Introduction to Microsoft Copilot
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Introduction to Microsoft Copilot

Mike TholfsenOctober 20, 202519 min watch19 min video

Understand what Microsoft Copilot is, how it works across Microsoft 365 apps, and how to leverage it for productivity. Covers Copilot in Word, Excel, PowerPoint, Teams, and Outlook.

What is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant embedded across Microsoft 365 applications. Built on GPT-4 and integrated with the Microsoft Graph, Copilot understands your work context — your emails, documents, meetings, and chats — to provide intelligent, personalized assistance.

How Copilot Works

User Prompt → Microsoft Graph (your data) → GPT-4 → Grounded Response

Copilot combines:

  1. Large Language Models (GPT-4) — For understanding and generating text
  2. Microsoft Graph — Your emails, files, calendar, chats, and contacts
  3. Microsoft 365 Apps — Word, Excel, PowerPoint, Teams, Outlook

Copilot in Word

  • Draft documents from scratch using natural language: "Write a project proposal for migrating to Azure cloud"
  • Summarize long documents into key points
  • Rewrite sections to change tone or length
  • Reference files"Write a report based on the Q4-results.xlsx file"

Example Prompts for Word

  • "Summarize this document in 5 bullet points"
  • "Make this section more concise and professional"
  • "Add a section about risk mitigation based on [file]"

Copilot in Excel

  • Analyze data with natural language: "What are the top 5 products by revenue?"
  • Create formulas"Add a column that calculates year-over-year growth"
  • Generate charts"Create a bar chart comparing Q3 vs Q4 sales by region"
  • Highlight insights"What trends or outliers do you see in this data?"

Example Prompts for Excel

  • "Create a pivot table showing sales by region and quarter"
  • "Highlight all cells where revenue decreased more than 10%"
  • "What formula would calculate the running average?"

Copilot in PowerPoint

  • Create presentations from Word documents or prompts
  • Add slides on specific topics
  • Redesign existing slides with better layouts
  • Generate speaker notes for each slide

Example Prompts for PowerPoint

  • "Create a 10-slide presentation about our cloud migration strategy"
  • "Create a presentation from /Q4-Report.docx"
  • "Add an agenda slide at the beginning"

Copilot in Teams

  • Meeting summaries — Get key points, action items, and decisions after meetings
  • Real-time recap — Join late? Ask "What have I missed?"
  • Chat summaries — Catch up on long chat threads
  • Draft messages — Compose replies with the right tone

Copilot in Outlook

  • Draft emails"Write a follow-up email about yesterday's meeting"
  • Summarize threads — Get the gist of long email chains
  • Coaching — Get suggestions to improve tone and clarity
  • Schedule"Find a time that works for everyone this week"

Best Practices for Prompting Copilot

  1. Be specific — Instead of "summarize this", say "summarize the key financial metrics and action items"
  2. Provide context — Reference specific files, people, or timeframes
  3. Iterate — Refine the output: "Make it shorter", "Add more detail about X"
  4. Use role framing — "As a project manager, draft an update email to stakeholders"

Resources

Video: Watch the official Microsoft Copilot introduction on Microsoft's YouTube channel.

Microsoft CopilotMicrosoft 365AI ProductivityGPT-4

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Chapters (5)

  1. 1

    What is Microsoft Copilot?

    Overview of Copilot and its AI foundation

    00:00
  2. 2

    Copilot in Word & PowerPoint

    Generate documents, summaries, and presentations

    04:00
  3. 3

    Copilot in Excel

    Analyze data, create formulas, and generate charts

    8:00
  4. 4

    Copilot in Teams & Outlook

    Meeting summaries, email drafting, and chat assistance

    12:00
  5. 5

    Best Practices for Prompting

    Tips for getting the most out of Copilot

    16:00

About the Author

KH

Mike Tholfsen

Microsoft MVP | AI Engineer

Software & AI Engineer specializing in Microsoft Azure, .NET, and cutting-edge AI technologies.

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