Microsoft has started to broaden their AI horizons by adding their first (not Open AI) model into Copilot.
Microsoft are integrating Anthropic’s Claude models into Microsoft 365 Copilot which marks a significant pivot from their exclusive OpenAI-centric approach. Microsoft are also working on their models which we already see on Copilot Plus PCs which will at some point make their way to Copilot.
This move is more than just a new menu option or toggle, it is part of their strategic play to diversify AI capabilities and reduce dependency on a single vendor.
Claude Opus and Sonnet in Copilot.
Claude Opus 4.1 and Sonnet 4 are now available to commercial Frontier Copilot users, (Corporate early adoptors) offering, for the first time, alternatives to Open AI’s GPT models for agents in Copilot Studio and also for their Researcher Agent.
Copilot Studio Model Selector (preview)
It’s worth noting that enabling access does require admin approval. See later.
In the formal annoucement, Microsoft said that Anthropic’s models will unlock “more powerful experiences” for users.
Using Claude in Microsoft Researcher Agent – Via Copilot Chat.
Claude is not new to Copilot, but not new to Copilot AI. Claude is already available (along with other AI models) are already embedded in Visual Studio and Azure AI alongside Google’s AI and Elon Musk’s Grok. This is, however the first time Copilot launch that we have seen non-OpenAI models powering Copilot.
Why This Matters
Microsoft’s shift to leveraging different models reflects a broader trend. Microsoft’s message here is that Copilot is no longer about a single model or even vendor, bit more about orchestration, choice, and adaptability.
Different models have different areas of excellence and this sets the foundations for Microsoft to give flexibilityto tailor and tune AI experiences to specific business needs using the most appropriate model for the task.
It does, however, raise questions around governance, model performance, and cost. With multiple models in play, we don’t really know how the future of pricing will work if multi model is the future for Microsoft 365 Copilot.
Data Sovereignty and Multi-Model Concerns?
One question I’m already seeing is around Microsoft’s boundary of trust and responsibility, something Microsoft boast around with their Microsoft 365 portfolio.
While the flexibility of multi-model AI is compelling, the question is does it introduce new considerations around data residency and compliance when multi models are being used?
To address that, Microsoft has confirmed that these Claude models run within its Azure AI infrastructure, but states that are not Microsoft-owned. This means that when users “opt to” use Claude, their prompts and responses may be processed by Anthropic’s models hosted within Microsoft’s environment.
This means that when organisations choose to use Anthropic models, they are using these under Anthropic’s Commercial Terms of Service, not the consumer user terms.
For regulated industries or organisations with strict data governance policies, this is likely to raises a few red flags or at least questions that Microsoft will need to be able to answer.
Data Boundary Clarity: Is the data staying within Microsoft’s compliance boundary, or is it crossing into Anthropic’s operational domain? If so what does this mean for data compliance and security?
Model-Specific Logging: Are logs and telemetry handled differently across models? Can organisations audit usage per model? How is encrypted data handled?
Privacy and Consent: Are users aware when their data is being processed by a non-Microsoft model? Is consent granular enough? Will users understand even if Microsoft tell them?
Again, Microsoft has stated that Claude models are “fully integrated” into the Microsoft 365 compliance framework, but organisations will still want to (and should) validate this against their own risk posture – especially where sensitive or regulated data is involved.
Enabling Claude models in Copilot.
To enable the models, your Microsoft 365 Admin needs to head over to the Microsoft 365 Admin Centre and enable access to the other models. Instructions for this are shown in the link below.
This is a smart move I think. Microsoft is playing the long game — moving their eggs out of one basket and looking a different models that made most economic and performance sense and brining more choice to agent builders.
For those of us partners like us at Cisilion, advising clients on AI adoption, this reinforces the need to think modularly. When building agents, don’t just pick a model – pick a framework that allows you to evolve. Microsoft’s Copilot is becoming that framework and that should be good for business.
I do expect this is just the start. We know Microsoft’s relationship with OpenAI is “less properpous” that it once was. As such I do expect more models, more integrations, and more choice and I do think we will see Microsoft’s own models making their way to Copilot soon.
But with choice comes complexity. We need to ensure that governance, transparency, and user education keep pace with innovation. Again partners will need to help customers navigate this.
What do you think. Is this a good move for Microsoft and their customers?
Microsoft Copilot is adding with two new major updates (this time for the consumer experience) that bring it closer to the more personalised AI experience users have been asking and waiting for.
Copilot Memory Management
One of the biggest asks for the consumer version of Copilot has been its lack of persistent memory, something that ChatGPT and Microsoft 365 Copilot have both had for a little while.
Memory is one of the key features helps makes AI feel much more personal and it’s finally coming to the Copilot Consumer experience that you use via the Windows App, mobile app and at https://copilot.microsoft.com.
A new Manage Memory feature within the Copilot profile tab is now starting to roll out which allows users to tell Copilot to specifically “remember this.”
Copilot Memory
Right now, unlike the Microsoft 365 Copilot version, there is not a way to view or edit your saved memories, but there is an option, via Privacy settings, to delete them and essentially “start over”.
Copilot Memory Management in Copilot Consumer
Think of this as resetting your TV and having to add all your favourite apps and channels again!
Microsoft have confirmed however that full memory management interface is coming soon, similar to what Microsoft 365 Copilot and ChatGPT has. This will eventually allow users to add, edit
Personally, Memory Management will make a huge different to how we work with Copilot and helps ensure greater user control and transparency.
Third Party App Integration.
Microsoft is also expanding their Connectors Ecosystem, which is what is used to connect and integrate third-party services. Support for Microsoft apps and services such as OneDrive is already supported, but they are now testing with Insiders Google Drive integration.
Integration into OneDrive and *soon* Google Drive means users will be able to do such things as:
Ask Copilot to read files or folders from users OneDrive or Google Drive
Generate summaries, create reports and other content on your data stored in cloud drive
Access and leverage OneDrive and soon Google Drive data in workflows across the web, Windows 11 app and mobile.
This builds on the existing ChatGPT-style connectors framework and opens the door for broader integrations in future. Microsoft is not new to having extensive open API connection to their apps and services so watch out for more native connectors coming your way soon!
Great for Consumers
These updates signal Microsoft’s continued innovation in their AI services and commitment to make Copilot a more intelligent, connected, and user-centric assistant.
For professionals, students and general users alike, the ability to manage memory and connect to third party cloud services like Google Drive will unlock new productivity scenarios.
As someone who’s personally deeply invested and embedded in the Microsoft ecosystem, I see this as a positive move – but one that must be backed by clear user controls, privacy safeguards, and cross-platform consistency.
With all the new AI models in Microsoft Copilot along with the first party agents that serve spefici functions, it can be confusing to know which tool to use for the right task. Microsoft have two specific agents within the Microsoft 365 Copilot domain Researcher and Agent designed to carry outr specific functions. We also now have GPT-5 (now also baked into Copilot) which brings the new “smart” mode, allowing it to switvch between languiage models based on the task at hand.
In this blog, I aim to break down the three tiers of Copilot capability— GPT-5 Chat, GPT-5 Reasoning (also known as Smart mode), and Researcher and to look at the differences, similarities and what is best for what!
GPT-5 Chat: Fast, Friendly, and to the Point
Best for:
General Chat and Quick Q&A
Content Summarisation
Creative brainstorming
How it thinks: Chat mode is is your rapid-fire assistant. It delivers supoer quick responses to youur questions without deep analysis. This is ideal for when you need an answer or exmplanation, clarity on something and anything not requiring deep thinking, reasoning or complexity.
Example prompt:
“Write a short social post abou the latest updates to [product].”
When to use it: When you want brevity, speed, and a touch of flair. Think elevator pitches, tweet-length summaries, or light creative riffs.
GPT-5 Reasoning: Structured Thinking for Strategic Tasks
Best for:
Logical analysis
Problem-solving
Multi-step planning such as building a travel itinery, project plan or talk track
How it thinks: This mode (which GPT-5 will switch too automatically if needed), rolls up its sleeves and gets analytical. It’s designed for tasks that require synthesis, deep exploratory analysis, structured responses and a more strategic (deep thinking) response.
Example prompt:
“Let’s walk through this problem together: I need to launch a new product with a limited budget and a small team to appeal to an already crowded market. What’s the best strategy?”
Use it when: You’re building timelines, weighing trade-offs, or need a coherent plan that holds up under scrutiny.
Copilot Researcher Agent: Deep Dives and Source-Backed Intelligence
Best for:
Comprehensive research and reports
Source comparison and opinioning
Insight generation
How it thinks: Researcher mode is a custom build agent from Microsoft specifically designed to work in a recursive, self evaluation and exhaustive approach. It pulls from multiple sources which it compares and contrats against one-another, compares methodologies, and identifies gaps. This is design for for thought leadership, academic-style or research style analysis, or strategic decision-making with different view points.
Example prompt:
“Find and summarise studies on the effects of remote work on productivity. Compare methodologies and results, looking at pro’s cons, impact on society, well-being, productivity and trends across different EU regions.”
Use it when: You need more than just an answer. You want to combine different view, present the otput in a particular way and when you need comprehenisive evidence, nuance, and a narrative that stands up to boardroom or peer review.
Which One When?
There is no definitiave answer to this, but based on my usage and infomration I have read in the field, guidance from OpenAI, Microsoft and others, this table provides a guide to which mode would work best in the scenaios below
Task Type
Use GPT-5 Chat
Use GPT-5 Reasoning
Use Researcher
Write a quick summary
✅
Build a strategic roadmap
✅
Compare academic studies
✅
Brainstorm creative ideas
✅
Solve a complex problem
✅
Generate source-backed insights
✅
AI isn’t a one-size-fits-all and not all use cases are the same. As AI models contine to become more context aware and with the ability to switch modes, there are still many times where knowing where to take your problem to is key – just like you know to talk to a specialist consultant vs a generalise at times.
Currently, to get the best from these AI models, the best result often lies in knowing when to switch gears—from conversational to analytical to research-grade depth. Whether you’re a CTO shaping strategy or a content creator chasing clarity, the right mode turns AI from assistant to partner to mentor.
Would you like this adapted into a SharePoint-friendly format or paired with a branded visual? I can also tailor it for internal enablement or customer-facing use.
Teams has a powerful new capability called the Facilitator Agent – a Copilot-driven meeting assistant designed to make collaboration smoother, smarter, and more productive. Think of it as a virtual chairperson that keeps your meeting on agenda, on-time and to point, whilst allowing participants to focus more on the meeting than taking notes.
Facilitator in Teams Rooms – Image (C) Microsoft.
Facilitator auto-drafts agendas, keeps people on track of the agenda and timings, provides rolling summaries, decisions, and action items all in a secure shared Loop page that everyone can co-author / edit across desktop, web, mobile, and even now in Teams Rooms direct from the room controls in Teams Rooms.
What is the Teams Facilitator Agent?
