.


YouTube Reference


Microsoft 365 Copilot brings numerous benefits to teams by streamlining collaboration, enhancing task management, improving communication, providing valuable insights, integrating with the Microsoft 365 ecosystem, and ensuring data security and compliance. By leveraging these benefits, teams can work more efficiently, drive productivity, and achieve better project and task outcomes.

The details regarding licensing and payment choices for accessing Microsoft 365 CoPilot are yet to be decided by Microsoft.

Drop a query if you have any questions regarding Microsoft 365 Copilot and we will get back to you quickly.

Get your new hires billable within 1-60 days. Experience our Capability Development Framework today.

  • Cloud Training
  • Customized Training
  • Experiential Learning
Read More

About CloudThat

CloudThat is an official AWS (Amazon Web Services) Advanced Consulting Partner and Training partner, AWS Migration Partner, AWS Data and Analytics Partner, AWS DevOps Competency Partner, Amazon QuickSight Service Delivery Partner, AWS EKS Service Delivery Partner, and Microsoft Gold Partner, helping people develop knowledge of the cloud and help their businesses aim for higher goals using best-in-industry cloud computing practices and expertise. We are on a mission to build a robust cloud computing ecosystem by disseminating knowledge on technological intricacies within the cloud space. Our blogs, webinars, case studies, and white papers enable all the stakeholders in the cloud computing sphere.

To get started, go through our Consultancy page and Managed Services PackageCloudThat’s offerings.


1. How to get a license for Microsoft 365 Copilot?

ANS: – Microsoft 365 Copilot is a new AI-powered feature that helps users with their work. It is currently in the early access program and is available to customers who have a Microsoft 365 E3 or E5 license123. You can get a Microsoft 365 E3 or E5 license by upgrading your base licenses from Office 365 to Microsoft 365 and then paying for Copilot. microsoft

WRITTEN BY Maulik Jain

Maulik Jain is a seasoned System Administrator with 11 years of industry experience. His expertise lies in Microsoft 365 Administration and IT Administration. He is a certified Windows Modern Desktop Administrator Associate (MD-100) working with CloudThat Technologies. Maulik's passion for technology has driven him to excel in his career and established himself as a go-to person for all IT-related issues. Maulik enjoys reading books and exploring new technologies when he is not working. His dedication to his work and love for technology make him a valuable asset to CloudThat. 



    Click to Comment

Get The Most Out Of Us

Our support doesn't end here. We have monthly newsletters, study guides, practice questions, and more to assist you in upgrading your cloud career. Subscribe to get them all!