AI Tool Guide

Microsoft Copilot — The Complete Guide

Microsoft’s AI assistant — built into Windows, Word, Excel, Outlook, Teams, and Edge. Powered by OpenAI’s GPT-4o. The AI for people who live and work in Microsoft 365. History, how it works, what it does, 20 prompts, and full technical depth. Three reading levels. Official sources only.

Copilot Microsoft ~9,600 words Updated April 2026

What is Microsoft Copilot?

Microsoft Copilot is an AI assistant built by Microsoft. It runs inside the tools millions of people already use every day at work — Word, Excel, Outlook, PowerPoint, Teams, and Windows itself. There is also a free version you can use at copilot.microsoft.com without any Microsoft subscription.

Unlike ChatGPT or Claude, which are separate apps you visit, Copilot is woven into the software you use for work. It is there inside your Word document when you are writing a report. It is inside Outlook when you are reading emails. It is inside Teams when you are in a meeting. You do not have to switch to a different application — the AI comes to you.

The simplest way to understand it

If your job involves Microsoft Word, Excel, Outlook, or Teams, Copilot is the AI that sits alongside those tools and helps you use them faster and better. It is the AI for the office.

Who made Copilot?

Copilot was made by Microsoft — the company founded by Bill Gates and Paul Allen in 1975, best known for Windows and the Microsoft Office suite. Microsoft is headquartered in Redmond, Washington, and employs over 200,000 people worldwide.

The AI technology inside Copilot comes from OpenAI — the same company that makes ChatGPT. Microsoft has invested $13 billion in OpenAI and has an exclusive partnership to integrate OpenAI’s models (currently GPT-4o) into Microsoft’s products. In practical terms: when you use Copilot, you are using GPT-4o with Microsoft’s integration layer on top.

The history of Copilot

Microsoft’s AI journey before Copilot

Microsoft had been investing in AI for years before ChatGPT arrived. In 2016, they launched Cortana — a voice assistant designed to compete with Apple’s Siri. Cortana was not a success. Users found it less useful than competitors, and Microsoft gradually wound it down.

More importantly, Microsoft was quietly building a relationship with OpenAI. In 2019, they invested $1 billion. When GPT-3 launched in 2020, Microsoft had early API access. They were watching — and waiting for the right moment.

November 2022: ChatGPT launches, Microsoft accelerates

When ChatGPT launched on 30 November 2022 and became a cultural phenomenon, Microsoft CEO Satya Nadella moved with unusual speed. Within weeks, plans for deep AI integration across Microsoft’s products were accelerating. In January 2023, Microsoft announced an additional $10 billion investment in OpenAI — taking their total to $13 billion.

February 2023: The new Bing

Microsoft launched the “new Bing” in February 2023 — a search engine powered by GPT-4, before GPT-4 had even been publicly released by OpenAI. The integration allowed users to have conversations with a search engine rather than just typing keywords. The launch was dramatic, generating enormous press coverage. It also generated controversy: early users discovered the chatbot could become confrontational, express emotions, and make unsettling statements in long conversations. Microsoft quickly added safeguards.

March 2023: Microsoft 365 Copilot announced

On 16 March 2023, Microsoft announced Copilot for Microsoft 365 — AI built directly into Word, Excel, PowerPoint, Outlook, and Teams. CEO Satya Nadella called it “a new day in productivity.” The vision was striking: AI that could draft documents, analyse spreadsheets, summarise email chains, and take notes in meetings — all within the tools people already used.

November 2023: Copilot launches broadly

After a limited enterprise preview, Microsoft 365 Copilot became generally available in November 2023 at $30 per user per month (on top of existing Microsoft 365 subscriptions). Consumer versions — Copilot in Windows, Copilot in Edge, and the free Copilot web app — were rolled out simultaneously.

The Windows integration was particularly significant: for the first time, AI was built directly into an operating system used by over a billion people. The Copilot key — a dedicated AI button — began appearing on new Windows keyboards.

2024: Copilot+ PCs and on-device AI

In May 2024, Microsoft announced Copilot+ PCs — a new category of Windows computers with dedicated neural processing units (NPUs) capable of running AI models locally. The flagship feature was Recall — a system that continuously screenshots your screen and makes everything you’ve seen searchable. Recall generated significant privacy concerns and was delayed and made opt-in following public backlash.