The Facilitator Agent is an AI-powered feature built into Microsoft Teams that works alongside Microsoft 365 Copilot (you need a Copilot license to activate it and interface to it). It acts as a shared assistant within your meetings and chats, providing:
Real-time AI-generated notes: Captures discussion points, decisions, and action items as the meeting unfolds.
Collaborative editing: All participants can view notes and Microsoft 365 Copilot licensed users can co-author notes live – this ensures accuracy and inclusivity.
Meeting moderation: Helps manage agendas, prompts for goals if none are set, and even nudges participants to wrap up discussions.
Time management: Includes a meeting clock and reminders to keep sessions on schedule.
Post-meeting recap: Provides a structured summary and tasks in the Recap tab, stored securely in Microsoft Loop in the meeting organisers’ OneDrive.
How is it Facilitator different from the old “AI Notes” feature?
Previously, Teams offered AI Notes as part of Intelligent Recap, which generated summaries after the meeting. While useful, it was a passive experience—participants couldn’t interact with or influence the notes in real time.
The Facilitator Agent replaces and enhances this by:
Working live during the meeting, not just after.
Real-time co-authoring of notes by both AI and humans as the meeting progresses.
Acting as an active participant, responding to @mentions and questions in chat.
Providing dynamic updates as discussions evolve, rather than static summaries.
Keeps a track of the meeting, who has spoken, actions and topic/agenda drift (in otherwords it politely nags you!)
What is Facilitator good at?
Facilitator can or could if trusted, replace the chair or act as a chair/co-chair in a meeting. In my personal experience I have foudn it to be really really good at:
Real-Time Note-Taking & Summarisation Capturing key discussion points, decisions, and action items during meetings, with live co-authoring – I love how it writes as the meeting prgresses and even corrects itself.
Meeting Moderation & Structure Detects if a meeting lacks an agenda and prompts participants to define goals. If a meeting has an agenda it attempts to chunk the meeting into sections and helps keep the meeting on topic and ontime.
Improved Collaboration Works in meetings and group chats, keeping everyone aligned—even late joiners. It allows people to talk to the agent too – by mentioning @facilitator if you need it to do something like set an action or recap a point.
Post-Meeting Recap & Accountability Generates structured summaries and suggested tasks in the Recap tab for people to go back to or generate an email follow from etc,.
Facilitator for In-Person Meetings
One of my personal favourite features of Facilitator is its ability to support unscheduled, impromptu discussions, especially in Teams Rooms or from Teams mobile app.
Top enable this, you can simply walk into a meeting and click the facilitator button on the Teams Room panel (or scan the QR code), or head to your Teams mobile client, go to the calendar and then activate the “take notes with facilitator“.
Once initiated, the facilitator agent will take AI-generated notes – without a formal invite needed. Facilitator captures summaries, action items, and speaker attributions in real time just like it does in a scheduled meeting.
The meeting notes are stored as files in OneDrive under the “Meetings” folder of the initiator.
Using Facilitator in Formal Teams Meetings
Turning it on: By Default, when you create a meeting via Teams, Facilitator is “off” and needs to be enabled by switching the toggle as illustrated below. It can also be enabled from “within” the meeting.
In Meeting Interaction: When the meeting starts, you are notified that Facilitator is running via an in-app notification. Note the meeting does not need to be recorded for this to be active. You also see this indicator under the notes section at the right of the meeting pane.
By the way, if you join a meeting where Facilitator is not active, you can enable it anytime from the menu under “…more”.
You still get a notification when Facilitator is running, and it will period chat to you in the meeting chat to keep you updated on the meeting.
Facilitator in Meeting
In Meeting – Meeting Notes and Actions Beng taken by Facilitator
Actions Generated by Facilitator
During the meeting (and afterwards, which you can find by going back to the meeting in your calendar), you can view and of course edit the notes, actions and also see any “related” content and “insights” that Facilitator has sufaced that it “thinks” might be relevant to the meeting dsicussion you have been in. These notes are captured in a Loop Space which is stored on the meeting organisers OneDrive and shared (automatically) with all meeting participants.
Post Meeting Notes, Actions and Insights.
Facilitator Agent Use Cases
I use this in most meetings but there are loads of use cases I see and hear about.
Daily stand-ups or project huddles to log progress and blockers
Customer calls and scoping meetings capturing commitments and next steps to eliminate follow-up churn
Project update or planning calls.
Q & A
Q: Is the Facilitator Agent just a rebrand of the previous AI notes feature? A: It builds on that toggle but expands into a full-blown agent. Beyond post-meeting summaries, Facilitator prompts agendas, generates live recaps, drives collaboration via Loop, and integrates with Teams Rooms by QR code.
Q: How does it differ from using Copilot in a Teams meeting? A: Copilot in a meeting is a private assistant—only you see its responses. Facilitator operates in the group context: prompts, highlights, and action items appear for everyone to view and edit in real time.
Q: What’s the added value over just recording and transcribing? A: Recording and transcription are passive: you consume them after the fact. Facilitator is proactive—drafting agendas, nudging for goals, surfacing decisions, and giving every attendee an editable canvas mid-meeting.
Q: Where does Intelligent Recap fit in? A: Intelligent Recap synthesizes speech and on-screen visuals after the meeting ends. Facilitator closes the loop instantly – keeping the conversation structured, accountable, and collaborative from start to finish.
Q: What are the alternatives to Facilitator Agent?
1. Native recording + transcription then manual or Copilot/ChatGPT note generation 2. Intelligent Recap for post-meeting slide and data context 3. Private Copilot chats for ad-hoc AI queries 4. Manual note-taking or shared OneNote pages 5. Third-party assistants like Otter.ai or Fireflies.ai
Q: Do I need a Copilot license to use the Facilitator Agent? A: Any user who initiates or edits AI-generated notes in meetings or chats must have a Microsoft 365 Copilot license. Unlicensed participants can view meeting AI notes but cannot start or edit them.
Q: What about in-person meetings? A: Coming soon – a new feature in the Teams mobile app will let you start a dedicated in-person meeting with Facilitator right from your phone. This will then kick off a recorded, transcribed session – again with real-time agendas, notes, and follow-up tasks. When you end the meeting, notes save automatically and a “in the past” calendar event is created—everything is surfaced in Recap. – This will requires a Copilot license and is due to be in preview Auguist/Sept – I’ve seen it but don’t have it yet myself!
We are in the middle of rapid shift – AI agents are no longer just reactive helpers waiting for a us to give them a prompt. Instead, they are becoming proactive, and autonomous , capable of initiating actions, orchestrating workflows, and making decisions across systems.
If you’ve already built governance models for low‑code platforms like Microsoft Power Platform, you’re not starting from zero. Those same principles – with a few smart extensions can help you govern the next generation of agents built in Copilot Studio.
What is Agent Governance? Agent governance encompasses the rules, policies, and oversight mechanisms that guide the behavior of AI agents – autonomous systems capable of performing tasks with minimal human intervention. This governance is crucial to ensure that these agents operate in a manner that is legally compliant, ethically responsible, and operationally safe!
Microsoft have shared new blue prints and guidance to help you get started with healthy goverance for Copilot Studio – which I have linked to and summarised below…
1. Lead with a Governance Mindset
Agents aren’t “just another app.” They’re digital labour – they (can) talk across systems and across roles and need managing just like humans. This means they they need:
Trackable identities — so you know exactly which agent did what, and when.
Scoped permissions — the principle of least privilege applies here too.
Continuous oversight — because autonomy without accountability is a risk.
Not every agent should have the same freedom. For example, a Q&A bot answering FAQs is low risk. An autonomous sales development agent drafting proposals is much higher stakes and an agent that takes a customer interaction and acts on it automonously is high risk.
We must define tiers of autonomy and enforce them with technical guardrails.
2. Apply Your Low‑Code Lessons
If you’ve governed Power Platform, you already have your own playbook:
Managed environments to separate dev, test, and production.
Role‑based access control (RBAC) to manage who can create, deploy, and run agents.
Data Loss Prevention (DLP) policies to control what data agents can access or share.
Audit logs to track behaviour and support compliance.
These aren’t “nice to haves” — they’re essential for safe, scalable agent adoption. Extend your existing frameworks to cover new agent behaviours.
3. Drive Visibility, Cost Control, and Business Value
Governance isn’t just about control — it’s about clarity. Visibility and telemetry is really important becuase it tells us:
Who created the agent.
What data it touches.
How often it’s used.
The business outcomes it’s driving.
With that visibility, you can spot redundantagents, forecast costs, and focus investment where it delivers the most value. Tools like Copilot Studio analytics and Power Platform Admin Center make this possible — but only if you use them consistently.
4. Empower Innovation with Guardrails
The people closest to the work often have the best ideas for agents. Advice is to empower them to experiment — but within a zoned governance model:
Zone 1: Personal Productivity — safe sandboxes for individual experimentation.
Zone 2: Collaboration — team‑level development with stronger controls.
Zone 3: Enterprise Managed — production‑grade agents with full monitoring and lifecycle management.
This approach balances speed and safety, enabling innovation without compromising compliance.
5. Build Community, Training, and Experimentation into the Culture
Governance is as much cultural as it is technical and it’s the culteral and human aspects that typically impact and slow adoption.
A thriving Center of Excellence (CoE) should:
Host “Agent Show‑and‑Tell” sessions and hackathons.
Appoint champions in each department to mentor others.
Provide role‑based training for makers, admins, and business leaders.
Encourage responsible experimentation — and celebrate successes.
As with any transformational shift, when people feel supported and inspired and part of the journey, adoption accelerates and impact flourishes.
Why This Matters Now
According to Microsoft, over 230,000 organisations – including 90% of the Fortune 500, are already using Copilot Studio, and IDC projects there will be a staggering 1.3 billion AI agents by 2028.
This scale and exponential speed of adoption make governance a critical priority, not an afterthought or option!
The CIO’s role is shifting from enabling agents to governing them at scale — ensuring they’re secure, compliant, cost‑effective, and aligned with business goals. That’s not just a technical challenge; it’s a leadership opportunity.
Summary – the Key Steps
Extend your low‑code governance — apply your Power Platform controls to agents.
Define autonomy tiers — match oversight to risk.
Instrument for visibility — track usage, cost, and impact.
Microsoft has introduced the =COPILOT() function in Excel, embedding AI directly into spreadsheet cells. This formula turns natural-language prompts into structured outputs—no VBA, no complex formulas—so anyone can perform advanced analysis with a simple cell entry.
This essentially turns your prompts into Excel formulas direct from your excel cell!
Copilot() function in excel
This is in currently in public preview.
What It Is and How It Works
The COPILOT() function behaves like any native Excel formula. You type =COPILOT("andyourprompt", [range]) in a cell, and Excel sends the request to the Copilot service (powered by Bing and ChatGPT). The AI returns a grid-friendly result that recalculates automatically whenever your source data changes. You can even nest COPILOT() inside functions like IF or LAMBDA for more sophisticated logic.
Core Capabilities
Summarise, group, or categorise data using plain-English prompts
Perform sentiment analysis on text feedback
Extract and organise information from unstructured text (names, emails, URLs)
Generate dynamic lists, schedules, or qualitative ratings
Augment tables with symbols or simple markers for clearer storytelling
Key Use Cases
Automating data cleanup: standardise formats, remove duplicates, split columns.
Customer insights: turn free-text reviews into sentiment scores and themes.
Sort data and represent in different formats without having to learn how to create pivot tables.
Transforming data using formulas without having to write a formula.. Just natural language.
Prerequisites & Access
To use COPILOT() in Excel, you must meet the following requirements:
Microsoft 365 commercial Copilot license (not included in Personal/Family plans)
Microsoft Entra ID account and primary mailbox on Exchange Online.
Excel Beta Channel build 19212.20000 or later / macOS build 25081334 or later
Up to 100 function calls per 10 minutes (300 per hour); use array inputs to conserve quote.
Data stored in the active workbook (external sources not yet supported
How to access:
In Excel, go to File > Account > Office Insider and switch to the Beta Channel (Windows).
On Mac, open Help > Check for Updates in Microsoft AutoUpdate and choose the Beta release.
Sign in with your work/school account that has a Copilot license; use File > Account > Update License if needed
Restart Excel—=COPILOT() will now be available in any cell, or via the Home > Copilot pane.
Requirements and Limitations
Not optimised for heavy numeric or matrix computations
Outputs are dynamic—save critical results as values to prevent unintended changes
Only works with in-workbook data; live web or external data access is pending
Why It Matters
Excel remains the lingua franca of business data. By transforming the grid into an interactive AI canvas, COPILOT() tears down formula-syntax barriers, accelerates decision-making, and empowers every user—from analysts to frontline managers—to become data storytellers. Enablement leaders can shift focus from formula training to writing effective AI prompts and compelling narratives.
In short, it’s powerful for people that are not excel formula wizards!
It snuck in quietly, like all meaningful innovations do. I didn’t see a press release, or announcement – and just saw it “pop” up for me today with one small pop-up. Just one single word, Smart. And yet, beneath the understated label lies perhaps the most pivotal shift in the way generative AI models like Copilot and ChatGPT work since manual “model selectors” first became a thing.
This is, yes, you’ve guessed it GPT5!
Smarter Than Smart – the quiet revolution of reasoning
Copilot (i’m talking the consumerversion currently at copilot.microsoft.com) or via the Windows, IOS and Android app, currently has three modes of chat which you choose based on the discussion with Copilot you want to have. This is similar to how ChatGPT works also today.
Quick Response [for every day conversations]
Think Deeper [for more complex topics]
Deep Research [Detailed reports with references]
That is changing – Microsoft Copilot’s new ‘Smart’ mode doesn’t ask you to choose a conversation type anymore. Instead it now adapts for you – automatically and intuitively.
This means, that depending on your query, for example whether you’re scoping customer insights, untangling a tricky dependency in a network diagram, or storytelling your way through a general chat, summarisation of marketing ideas, ‘Smart’ mode calibrates itself to the conversation and task at hand.
In short – in this mode, Copilot will now decide what model it thinks it needs to help you. Copilot has auto reasoning — true adaptive, context-aware reasoning based on the ask.
What Makes This Mode Smart?
‘Smart’ mode is likely powered by OpenAI’s upcoming GPT-5, a model anticipated to merge the OpenAI o-series and GPT-series models into one unified framework.
What we’re seeing as these models evolve is:
An intuitive reasoning engine, not just predictive text- task “and” context aware
Self-calibrating depth, reducing cognitive load by using the right tool for the right job
Model abstraction, freeing users from having to pick the right tool for the job themselves
Microsoft hasn’t just added another dial. It’s looking to hide the dial entirely — and taught the model how to turn it for you (however as it’s in preview you do need to turn the auto mode on – for now at least).
Copilot’s Human Centric UX
As you can see above, instead of users needing to flip between “Think Deeper,” “Quick Response,” and “Deep Research,” (or not evening understanding what these mean and therefore ignoring it), Copilot’s Smart mode does what most tools never do: it assumes responsibility. That’s more than a UX shift — it’s a culture shift. This means no longer asking (non technical) users to understand what the different models the model hierarchy or decoding acronyms like o4-mini. Instead Copilot is getting cognitive delegation.
This means we will be able to “trust”Copilot to know when to dig deeper and when to skim the surface.
Examples: Tech Architects, Storytellers, and Strategists
The table below gives some examples of where Copilot Smart mode can make a big different in use:
Role
Before Smart Mode
With Smart Mode
Solution Architect
Manually toggling depth based on task complexity
Instant adjustment to scope and context
Content Creator/Marketing
Selecting modes based on tone and detail required
Natural flow from quip to deep dive
Enginner
Testing prompts for clarity vs depth
Getting both — with nuance — the first time
This isn’t just about being faster. It’s about being right-sized. Strategically aligned, creatively agile, and cognitively respectful.
What about control and “mode anxiety”?
We’ve all wrestled with prompt engineering, hoping we’re not asking too little or too much. Smart mode is Copilot whispering, “I’ve got you.” That’s a leap from assistant to partner — the kind we’ve spent decades trying to design into our workflows, team cultures, and tech stacks.
Copilot Smart Mode Preview?
This is in preview clearly – or was it rolled out silently. Anyway, if you have it, give it a try (I have it on desktop and web plus mobile). Let me know your thoughts.
It will be interesting to see if eventually the modes disappear and we just have an “auto” mode.
Copilot Memory is a new capability within Microsoft 365 Copilot (similar to what ChatGPT has) that allows Copilot to remember key facts about your preferences, working style, ongoing projects, and other things you want it to know about you. This enables it (think PA) to be able to tailor its responses over time. You can add and change this as needed so it evolves with you, reducing repetitive prompts, adapting to your style and speeding up your daily tasks.
Key Capabilities
Persistent Facts
Copilot picks up on explicit instructions like “Remember I prefer bullet points in my writing” or “Always use a formal tone in emails” and retains these details across sessions.
Custom Instructions
Beyond passive memory, you can proactively shape Copilot’s baseline behavior. Ask for brevity, wit, or a specific document style, and Copilot applies those instructions automatically in Word, Excel, Outlook, and other 365 apps.
Contextual Recall
Copilot integrates with Microsoft Graph and ContextIQ to ground conversations in your files, meetings, and chats, ensuring its outputs align with your latest work context.
How It Works
Explicit Memory Prompts
Copilot only stores information when you ask it to. This prevents unwarranted data collection and keeps your AI focused on what matters to you.
Memory Updated Signal
Whenever it logs a new fact, you’ll see a subtle “Memory updated” badge—confirmation that Copilot has learned something new about your preferences.
Privacy Controls
You can control its memory: You can view, edit, or delete entries in Copilot’s Settings pane and if you need to can wipe it’s memory and start fresh by simply toggle the Memory function off entirely.
Admin and Compliance Oversight
Organisations can disable Memory for specific users or tenant-wide, and all memory actions flow into Purview eDiscovery for audit and compliance purposes.
Timeline & Availability
Rollout date: July 2025 (staged)
Why Copilot Memory Matters
Efficiency Gains
This is really about efficiency and personalisation since you will no longer need to keep telling Copilot your preferred tone or formatting preferences. This speeds up document creation, email drafting, and data analysis.
Deep Personalisation
By remembering your recurring topics—Project Alpha, Python for data science, or icon-size images—Copilot provides responses that are more tailored to each user, not generic AI outputs.
Enhanced Adoption
For organisations, personalised AI interactions drive higher engagement and adoption of Copilot across teams, leading to greater ROI on AI investments.
Trust & Transparency
Visible memory updates and clear controls build user confidence in the AI, ensuring you always know what Copilot retains and why.
Enabling Copilot Memory
Memory is an option feature and can be enabled, modified and disabled as needed. To enable it, follow the instructions below.
Open Microsoft 365 Copilot and head to Settings › Account › Privacy.
Under Personalisation & memory, toggle Memory on or off.
Tell Copilot what to remember: “Remember I prefer bulleted lists,” or “Keep my summaries under 100 words.”
View, edit, or delete memories any time from the same settings pane.
Coming soon, Copilot in Teams will improve on its intelligent meeting recap feature by incorporating content shared on screen into the AI-generated summary. This will ensure that slides, dashboards, and other visuals shown by participants become part of the post-meeting recap, capturing unspoken insights and making your summaries more comprehensive.
Visual Insight for Deeper Recaps
Meeting transcripts are great for meetings but currently miss the context conveyed by visuals in screen sharing. With this update, Copilot and Recap in Teams will:
Analyse on-screen content during live screen sharing.
Extract key data points, figures, and text from slides or shared apps.
Seamlessly integrate those visual details into the AI-powered meeting summary.
By bridging voice and visuals, teams gains a unified recap that reflects both spoken dialogue and pivotal on-screen information, reducing the risk of overlooked action items.
How Intelligent Capture Works
For Copilot to reference shared screen content accurately, the following conditions apply:
The shared content must remain on screen for at least 10 seconds to allow Teams OCR time to process it.
Content needs to be clear and legible; overly crowded or small text may not be captured.
At launch, PowerPoint Live and Whiteboard screen shares aren’t supported for visual extraction.
These requirements help ensure Copilot’s OCR and contextual understanding produce reliable, actionable summaries.
Licensing and Platform Support
This feature requires a Microsoft 365 Copilot license and will roll out to:
Teams for Windows desktop
Teams for Mac desktop
Teams on the web
Teams on iOS and Android
Prereqs for Intelligent Recap
To unlock the full benefits of intelligent recap, admins need to configure:
Recording policies that allow meetings to be recorded and stored in the cloud.
Transcription settings to capture spoken content as text.
Copilot or Teams Premium licenses assigned to meeting organizers and participants.
Other Related Innovations
Microsoft continues to expand Copilot and adjacent AI features in Teams. Recent roadmap highlights include:
Interactive agents in meetings and 1:1 calls (Roadmap ID 490564), bringing custom and built-in Copilot agents directly into your Teams sessions for on-the-fly assistance.
Meeting protection via Prevent Screen Capture (ID 490561), which blocks unauthorised screenshots by blacking out the meeting window on desktop and mobile.
Enhanced audio summaries for calls, enabling Copilot to generate concise overviews even without full transcription.
Best Practices for use
Encourage meaningful screen shares: Use high-contrast slides and clear visuals to boost AI accuracy.
Maintain recording consistency: Standardize meeting settings to always enable recording and transcription.
Train your team on how to query Copilot post-meeting—e.g., asking for “action items from the product roadmap slides.”
Review AI-generated tasks promptly to assign ownership and follow through on deliverables.
Conclusion
Incorporating visuals into AI-powered recaps marks a significant leap forward for Copilot in Teams. Capturing both spoken and on-screen content ensures no detail goes unnoticed.
With the upcoming rollout of this feature under Roadmap ID 490052, Copilot will help teams stay aligned, save time on note-taking, and drive better outcomes from every meeting.