2025–2026: Copilot agents and deeper integration

Microsoft expands Copilot into “agents” — AI that can take actions across Microsoft 365 on your behalf. Copilot Studio allows organisations to build custom agents. Copilot becomes more deeply embedded in Teams, SharePoint, and Dynamics 365. The distinction between AI assistant and active participant in workflows becomes increasingly blurred.

What Copilot can do — real examples

A manager using Copilot for the first time

“I had a Teams meeting about the quarterly review. I usually spend an hour afterwards writing up notes and action items. With Copilot, I just asked it to summarise the meeting — it gave me a clear summary with the key decisions, the action items, and who is responsible for each one. It took 30 seconds instead of an hour. That alone justifies the subscription for me.”

In Microsoft Word

Open any Word document. Click the Copilot icon in the toolbar. Type what you need — “write a first draft of a project proposal based on these notes” or “improve this paragraph for clarity.” Copilot writes directly into your document.

Word — draft from notes
Here are my rough notes: [paste notes]. Draft a professional [document type — e.g. project proposal, executive summary, report section] based on these notes. Tone: [formal/professional/concise]. Structure it with clear headings. I will edit the draft afterwards.

In Microsoft Excel

Open a spreadsheet. Click the Copilot icon. Ask it to analyse your data, create a chart, write a formula, or identify trends — in plain English.

Excel — data analysis
Analyse this data. What are the key trends? Are there any outliers I should investigate? Create a chart showing [what you want visualised]. Also write a formula that calculates [what you need].

In Microsoft Outlook

Select any email. Ask Copilot to summarise it, draft a reply, or prepare talking points for a response. Copilot reads the thread context and generates relevant, informed replies.

Outlook — draft a reply
Draft a reply to this email. I want to: [describe your main points]. Tone: [professional/warm/firm]. Keep it concise — under 150 words. End with a clear next step.

In Microsoft Teams meetings

Copilot can join your Teams meetings (with permission) and generate real-time summaries, action items, and transcripts. After the meeting, ask it: “What were the key decisions?” or “List all action items with owners.”

Free vs paid

Free
Copilot.microsoft.com

GPT-4o powered. Web browsing. Image generation. No Microsoft 365 required.

Pro — $20/month
Copilot Pro

Priority access, faster responses, Copilot in Word/Excel/PowerPoint/Outlook (personal Microsoft 365).

Enterprise — $30/user/mo
Microsoft 365 Copilot

Full integration across all M365 apps. Copilot in Teams meetings. Enterprise security and compliance.

Source: microsoft.com/copilot — April 2026

Getting the most from Copilot in Microsoft 365

Copilot’s greatest advantage is context-awareness within the Microsoft ecosystem. It can reference documents in your SharePoint, emails in your Outlook, and conversations in your Teams — enabling prompts that no external AI tool could match.

The key difference from other AI tools

You can ask Copilot: “Summarise the emails I received from [person] about [project] this week.” or “Find the latest version of the Q3 report and summarise its key findings.” No external AI can do this — it requires access to your actual Microsoft 365 data.