Microsoft 365 Copilot now includes two advanced AI agents – Researcher and Analyst that became generally available in this month ( June 2025). These agents use powerful reasoning models (based on OpenAI’s o3-mini and deep research models) to handle complex tasks beyond what the standard Copilot could do.
Researcher is a specialised agent for multi-stepresearch – it can securely comb through your work data (emails, files, meetings, etc.) and the web to gather information, ask clarifying questions, and produce well-structured summaries and insights. It’s ideal for tasks like market research, competitor analysis, or preparing for big meetings – work that used to take hours, now done in minutes with higher accuracy.
Analyst is a virtual data analyst/data scientist built into Copilot. It excels at advanced dataanalysis, working through messy spreadsheets or databases step-by-step using chain-of-thought reasoning and even running Python code when needed. From identifying sales trends to spotting anomalies in finance data, Analyst gives you in-depth answers and visuals that mirror human analytical thinking.
Compared to the standard Microsoft 365 Copilot, these agents go much further in reasoning and capabilities for these specific tasks. While the native Copilot mod helps draft documents or summarise content, Researcher and Analyst tackle complex reasoning tasks (deep research and data analysis) with a level of thoroughness and skill akin to an expert – essentially “like having a dedicated employee at your side ready to go, 24‑7,” according to Microsoft’s Jared Spataro. They are accessed through the Copilot interface (pinned in the Copilot app and via Copilot Chat) and come with a usage limit of 25 queries permonth per user due to their intensive workloads.
Analyst vs. Copilot for Finance:
Analyst is a general-purpose data analysis agent available to any Copilot user, whereas Microsoft 365 Copilot for Finance is a separate, role-based Copilot designed specifically for finance teams. Copilot for Finance connects to financial systems (like Dynamics 365 and SAP) and Microsoft 365 apps (Excel, Outlook) to automate finance workflows (reports, reconciliations, insights). Unlike the Analyst agent which works on data you provide, Copilot for Finance directly taps into live enterprise finance data for real-time insights. Importantly, Copilot for Finance is not limited to Dynamics 365 – it can integrate with various ERPs including Dynamics 365, SAP, etc via connectors though it is deeply optimized for Dynamics 365 Finance.
The Age of AI Specialists in Microsoft 365 Copilot
Microsoft 365 Copilot is evolving from a single assistant into a team of AI specialists. Earlier this year, Microsoft announced two first-of-their-kind “reasoning agents” for work: Researcher and Analyst. After a period in preview (through the Frontier program) for early adopters, these agents are now generally available to all users with a Microsoft 365 Copilot license as of June 2025. This marks a significant expansion of Copilot’s capabilities beyond its initial skill set.
The new Researcher and Analyst are advanced Copilot modes (agents) specialised for particular scenarios – complex research and data analysis. They join other Wave 2 Copilot features (like the new Agent Store, Copilot Search, Memory, Notebooks, and image generation) that Microsoft has been rolling out to enhance the Copilot experience. Jared Spataro, Microsoft’s CMO for AI at Work, describes these agents as delivering “advanced reasoning” and notes “it really is like having a dedicated employee at your side ready to go, 24-7.” In other words, Microsoft 365 Copilot is no longer just a helpful assistant within Office apps – it can now also act as an on-demand subject matter expert that tackles higher-order tasks.
From a technology standpoint, both agents leverage the latest AI models tailored for their specific domains. They use OpenAI’s powerful models (codenamed o3-mini for Analyst, and a deep research model for Researcher) combined with Microsoft’s orchestration, search, Responsible AI, and tool integrations. This means they don’t just generate quick answers; they actually reason through problems in multiple steps, consult various data sources, and produce more comprehensive results. This blog explores each agent in detail:
Microsoft 365 Researcher Agent
Researcher is the new Copilot agent that acts as a highly skilled research assistant. It’s designed to help you tackle complex, multi-step research projects right from your Microsoft 365 environment. Researcher brings together OpenAI’s “deep research model” with Microsoft 365 Copilot’s advanced orchestration and search. In practice, this means it can scour both your organisational data *and* external sources on the web to find the information you need, synthesize it, and present insights in a coherent way.
What can Microsoft 365 Researcher Agent do?
Microsoft describes Researcher as “an agent that can analyse vast amounts of information with secure, compliant access to your work data – your emails, meetings, files, chats, and more – and the web” to deliver expert insights on demand. In simpler terms, Researcher is great at doing all the digging for information, reading it and then summarising the findings for you. Some of its capabilities include:
Multisource Information Gathering: It can search through your files, emails, SharePoint, and external online / Web sources to collect relevant data and. For example, if you’re exploring a new market or analysing a topic, Researcher will pull from both internal documents and credible websites to gather material.
Smart Summaries: After collecting information, Researcher summarises what it finds in plain, easy-to-read language. You get a clear, tailored report instead of a dump of raw data. It will highlight key points, trends, and insights rather than making you sift through hundreds of pages or search results.
Trend and Insight Identification: Researcher uses its AI reasoning to spot patterns, trends, and opportunities in the information. It can draw connections and highlight things that might make a difference for your project or question. For instance, it might notice an emerging customer preference across feedback data or identify a common thread in market research reports.
Interactive Refinement: If your initial query is broad, Researcher often asks clarifying questions to narrow down the scope and ensure it’s on the right track. This interactive back-and-forth helps it deliver more relevant results. You can guide it by answering those questions or giving additional instructions, much like you would with a human researcher.
Citations and Source Transparency: When delivering its findings, Researcher provides well-sourced content. It can include citations or references for where information came from, so you can trust but verify the results. (This is crucial for workplace research, and you can ask it to only use authoritative sources for extra confidence, as in one example prompt Microsoft shared).
Use Cases for Microsoft 365 Researcher Agent
Researcher is great in situations where you need to quickly learn or compile knowledge on a topic or subject area but are not sure where to look. This could be for tasks like assessing the impact of the new Trump tariffs on business lines, preparing for vendor negotiations by gathering supplier intel, and collecting client research before sales pitches.
Researcher Agent Example
In a business context, imagine your sales / marketing team are looking for a fresh perspective on top technology investments organisations are making in the UK based on industry research which needs to be in a report. You could ask Researcher “What are the top technology investments and projects by “small to medium” and enterprise organisations in the UK. Use trusted market data from repuatble sources such as Gartner, IDC, Cisco, Microsoft, Canlays, CRN etc.”
What I love is how you see the deep thinking and reasoning Researcher is using to compile the information and generate your report. This is so much easier than manually searching the web and reading dozens of articles. Instead, Researcher gives you a report in just a few minutes.
Instead of manually having to search the web and read loads and loads of articles, Researcher gives you a report in under ten minutes. You can of course tweak the response by asking more questions or requesting adjustments to ensure it meets you needs. When the report is finished you’ll see how comprehensive and well formatted it is, allowing you to export to, add it to a collaborative Copilot Notebook or leave it as is.
Sample output from Researcher Agent.
Microsoft 365 Analyst Agent – Data Analyst
If Researcher is your content and knowledge scout, Analyst is your number-crunching, data-savvy AI team member. The Analyst agent is all about diving into data (often numerical or structured data) to extract insights, find patterns, and answer complex analytical questions. Microsoft describes Analyst as “thinking like askilled data scientist”, using an advanced reasoning approach to tackle data problems step-by-step https://www.microsoft.com/en-us/microsoft-365/blog/2025/06/02/researcher-and-analyst-are-now-generally-available-in-microsoft-365-copilot
What makes Microsoft 365 Copilot Analyst Agent special?
The Analyst agent runs on a finely-tuned AI reasoning model (post-trained on OpenAI’s o3-mini model specifically for analytical tasks). Unlike a standard chatbot that might try to answer a data question in one go (and often make mistakes), the Analyst agent uses a chain-of-thought process to break problems down and solve them iteratively. It can even generate and execute actual code (like Python) in the background to manipulate data, perform calculations, or generate charts. Throughout this, it adjusts to new complexities and can recover from errors autonomously – essentially debugging and refining its approach as it goes, much like a human analyst would. The end result is a thorough analysis with reasoning that is transparent to the user.
Here are some of the key capabilities of the Analyst agent:
Data Analysis Across Formats: Analyst can work with Excel spreadsheets, CSV/TSV files, databases, Power BI reports, and other structured datasources . It can even extract financial data from PDFs. It is possible to upload or point it to a dataset, even if the data is messy or hidden across multiple files. For example, if you have sales data split across a few different Excel sheets and files, you can use Analyst Agent to ingest them all. The agent can also clean up many of the typical issues found in spreadsheets such as wrong delimiters in a CSV, or values buried in an unexpected place before it starts to work. This means that your data does not need to be perfectly prepared beforehand .
Iterative Reasoning and Problem Solving: When you ask Analyst a question, it will hypothesise, test, and refine repeatedly. For instance, you might ask, “What insights can you find about our Q4 sales data, and why did some teams underperform?”. Here, Analyst might break this down into steps: first identifying overall sales by region, then noticing why one sales team is lower, then digging into possible factors (maybe inventory issues or lower marketing spend), then correlating that with other data. It takes as many steps as needed to arrive at a sound answer. This multi-step approach leads to more accurate and nuanced results than a one-shot response.
Code Generation and Execution: A standout feature – Analyst can write and run Python code behind the scenes to perform calculations or data transformations. If your data question requires a formula, statistical analysis, or creating a chart, Analyst will generate the code to do it. Even better, it shows you the code in real time as it works, so you have complete transparency into how it’s reaching its conclusion. You effectively have an AI that can program on the fly to solve your data problem. This is like having a data analyst who is also a programmer working for you instantly.
Insight Generation and Visualisation: Analyst doesn’t just provide text based results – it will also explain the “story” behind the numbers in plain language and can also create simple charts or graphs to illustrate key points. It could, for example, produce a trend line graph of sales over time or a bar chart of top-performing products if those help answer your question. It will highlight findings such as “Sales Team A had a 20% increase in Q4, outpacing their previous year results ,,,, ” By narrating and illustrating the data, it helps you quickly understand the business implications.
Actionable Recommendations: Analyst can often suggest next steps or recommendations based on the data patterns it finds. If it discovers, say, that a certain region’s sales are lagging due to low inventory, it might recommend increasing stock or marketing in that region. Or if a customer segment is showing poor engagement, it could suggest targeted outreach. These suggestions turn raw analysis into useful advice, bridging the gap from insight to action.
Microsoft 365 Analyst Agent Use Cases:
The Analyst agent is useful anywhere you have data and questions about that data. Some real-world examples Microsoft has noted include using Analyst to assess how different discount levels affected customer purchasing behavior to identify the top customers who aren’t fully utilising the products they bought, and to visualise product usage trends and customer sentiment for informing go-to-market.
Analyst Agent Example
In the example below, I took some Customer Support Tickets from an excel (see below).
Sample Customer Support Ticket Export
I then have asked the Analyst Agent to “review the support ticket and create me an exective summary of the tickets, pulling out trends and themes that my team should look at and how they might reduce future support call duration.”
The results below are the first run with data that represeted as I have asked.
How Do Researcher and Analysts Agents Compare to the Standard Microsoft 365 Copilot Experience?
With all the excitement around Researcher and Analyst, you might wonder how they differ from the core Microsoft 365 Copilot Chat experience that users have been trying out in apps like Word, Excel, Teams, and Outlook.
The key difference comes down to depth of reasoning and specialisation. The core Copilot Chat experience is like a well-rounded generalist – great at everyday productivity tasks, such as drafting an email, summarising a document or thread, writing in Word, generating a PowerPoint outline, or pulling insights from a single Excel worksheet. It uses a large language model (LLM) to understand your prompt and the context from the active document, then provides a response.
However, it typically gives a direct answer or action based on available content, without doing prolonged multi-step reasoning. For example, standard Copilot can summarise a document or create a draft from prompts, but if you ask it to perform a very complex analysis that requires digging through multiple files or doing calculations, it may hit its limits. Thats where these specialist agents differ:
Advanced Reasoning vs. Quick Responses: “Standard” Copilot Chat is designed for quick assistance within the flow of work (one-shot answers or short tasks). In contrast, Researcher and Analyst use advanced reasoning algorithms (chain-of-thought) that allow them to work through a problem in multiple steps). They will plan, execute sub-tasks (like searching sources and creating and executing code), and then refining its output. This means they can handle questions or tasks that the regular Copilot would either answer superficially or not manage at all.
Tool Use and Data Access: These specialist agents have access to a much broader set of information and models. Researcher can tap into web search and internal knowledge bases simultaneously, something standard Copilot doesn’t proactively do by itself. Analyst can use the equivalent of a built-in scripting engine (Python) to manipulate data. These abilities let the agents produce more accurate, data-backed results (for instance, Analyst can compute exact figures or generate a pivot table behind the scenes, rather than guessing).
Use Case Focus: Out of the box, Microsoft 365 Copilot has a breadth of capabilities across Word, Excel, PowerPoint, Outlook, Teams, etc., but each in a somewhat scoped way – e.g. helping write, summarise, or create within that app. It is “broad but shallow”. Researcher and Analyst are narrower but much deeper in their domains. If you don’t need multi-step research or advanced data analysis, you might not need to use them and the regular Microsoft 365 Copilot Chat or in app Copilot experience might suffice. But if you do have those needs, these agents provide a level of expertise that feels like a specialist joining your team.
For example, consider interpreting a complex financial report: Standard Copilot in Excel can summarise that report or maybe answer something about it if asked directly, but Analyst could take multiple financial files (ledgers, budgets, forecasts) and do a cross-file analysis, then produce a summary and suggest optimisations – a far more sophisticated outcome.
Interaction Model:Using Researcher/Analyst is a bit like launching a specific mode of Copilot meant for heavy tasks. They’re accessible via the Copilot app’s Agent Store or as pinned which is a different entry point than simply typing to Copilot in Word. This interface guides the user to ask bigger questions (“Help me investigate X” or “Analyse Y data for Z”) rather than the smaller in-app prompts. The agents also tend to show their working process (especially Analyst showing its code or reasoning steps), whereas standard Copilot just delivers the end answer in a friendly tone. This transparency is great for users who want to trust the results – you can literally see how Analyst arrived at an answer, step by step.
Analyst vs. Copilot for Finance – What’s the Difference?
With the introduction of the Analyst agent, you might also hear about Microsoft 365 Copilot for Finance – another AI offering that targets data and analytics, but specifically for finance professionals. It’s important to clarify how the Analyst agent and Copilot for Finance differ, because their names might seem related. In fact, they serve different needs:
Microsoft 365 Copilot for Finance (formerly introduced simply as “Copilot for Finance”, now in preview) is a role-based Copilot experience tailored for finance departments. This was announced in early 2024 as a way to “transform modern finance” by bringing generative AI into the daily workflows of finance teams. Unlike the Analyst agent – which any user with Copilot can use for various kinds of data analysis – Copilot for Finance is a separate add-on Copilot designed to integrate deeply with financial systems and processes. It essentially combines Microsoft 365 Copilot with a specialized finance agent and connectors to your financial data.
From what I have managed to assess these are the main differences between the Analyst agent and Microsoft 365 Copilot for Finance:
Aspect
Analyst Agent (Microsoft 365 Copilot )
Microsoft 365 Copilot for Finance
Purpose & Domain
General-purpose data analysis for any domain or department. Helps users analyse spreadsheets, databases, or other data to get insights.
Designed to work across certified and connected systems such as Microsoft 365 Dynamics, Salesforce and some others
Integration and Data
Works on provided or accessible data in Microsoft 365 (e.g. Excel files, CSVs, SharePoint data). No built-in direct connection to ERP systems – user typically uploads data or points to files for analysis
Connected to enterprise financial systems and data sources. Draws context from ERP systems (like D365 Finance & SAP) and the Microsoft Graph . Integrates in real-time with live finance data, assuming connectors are set up. Optimised for D365 Finance (seamless data access). Can connect other systems via custom or pre-built connectors).
Features and Skills
Uses chain-of-thought AI reasoning and Python code execution to perform analytics. Ideal for ad-hoc data analysis: e.g. combining sales data with customer data to find trends, identifying anomalies in operational data, generating charts from raw data. Acts as AI data analyst for any project.
Uses AI to streamline finance-specific processes and provide insights within finance workflows. For example, can automate variance analysis in Excel, perform reconciliations between systems, generate reports, summaries, and even draft emails for collections with relevant account info. Understands accounting principles and the company’s financial data.
User Experience
Accessed through the Copilot app as one of the agents (no special deployment beyond having Microsoft 365 Copilot license). The user asks questions or tasks in natural language and often provides the data files to analyze. The output is an interactive analysis in Copilot chat with optional visuals and code transparency.
Integrated into the tools finance teams use: primarily Excel, Outlook, and Teams in the context of finance work. For example, in Excel a finance user might invoke Copilot for Finance to run a budget vs. actual report or find anomalies in ledger data. In Outlook, it can summarise a customer’s account status from ERP data to help a collections officer. Works in flow of existing finance tasks, bringing AI where needed.
Availability & Pricing
Included as part of the Microsoft 365 Copilot (the Analyst agent is available to any user who has Copilot enabled). General Availability as of mid-2025. Usage is capped at 25 queries/month for heavy reasoning tasks.
Available as add-on to Copilot targeted at enterprises. Paid offering for organisations that use Microsoft 365 and want AI assistance in finance for supported systems like D365.
Dependencies on Microsoft Dynamics
Not dependent on Dynamics 365 – Analyst can analyse any data you give it. If your financial data is in Excel exports from SAP or Oracle, Analyst can still work with those exports, but it won’t directly pull from those systems on its own.
Deeply integrates with D365 Finance & Operations. Designed to plug into D365 modules so can act within that ecosystem (e.g., directly reading transaction data, posting results back). Through “connectors”, it can interface with other ERP or CRM systems too. Advantage is native use with D365 – without manual data exporting or integrations
To put it simply, the Analyst agent is like an AI data expert you can use for virtually any type of analysis by feeding it data, whereas Copilot for Finance is a comprehensive AI-powered solution built into Microsoft’s ecosystem to assist with a company’s financial operations in real-time. They might overlap in the sense that both can do things like variance analysis or finding trends in financial figures, but the context is different: Analyst would do it when you ask and give it the data (say, a couple of Excel files containing financial info), while Copilot for Finance would do it as part of your normal finance workflow, already knowing where the data is (in your ERP and Excel models) and proactively helping you in that domain.
Does Copilot for Finance only work with Dynamics 365?
No. Copilot for Finance is not limited to Dynamics 365, though that’s a primary integration. It brings together Microsoft 365 Copilot with a finance-focused agent that connects to your existing financial data sources including ERP systems like Dynamics 365 and SAP. So if your company runs SAP for finance, Copilot for Finance can use that data as well. Microsoft has built it to be flexible via connectors, because they know not everyone is on Dynamics. That said, organizations using Dynamics 365 Finance get a more seamless experience – Copilot for Finance can sit right inside the D365 Finance interface and offer insights without any data transfer.
In summary, Copilot for Finance is cross-platform in terms of data sources, but tightly integrated with Microsoft’s own finance solutions for maximum benefit. It’s an example of Microsoft creating role-specific Copilots (others being Copilot for Sales, Copilot for Service) that extend the core Copilot capabilities into specialised business functions.
Further Reading and Sources
As well my own experimentation, the following sources were also inferred and read when writing this blog. I did also use Copilot to help tweak the tone and flow.
One of the most frustrating thing about Teams intelligent Recap and Copilot in meetings is in its ability to not understand company acroymns and internal “language” or terms.
Scheduled to rollout in July 2025, tenant administrators will be able to upload a Custom Dictionary through the Microsoft 365 Admin Portal’s Copilot Settings page.
This feature will finally enables organisations to improve transcription accuracy in Copilot and Teams meetings and calls by enabling Microsoft 365 to understand company-specific terminology. This will means that will be able to understand things such as
Industry jargon,
Internal product names and terms
Multilingual terms
This should help ensure conversations are transcribed and interpreted with greater precision.
Why this matters?
Organisations rely on Microsoft Copilot and Teams transcripts for insights, documentation, and knowledge retrieval. However, standard AI transcription can misinterpret niche terms or acronyms, leading to confusion and even sometimes humorous transcriptions.
This new Custom Dictionary feature addresses this by allowing businesses to define key terms their workforce frequently uses.
Real Benefits.
Legal & Compliance Accuracy: Law firms using specialised legal terminology (e.g., “prima facie,” “voir dire”) can ensure precise transcripts without ambiguity.
Enterprise Acronyms & Branding: Technology companies like Cisilion will be able to maintain more accurate documentation of internal project names (e.g., “Project Nebula”) and proprietary solutions.
Global Team Collaboration: Multinational organisations can optimise transcription quality across multiple languages and regional dialects.
Better AI Insights & Search:Copilot will be able to retrieve knowledge more effectively, ensuring summaries, recommendations, and contextual responses align with an organisation’s unique vocabulary.
This update is part of a broader set of Microsoft 365 enhancements including improved accessibility for sign language users in Teams meetings and expanded Copilot capabilities for 1:1 and group calls.
By refining AI-driven language models, Microsoft aims to make workplace collaboration smarter, clearer, and more inclusive.
You can read more and track this features release on the official Microsoft 365 Roadmap.
There’s instructions for enabling and configuring it here.
As March 2025 comes to an end, Microsoft have unveiled several exciting updates across Microsoft 365 Copilot, Copilot Chat, and Copilot Studio.
Copilotannouncementsthis week
1. Updates to Copilot Studio Message Rates
Effective April 2nd, 2025, updated (cheaper) message rates for Copilot Studio will go live. These adjustments cover tenant Microsoft Graph grounding and agent actions (previously known as autonomous actions). The prices of tenant Microsoft Graph grounding and autonomous actions are being reduced from 30 messages and 25 messages to 10 messages and 5 messages respectively, from April 2nd, 2025.
The following table illustrates the differences in the subscription models for the cost of Copilot Studio events.
Copilot Studio feature
Billing rate [non M365 Copilot Licensed users]
Billing rate [M365 Copilot licensed users]
Autonomous triggers1
Classic answer
1 message
No charge
N/A
Generative answer
2 messages
No charge
2 messages
Agent action
5 messages
No charge
5 messages
Tenant graph grounding for messages
10 messages
No charge
10 messages
Agent flow actions per 100 actions
13 messages
13 messages
13 messages
1 - Autonomous triggers refer to events or conditions that automatically initiate an agent to take action, without requiring a user to manually invoke it.
Also coming is Agent flows which allow agent creators to bring Power Automate automation features directly into Copilot Studio to quickly and consistently automate business processes. There will also be new deep reasoning in agents combines reasoning models including Open AI o1 with the ability to access enterprise data to complete complex tasks.
Microsoft are also updating pricing with a new zero-rating for Microsoft 365 Copilot licensed users in Microsoft 365 apps and services, ensuring inclusive, seamless integration and cost-effective use of these tools. This means licensed Microsoft 365 Copilot users will not be charged for using agents in their organisation
2. Rule-Based Workflows in Copilot Studio
From April 2025, Copilot Studio will introduce structured, rule-based workflows for agents. This aims to simplify process automation, enabling users to create efficient, consistent workflows with minimal manual effort. Usage of this functionality will contribute to the Copilot Studio meter, encouraging innovation while maintaining transparency in resource utilisation.
3. Deep Reasoning in Copilot Studio
So this is a big one – Microsoft have made deep reasoning capabilities available in Copilot Studio’s public preview from today. This will empowers users to address complex, decision-intensive tasks by leveraging advanced reasoning algorithms.
Whether it’s managing intricate processes or solving challenging problems, this tool offers remarkable precision and depth in its execution.
4. Two new Deep Reasoning Agents
Microsoft announced two new deep reasoning agents—Researcher and Analyst—as part of an early preview which will also be coming “soon” with previews coming in April before wider rollout.
Researcher Agent: has been designed for content creation and information synthesis, this agent combines OpenAI’s advanced deep research model with Microsoft Copilot’s orchestration. By integrating Copilot Chat’s web and work grounding capabilities, Researcher enables users to brainstorm ideas, generate high-quality content, and analyze data more effectively.
Researcher Agent in Copilot.
Analyst Agent: This is powered by a new reasoning model. the Analyst agent will function as a virtual data scientist and will have the ability to process complex datasets and provide real-time code validation (using Python) and will be able to deliver actionable insights and visually compelling representations of data in minutes.
Microsoft say that these agents will be gradually rolled out to Microsoft 365 Copilot licensed users through the Frontier program, an early access programme for customers to test out early and new Copilot innovations.
At the end of Feb 2025, Microsoft gave Apple Mac users with a brand-new native Copilot (consumer) app experience and now after a feeble Web app version, Windows 11 is finally getting a proper one too.
This latest update brings a fully native Copilot app to Windows, delivering a faster, smoother, and visually enriched interface that aligns perfectly with the Windows 11 design language. Yay.
It also has a keyboard shortcut that lets you hold the Alt + Spacebar keys for two seconds to start chatting to Copilot via voice.
From Web View to Native App
For those who followed the initial rollout, you’ll remember that the original Copilot for Windows was simply a web view of the Microsoft Copilot website. While functional, it left much to be desired in terms of responsiveness and overall polish.
Copilot App – Webapp to Native App
The new Copilot update transforms that experience completely. By leveraging the native app UI framework, Microsoft has infused the app with features that make the experience feel inherently Windows 11 that is also complete with a sidebar for managing chats, elegant mica blur effects, and native context menus and buttons.
This adherence to the native design not only improves aesthetics but also boosts performance and responsiveness.
What’s New in the Copilot for Windows App?
Enhanced User Interface
Native Design Language: The interface now mirrors the sleek, modern aesthetics of Windows 11.
Smooth Interactions: Launching the app is noticeably quicker, and interactions feel seamless thanks to the native integration.
Intelligent Chat Management
Sidebar for Conversations: All your previous chats are saved and easily accessible in a dedicated sidebar.
Instant New Chat: Starting a new conversation is as simple as hitting the new chat button.
Retained and Expanded Functionality
Text and Voice Chat: Continue to interact with Microsoft’s AI assistant using text, or opt for the Copilot Voice for a more dynamic experience.
Customisable Settings: Options include settings to enable or disable launching the app on Windows boot, as well as toggling the alt+spacebar shortcut for quick access.
In short, there’s no real feature changes here – just a native Windows App, ensuring that the native experience makes no compromises on capability and features along with performance and usability improvements of a native app.
First thoughts on the new version
I have to confess—I wasn’t thrilled with the old web view version of Copilot for Windows. It felt like an afterthought compared to its Mac counterpart. This new native experience, however, is a major improvement. The app now inspires confidence in handling everyday AI tasks and is genuinely enjoyable to use.
Getting the new Copilot App
For Windows Insiders excited to explore this update, the latest version (1.25023.107.0) or higher is now available via the Microsoft Store and should update automatically. The app is rolling out in preview across all Insider channels, inviting users to experience this transformative upgrade first-hand.
As a Microsoft product inside another Microsoft product, the evolution from a mere web view app (which should never have been done in my opinion) to a fully fledged native app that looks and feels like a Windows app not only elevates user interaction but also shows that Microsoft is actually serious about integrating AI seamlessly into everyday computing tasks.
The new Copilot for Windows app also has a keyboard shortcut that lets you hold the Alt + Spacebar keys for two seconds to start chatting to Copilot via your voice.
Microsoft want your feedback
Microsoft would like feedback too, which you can do by filing feedback in the Feedback Hub (WIN + F) under Apps > Copilot or directly within the Copilot app by clicking on your profile icon and choosing “Give feedback”.
This feedback shapes the future. Whether we can expect more iterative updates, possibly with additional features and enhancements will only happen based on the Microsoft collects feedback from Insiders.
Conclusion
The leap to a native interface is more than just a cosmetic upgrade—it represents a thoughtful stride toward a more integrated and responsive Windows experience. I’m excited to see how this native Copilot app will further inspire productivity and innovation as it evolves.
What are your thoughts on this updated native app?
In an new update announced on the Microsoft 365 Insider blog this week, Microsoft has announced that Copilot in Excel will soon be able to reference documents in Word, Excel, PowerPoint, and PDF formats jyst like the other officee apps can. This enhancement significantly expands the capabilities of Copilot in Excel, making it a more powerful tool for users.
With this update, you can now ask Copilot to perform tasks such as displaying to-do items in a table or organising emails with columns for the sender and subject line. This feature is particularly useful when you need to combine data from various sources, including public statistics from the web, internal documents, organisational details, or tables from another Excel files or contained in Word docs.
Getting Started with the New Feature
To take advantage of this new functionality, you need to meet the following minimum requirements:
Windows: Build 17729.20000 or later
Mac: Build 24053110 or later
Copilot license
Web search enabled
Stable internet connection
Upcoming Web Version and Limitations
Microsoft has announced that this update will soon be available for the web version of Excel. However, there are some limitations to be aware of. For example, refreshable data imports only work for Excel files with tables stored on SharePoint or OneDrive. Additionally, there is limited support for handling workbook and external data simultaneously.
Recent Updates to Copilot in Excel
Copilot in Excel has received several updates in recent months, further enhancing its functionality. One of my favourite features is the Clean Data feature, which addresses issues such as text and number inconsistencies.
Copilot has been integrated into the Excel start up experience, enabling users to use Copilot to explain what they want to create and receive improvement suggestions.
Looking Ahead: More Features on the Horizon
With Microsoft’s global AI tour taking place in cities around the world, including a stop in the UK on March 5th, we can expect even more exciting features to be announced soon. These updates highlight Microsoft’s commitment to continually improving Copilot and making it an indispensable tool for Excel users.
Stay tuned to my blog for more updates in Copilot and bookmark the Microsoft 365 Road map page.
Finally, it is here – Microsoft 365 Copilot now lets you save your prompts within Copilot for easy re-use later. Yes – this means you no longer need to save your prompts in separate documents or constantly copying and paste them.
When Copilot has completed its response(s), scroll back to your prompt in the chat.
Hover your mouse over the prompt – you’ll see bookmark and link icons appear.
5. Click on the bookmark icon to save the prompt to your library – you can also give it a friendly name to make it easier to find and reuse later.
Accessing Your Saved Prompts
Finding your saved prompts is just as easy.
Click on “View Prompts” above the chat box.
In the prompt library popup window, select “Your Prompts.” where you will be presented with a list of all the prompts you’ve saved.
Click on any saved prompt, and it will automatically paste the text into the chat window, ready for you to use again.
Why this feature matters
The ability to save and easily access prompts directly within Copilot enhances productivity and streamlines your workflow. It’s a small change with a significant impact, making it easier than ever to manage your prompts efficiently.
No more hassle, no more copying and pasting—just seamless, effortless prompt management.
Copilot and Microsoft 365 continues to evolve and add features. The latest feature introduces a seamless method to transform email threads into productive meeting agendas with a single click.
This new feature is designed to streamline the process, ensuring that your meetings are well-organized and productive.
Making Email Conversations more effective
With Microsoft 365 Copilot’s new functionality, Microsoft are making scheduling of meetings from an email (that needs a meeting) super easy.
Copilot can now reason over all related emails within the thread and creates a thorough meeting agenda with a summary of the conversation within the email chain. This captures the main topics and any early decisions, making sure everyone is up to speed and ready to jump in.
Here’s how to use it:
Open an email thread on a topic for which you would like to schedule a meeting from.
Click “Schedule with Copilot” button found in the top menu bar of the email.
Click the “Insert” button to populate the agenda in your invite. You can then edit and tweak the agenda as needed to ensure it suits your needs.
Once done, you’ve used Copilot to create a Meeting and agenda based on the threads and topics in the email chain without having to plough though it yourself. This can help you ensure relevant topics and themes are brought into the agenda.
Why would you want Copilot to do this for you?
We all had email chains that need to be a meeting at somepoint. Copilot takes most of the effort out of this and ensures that you get a meeting agenda that covers the key themes from a email chain. Copilot also attaches a copy of the original email to the meeting invite and helps ensure that the right people are invites. So all you need to do is choose the time for the meeting. This can be a real timesaver for everyone.
Conclusion
By transforming email threads into organised meeting agendas, Microsofft 365 Copilot in (new) Outlook can help ensures that everyone stays informed and meetings run smoothly.
I personally love this new feature which really helps to ensure all themes and concerns are raised as an agenda in the meeting.
Why not give it ago in your next meeting scheduling task.
In a move that perhaps comes as no surprise, Microsoft has revealed a small $3 price increase per use (the first in 12 years) but is including Microsoft 365 Copilot (previously a $20 add on) to these subscriptions, which enables users to leverage Copilot in Office apps without needing a separate Copilot Pro subscription. But there is catch… See later.
I’ve not seen UK pricing as yet, but starting soon, consumers will soon see a new price of $9.99 per month for Microsoft 365 Personal and $12.99 per month for Microsoft 365 Home.
It’s not actually about Copilot through…
Oddly, Microsoft says the price increase is not actually about Copilot inclusion buy it more about aligning the prices with new features that have been added over the years such Microsoft Designer and Clipchamp, both of which have extensive AI capabilities.
Or is it…
Microsoft are offering anyone who’d rather stick to the old plan the option to buy what they new call their “classic sub tier which won’t include Copilot, but just a limited time. This, I believe will be offered as a downgrade option but will only be available for a limited time.
So… If the classic tier doesn’t include Copilot… Is the price hike about Copilot or not.. What do you think?
So what is included for Copilot in Personal and Home subscriptions?
With the introduction of Copilot, Microsoft 365 apps are getting a significant upgrade. Here’s a breakdown of the new features you will get
Word
Here we get Draft and Chat capability in Word. In draft mode you can create/ generate text from within the Copilot pane directly in Word. This works for new and existing documents and also allows your to rewrite taxt, expand on it, condense it and more. Chat mode on the other hand acts as your Word AI assistant. It can summarise and explain text, paragraphs or whole documents, suggest changes and also. Help you discover Word features such as formatting or just help you to learn new features.
PowerPoint
Here we get similar capabilities to Word. Copilot can create, restructure, change and enhance PowerPoint presentations from scratch based on user-provided criteria. It can also analyse existing Word documents (and other uploaded files) and generate a complete presentation from the information contained within it.
Excel
With most people using just a tiny fraction of what Excel can do, Copilot in Excel will help anyone analyse tables, highlight data correlations, suggest and help with new formulas based on your natural written queries, and can also generate insights to help you better reason over tables data and even entire workbooks. It is also really great for helping you format and organise data, create visualisations, and even teach you (or write) formulas for you.
OneNote
One of my favourite apps, Copilot here can assist in drafting ideas, plans, and organising information within your Notebooks. Copilot can also format content and create lists according to your criteria. What’s great is it can also do the woith your hand written notes (for those like me that use OneNote on my tablet). I find it great for handwritten meeting notes or interviews in that Copilot can then write my notes up professionally for me!
Outlook
Load of useful abilities for Copilot here in Outlook and one I think most people will use alot. Copilot in Outlook can summarise emails from friends, family, and colleagues which is nice for long email chains you have just been forwarded!
It’s also great for helping you to draftnand write an ew email or response to an email based on specific tones, lengths, and formats you set.It can also help coach you by reviewing what you have written and suggesting changes.
Copilot can pull information from other emails to provide context in threads, making it useful for managing multiple email chains.
What about Copilot Pro?
Despite the price increase, Microsoft is limiting Copilot usage under the Home and Personal subscriptions through monthly AI credits which are automatically applied to your account and reset each month (think mobile data tarrifs). They have not yet shared (that I have seen anyway) how many AI credits will be given each month.
Microsoft also offers Copilot Pro which is currently $20 /£19 a month which brings the same features as above but gives unlimited access to Copilot in Office, plus what they call boosts for image creation in tools like Designer.
I’m hoping this also gets a price reduction as it suddenly seems quite pricey for the additional capacity rather than entire features.
Conclusion.. Yes please!
To me I can’t wait to see this come to Family accounts because for me today, if I want Copilot Pro in Office for all 4 members of my family, I need to pay $80 a Month! This makes is so much more affordable and a no brainier.. bringing AI tools to its 84 millions consumer users and at a much more digestable price that with Copilot Pro.
As we all get back into the flow of work following the Christmas and New Year break, Microsoft continue to announce new features for Microsoft 365 Copilot.
Microsoft 365 Copilot has been available to “everyone” to buy and use now for a year now and it’ actually hard to conceive that it only actually ben 12 months! That said, I know hundreds of organisations that are using it every day and getting a great experience from it. I also know others (and people in my own organisation that have a bit more of a “hmmmmm and it’s ok” mindset to Copilot.
As I head back into my first full week at work with Copilot at my side, it’s worth looking at just how far it has come. From taking notes and summarising content, helping me catch up things I have missed (or forgotten) and evening being my companion to help me thrash out ideas, explain things, get a different opinion – Copilot is by my side.
Copilot is like that tireless colleague who’s always ready to lend a hand, doesn’t get tired, doesn’t take a lunch a break and doesn’t need to pop out for a coffee when I need it! I often describe Copilot as a drunk intern, in that it adds huge amounts of value to my day, but it doesn’t solve every work problem, nor can it assist with every task. It can’t make decisions for me, do my executive reports, remember to do things for me (there’s other tools for that) and can’t actually do my job for me. Microsoft 365 Copilot is a tool, a powerful tool, but like any tool, its effectiveness hinges on how you use it and more importantly how you don’t!
Having helped many customers and seen the results it can have, as well as my own experience of integrating Copilot into my daily work (and personal online life) routine, it takes time. It not as simple as allocating a licensing and clicking the Copilot button. Good adoption and useful results require practice (lots), sharing what works, and an understanding of its capabilities and limitations. In this blog. I share a few little tips we have learned on the way, coupled with some tips to see value every day.
1. Results may not be instant – Practice makes perfect
You may hear people say “it is rubbish” or “it didn’t do what I thought”, or “Copilot can’t help me in my job”.
This is sometimes true, but nearly all of the time, it is simply not! Copilot can certainly help you brainstorm ideas, answer questions, explain content and even get a third person review on something you have created, but it it is not going to transform you into a master mathematician, coder, web designer or salesman overnight.
Like learning a new musical instrument (my son is learning the trumpet at the moment) or a language, it takes time (and patience) to get the hand of pretty much any tool.
Success comes (and I see it every day) by embrace the learning curve, trying new things and giving yourself room to grow alongside this technology which is constantly evolving and improving. Working with Generative AI is a totally different way of working with technology so give yourself time to work with it. There is no AI Natives (yet!).
2. Don’t get fired – Copilot for everyone but not for everything!
Think of Copilot as your co-pilot, not as the captain of your work. Copilot is there to assist you in what you do but not to take over. While it might draft a great email or executive summary, help you expand on a point or explain something, only you (as the Pilot) can ensure it aligns with your objectives and ask and that what it produces resonates with your audience.
Remember you are accountable for what Copilot produces for you – Copilot is the co-pilot. You are always in command. Copilot will remind of this, but do. Check the content, is it what you needed and asked for. Does it seem correct, read well and has it used the right content and context. If Copilot get’s it wrong, its your block on the line not Copilot’s.
Your expertise and personal touch are irreplaceable, and you are still responsible for what it produces. Don’t look silly buy not checking what it produces!
3. Remember you are human – It is not!
The Human Touch is everything. For example, when using Copilot to write or reply to a sensitive email, or when writing a personal response to something, Copilot can absolutely provide you with a solid starting point or provide guidance on how to write it.
We have all read those emails comms that are so obviously written by AI. It’s easy to spot an email from someone you know that has clearly left AI to write for them!
Empathy, nuance, and authenticity and the way in which you communicate is what makes you. It’s important to use what Copilot (or an AI) creates as a draft or a guide and ensure you inject your personality and insights to make your communication truly impactful and truly you.
4. Copilot is not a mind reader – be clear in your asks
Copilot doesn’t inherently understand the nuances of your specific situation, so back to my drunk intern analogy, you need to give it context around what you want your assistant to do.
Copilot can “summarise a report” but won’t know how you would like this summarised, the tone you woudl like, who you are summarising it for and how long you want it unless you tell it. Be explicit about the how you want the output (the goal), the context of what you need, and your expectations for how you want the output to be presented.
Remember the formula for Copilot promoting is G.C.S.E – Goal, Context, Expectations and Source.
5. Don’t leave sensitivity to chance
Microsoft 365 Copilot will adhere to your company identity and access management, respect DLP policies and even understand sensitivity labels if they are used.
Many organisations however do not use these (though are starting too), but regardless, make sure you check that you are not feeding Copilot confidential customer information when creating responses for other customers or sharing internal information that is not supposed to be shared.
People get scared that Copilot may share sensitive information. Since Copilot is the assistant and not the author, you are responsible for checking that the data you have fed it (or referenced) can be used and shared externally.
There are new tools coming to help users better protect privacy and for IT / Sec to control what Copilot accesses, but it’s still “on you”. Remember Copilot can’t get the sack – you can!
6. Copilot will not replace learning but it can help you learn.
Some like to portray that they are an expert over night with AI tools like Copilot. Sure Copilot is great at simplify complex concepts or helping you know how to do something in say Excel or Word. Copilot is also really great at helping you understand seomthing, can explain something complex “as if i am a 10 year old” and so on, but it’s not a substitute for your own learning journey.
That said, I find Copilot is great for helping you to learn something. It can help you “learn” the basics about a topic, put things into different perspectives, and even help map learning paths and helps you find resources. At the end of the day, it is still you that will learn what you are learning, but Copilot is really great at helping you learn in your way…
7. Copilot has an appauling memory
One fo the things Copilot is really bad at (by design currently) uis remembering things. This mean that not only will it not ask you how that report went, or if your customer replied to the email it helped you write.
In fact Copilot cannot (currently) evcen remeber past convrsations or preferences so once you “start a new conversation”, all history of that task you were working are forgotten.
As a tip – I tend to have a couple of chats running in parallel so I can switch between contexts as I need to. ChatGPT now has this capability to imagine* it is only time before this comes to Microsoft 365 Copilot
8. The Roadmap is every changing
The last time I looked, there was 112 new features in development and 18 that are currently “rolling out”. This AI technology is evolving rapidly and Copilot is no exception.
New features and improvements roll out regularly. It’s worth checking on the Microsoft 365 Roadmap from time to time to ensure you stay informed about what is coming. There are also a plethor of blogs like this one, user communities, webinars and formal training to help you stay abreast of the latest innovations and tips.
Knowledge is power – the more you know, the more you can leverage Copilot to your advantage.
9. Integrate Copilot into your daily routine
Consistency is key. Copilot really adds avlue when you use it little and often and when it’s seamlessly woven into your daily workflow. Here are some reaaly simple habits to form:
Start your week with a recap: Use Copilot to remind you of any emails you did not repond to last week from your peers or boss, to prepare you for your upcoming meetings, or to sugegst a date your team (rememeber it knows who works for you) are available for an afternoon off-site.
Start Your Day with Copilot: Use Copilot in the morning to outline your your day, important tasks or get you up-to-date on something. You will soon be able to schedule Copilot to do certain tasks for you.
Catch on and control your meetings: One of Copilot’s hero capabilities is to help ypou catch up on a meeting you missed, take notes for you in a meeting and even help keep the meeting flowing.
Remeber your GCSEs: Before engaging with Copilot, know what the Goal is you are trying to achieve. Give Copilot context on how you wnat it done and ensure it knows what you expect. Clear questions yield better answers.
Share and Collaborate: Encourage your team to adopt Copilot and share tips. Collective learning amplifies benefits.
The true power of Copilot lies in how you incorporate it into your daily routine:
10. Don’t Give up
You may not always get the instant results, don’t give up. Ttry again, ask others what works for them and check out help and guidance. There’s loads.
Stay Curious and ensure you experiment with different prompts and functions. You might discover new ways Copilot can assist you.
Reflect Regularly by taking time to assess how Copilot is impacting your work. Adjust your approach as needed to maximise benefits.
Share your success so other can benefit from what you have learned and what works best for you.
Final Tips
Microsoft 365 Copilot is a remarkable assistant that can amplify your productivity, spark innovation, and even make mundane tasks more manageable. But remember, it’s a tool designed to enhance your capabilities – not replace them. By using it thoughtfully, staying informed about its features, and integrating it into good work habits, you can unlock its full potential.
Technology is a force multiplier, but it’s the human element that truly makes the difference. Copilot offers incredible capabilities, but it’s up to you to wield them effectively. Use it wisely, continue to learn, and keep pushing the boundaries of what’s possible. Your proactive engagement and thoughtful application are what turn a powerful tool into transformative results. So take charge, embrace the technology, and watch how it elevates the work you do every daym, little my little, bit my bit can make a huge difference in a week.
Oh and don’t forget to share your successes with others.
If you are not a fan of PWA (progressive web apps), the Microsoft is bringing good news. Windows Insiders are getting a new version of the Copilot app for Windows 10 and 11 which replaces the web-based application with a new native version.
The old app (or current app if you are not a Windows Insider) is a Progressive Web App which limits some of the Windows control such as quick view that is available in native Windows Apps. recently ChatGPT published their Windows App into the Microsoft Store and this latest update from Microsoft now makes the Copilot a real app too!
With this update, the previous Copilot progressive web app (PWA) is replaced with a native version. After installing the Copilot app update, when you run Copilot, you will see it appear in your system tray.
Microsoft Windows Insider Team
Whilst it’s hard to notice immediately differences, after installing the updated version (1.24112.123.0) Copilot on Windows is now a “proper” app rather than a WebApp.
This also means that Quick View can be used now with Copilot which lets you move the quick view window and resize it to suit your workflow. By default, the Copilot app in Windows uses the RegisterHotKey function and sets Alt + Space keyboard shortcut to open Copilot in Quick View mode which can be used to open and close Copilot’s quick view whenever you need it.
If you need to switch / flip back to the main Copilot app window, then this can be done by clicking the icon at the top left corner of the quick view window.
Devices with the dedicated Copilot key will open the Copilot app up the main window.
One of the concerns I often talk to organisations about, is the fear that Copilot might surface sensitive information that it should not have access to due to IT/Compliance teams not really knowing who has access to what. The phrase “Security through obscurity” is often what we heard being used.
The primary cause of this is the over-permissioning and sharing of files, which is a growing concern for organisations and one of the “blockers” often cited in Copilot Adoption.
The over-sharing problem
The ability to reason over employee data and shared organisational data is one of Microsoft 365 Copilot’s strengths over other Gen AI tools (that need feeding). These responses Copilot gives and the content it creates rely on access to data that the user already has access to across their organisation’s Microsoft 365 environment. And here often lies the problem. If an organisation has low levels of data governance, no data classification and labelling, combined with high levels of over-sharing can create real concerns for IT and Data Compliance teams.
One of the reasons that Copilot often has access to data that it “perhaps” shouldn’t have is not due to security flaw or issue across Copilot or Microsoft 365, but because files or sites have been shared too widely and have no (or the wrong) privacy and sensitivity set. Addressing this is no small task since many organisations will have million of files and tens of thousands of SharePoint and Teams sites.
Organisations and even teams within organisations often operate at various levels of maturity in governing SharePoint data. While some orgaanisations strictly monitor permissions and oversharing of content, others do not. The situation is further complicated because many people, teams and organisations have “legitimate” reasons to share “some” data widely within the organisation. This can mean users in your organisation may make choices that result in the oversharing of SharePoint content. As an example
Users may save critical files in locations accessible to a wider audience than intended.
Users may prefer sharing content with large groups rather than specific individuals.
Users might not pay close attention to permissions when uploading files.
Users may not understand how to use sensitivity labelling (if enabled) to control access.
Services such as Microsoft SharePoint and Microsoft Copilot for Microsoft 365 utilise all data to which individual users have at least View permissions, which might include broadly shared files that the user is unaware of. As a result, users might see these applications as exposing content that was overshared. Oversharing can lead to sensitive information being exposed to unintended recipients. Users, while well intentioned, might not always grasp the implications of their sharing choices. They might overlook permissions or opt for convenience over security.
As a result, it’s important to use the permission models in SharePoint to ensure the right users or groups have the right access to the right content within your organisation. The following sections describe the key steps that administrators can implement to configure their SharePoint permissions model to help prevent data oversharing.
Dealing with Oversharing
The good news is that Microsoft is adding new features to SharePoint and Purview to make it easier to see, understand and control over sharing across Microsoft 365 with a hope to help adoption efforts and wider roll out of Microsoft 365 Copilot. This includes new Data Security Posture Management (DSPM) and enhancements for Data Loss Prevention policies in Microsoft 365 Copilot, and SharePoint Advanced Management. These can help automate site access reviews at scale and add controls to restrict access to sites if they contain highly sensitive information.
Microsoft have also released a blueprint guide for organisations planning to or deploying Copilot. These are nicely tailored to adjust to those with mainly Microsoft 365 E3 and E5 licenses respectively.
These new tools IMO are going to be vital to help organisation understand and address oversharing so they feel more feel confident in their employees adopting AI tools like Microsoft 365 Copilot.
AI is really good at finding information, and it can surface more information than you would have expected. This is why it’s really important to address oversharing. Typically, these issues are a by-product of good collaboration, particularly across Teams, SharePoint sites and OneDrive.
Alex Pozin | Director of Product Marketing | Microsoft
From early 2025, Microsoft will make access to SharePoint Advanced Management (SAM) available at no extra cost to Microsoft 365 Copilot subscriptions. Outside of this, SharePoint premium (which includes SAM ) will be available at a cost of around $3 per user each month.)
New Capabilities in SharePoint Advanced Management
There are also new features for SAM that Microsoft says will provide greater control over access to SharePoint files.
New permission state reports (available now) can identify “overshared” SharePoint sites. The site access review feature can then provide a easy way to ask site owners to review and address permissions.
Restricted Content Discovery – which should start to roll out this month in public preview (December 2024), will allow IT admins to prevent Copilot from searching and processing data in specific sites for content and result generation. This does not prevent direct access to the site meaning that users can access the content directly as normal. This feature builds on the SharePoint Restricted Access Control, which was released last year, and lets IT admins restrict site access to specific sites to just “site owners” only, while also preventing Copilot from indexing and summarising files in these sites.
One of the use cases for this, are for where there are data locations containing information that needs to be contained to a set of people – such as financial reports, M&A planning, amnd other secret stuff. IT need to be confident that these locations and files will not show up in SharePoint searches and will be well out the reach of Copilot or other AI tools, essentially making sure that nobody can accidently or unintentionally be aware of, see or access the content. This is where Restricted Content Discovery comes in – locking down and hiding this information from plain site and from Copilot’s retrieval augmentation and indexing.
New Capabilities in Microsoft Purview
Microsoft are also adding new capabilities in Purview too. Purview is available as standalone or is part of Microsoft 365 E5.
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Microsoft Purview is a centralised hub within Microsoft 365 that helps organisations meet regulatory and compliance requirements. It helps organisations manage their compliance obligations, protect sensitive data, and mitigate risks within their Microsoft 365 environment.
Here, there are new tools to help identify “overshared files” that can be accessed by Copilot. These includes oversharing assessments for Microsoft 365 Copilot in the Data Security Posture Management (DPSM) tool which is now in Public Preview (from December 2024) and can be accessed via the newly revamped Purview portal.
DSPM Portal in Microsoft Purview
The oversharing assessments are designed to highlight data that may present exposure risk by scanning files for sensitive data and identifying data repositories such as SharePoint and Teams sites where access permissions appear to be too wide and broad. The tool will also provide recommendations to admins and site owners for ways to mitigate oversharing risk, such as adding sensitivity labels or restricting access from SharePoint.
For example, DSPM can detect and help you deal with controlling ethical behaviour in AI (example demo environment below). For all the recommendation, Microsoft provides a simple step by step “wizard” to help IT and Compliance add policies.
Microsoft Purview Data Loss Prevention for Microsoft 365 Copilot, also in public preview, enables IT and security admins to create data loss prevention (DLP) policies to exclude certain documents from being processed by Copilot based on a the file or sites sensitivity label. This applies to files held in SharePoint and OneDrive, but can be configured at other levels, such as group, site, and user, to provide more flexibility around who can access what.
Insider Risk Management has also been updated to detect “risky AI usage.” This even includes user prompts that contain sensitive information and attempts by users to access unauthorised sensitive information. What’s key to note here is that this feature is not just limited to Microsoft 365 Copilot and also also covers Copilot Studio, and ChatGPT Enterprise.
Oversharing Blue Prints
I really like this. Microsoft’s new blueprint resource pages on Microsoft Learn provide recommended approaches and guidance for organisations to help them understand, mitigate and manage oversharing during what they define as the three main stages of Microsoft 365 Copilot deployment.
Pilot [Pilot]
Wider Deployment [Deploy at Scale]
Organisational Rollout [Operate]
Microsoft provide two blueprint designs. A “foundational path” and what they call an “optimised path” that uses some of the more Microsoft 365 advanced data security and governance tools found in Microsoft 365 E5 subscriptions.
Is there funding available to help?
It depends – but most likely!
Microsoft have a Cyber Security Investment Program open to select/specialist partners like Cisilion. These provide funded workshops, assessments and proof of value deployments across key Security workloads including Microsoft Purview as well as structured Copilot pilot deployments, vision and value
Organisations should speak to their Microsoft Solutions Partner for more information. You can contact Cisilion here should you need to.
Conclusion
In many of the discussions I and my team at Cisilion have with customers, we see that almost all of the organisations we work still have concerns over data governance in the realm of AI access. Of these most expect Microsoft to help them address these whilst some have already invested in third party tools to help them get a “grip” on their data and sharing.
We have seen a plethora of customers invest/upgrade to high-tier Microsoft 365 plans (including E5 Security and Compliance) or full Microsoft 365 E5 in order to gain access to Microsoft Purview. Some argue these tools should be provided as part of their Copilot investment, so it is great to see Microsoft meeting customers in the middle and at least providing some of these tools as part of this license investment.
The issue is not Copilot per-say, but it is that Copilot with it’s ability to access compnay data is causing more organisations to double down and look at the existing issues they have of too many SharePoint Sites, too much over sharing, orphaned data (data with no owner) inadequate data classification and labeling.
By addressing security and data governance and levering the new tools available, this at least should solve one of the blockers to AI adoption.
The second is Adoption and Change Management – more on that in the next blog post!