20 high-value prompts for Microsoft Copilot

1. Word — create a document from scratch
Write a [type of document] about [topic]. Include: an executive summary, [specific sections], and a conclusion with recommended next steps. Tone: [professional/formal]. Length: approximately [word count]. Use headings and bullet points where appropriate.
2. Word — rewrite for a different audience
Rewrite this document for [new audience — e.g. senior executives who need a brief overview / technical engineers who need detail / customers who need plain language]. Keep the key information but adjust the depth, tone, and vocabulary appropriately.
3. Excel — explain what this data means
Look at this data. In plain English: what story does it tell? What are the most important numbers? What is trending up, down, or flat? What questions should I be asking about this data that I haven’t asked yet?
4. Excel — build a formula
I need a formula that [describe what it should calculate in plain English]. The data I’m working with is in columns [describe layout]. Write the formula and explain how it works step by step.
5. PowerPoint — create a presentation
Create a [X]-slide presentation on [topic] for [audience]. Purpose: [inform/persuade/sell/update]. Each slide should have: a clear headline, 3 key points max, and a speaker note suggestion. Slide 1: title. Slide [X]: clear call to action.
6. Outlook — summarise my inbox
Summarise the most important emails I have received in the last [time period]. Focus on: emails requiring a response, decisions that have been made, deadlines mentioned, and anything unusual or urgent. Ignore newsletters and automated notifications.
7. Teams — meeting summary
Summarise this meeting. I need: the key topics discussed, any decisions made and who made them, all action items with the person responsible and deadline, any questions that were raised but not resolved, and the agreed next steps.
8. Teams — catch me up
I missed the last [X] days. Catch me up on this Teams channel/chat. What were the key topics? What decisions were made? What do I need to respond to or act on? What context do I need to be aware of before I re-engage?
9. Across M365 — find information
Find all information related to [project/topic] across my emails, documents, and Teams messages from the last [time period]. Summarise what I know, what decisions have been made, and what is still outstanding.
10. Draft a difficult email
I need to send an email to [recipient] about [sensitive topic — e.g. performance issue, missed deadline, rejected request]. I want to be direct but fair and not damage the relationship. Draft an email that: states the issue clearly, explains the impact, asks for [specific response], and keeps a professional and respectful tone.
11. Build a project tracker in Excel
Create an Excel project tracker for [project name]. It should track: tasks, owner, status, due date, priority, and completion percentage. Include conditional formatting so overdue tasks show in red, on-track in green, and at-risk in amber. Add a summary section at the top showing overall progress.
12. Write a performance review
Help me write a performance review for [role] covering [review period]. Their key achievements were: [list]. Areas for development: [list]. Overall rating: [rating]. Tone: constructive and specific. Avoid vague language. Include specific examples where I have given them. Structure: achievements, areas for growth, overall summary, goals for next period.
13. Analyse a long document
Read this document: [paste or reference file]. Give me: a 3-paragraph executive summary, the 5 most important points, any recommendations or actions suggested, and anything that is unclear, missing, or that I should question.
14. Create meeting agenda
Create an agenda for a [duration] meeting about [topic] with [attendees/roles]. The goals of the meeting are: [list goals]. Include: time allocation for each item, who leads each item, and the intended outcome. Leave time for questions. End with next steps.
15. Copilot web — research with sources
Research [topic] and give me a comprehensive summary. I need to understand: the current situation, the key factors involved, recent developments, and the most important things I should know. Cite your sources so I can verify and read further.
16. Generate an image (Copilot web)
Create an image of [describe the scene, style, mood, and any specific elements]. Style: [photorealistic/illustrated/professional/minimalist]. This will be used for [purpose — presentation/social media/internal document].
17. Translate and localise
Translate this document into [language]. This is not a word-for-word translation — please adapt it naturally for a [nationality] audience while preserving the meaning, tone, and level of formality of the original. Flag any cultural references that may not translate well.
18. Prepare a briefing document
Create a briefing document for [person/role] about [topic]. They need to know: background, current situation, key issues, options available, and recommended action. Length: [X pages]. Format: clear headings, executive summary at top. Tone: [formal/concise/detailed].
19. Build a Copilot agent prompt
You are an AI assistant for [company/team name]. Your role is to help [describe team] with [describe tasks]. You have access to [describe data sources]. Always: [key behaviours]. Never: [key restrictions]. When you don’t know something, say so clearly rather than guessing.
20. Weekly productivity review
Review my activity from the past week across email, documents, and meetings. Summarise: what I accomplished, what is still outstanding, what needs my attention this week, and any deadlines approaching in the next 14 days. Organise by priority.

Technical architecture: Microsoft Copilot Stack

Microsoft’s Copilot for Microsoft 365 is built on what Microsoft calls the Copilot Stack — a layered architecture consisting of: the foundational models (GPT-4o from OpenAI), Microsoft’s cloud infrastructure (Azure OpenAI Service), the Microsoft Graph (the API layer connecting to a user’s Microsoft 365 data), and the application layer (the Copilot UI within each M365 product).

Microsoft Graph — the data layer

The Microsoft Graph is the critical differentiating component. It is an API that provides unified access to data across Microsoft 365 services — emails, calendar events, files, Teams messages, SharePoint content, and user information — subject to the user’s permissions. When Copilot accesses your email or documents, it does so through the Graph, meaning it respects your organisation’s existing permission structure. If you cannot see a document, Copilot cannot access it on your behalf.

Primary source

Microsoft (2023). “How Microsoft 365 Copilot works.” Microsoft Technical Blog. learn.microsoft.com — Copilot Architecture

Azure OpenAI Service

The underlying language model capability in Copilot is delivered through Azure OpenAI Service — Microsoft’s managed deployment of OpenAI’s models (GPT-4o as of April 2026) on Azure infrastructure. This arrangement provides Microsoft with enterprise-grade SLAs, data residency controls, and compliance certifications that the standard OpenAI API does not offer. Customer data processed through Microsoft 365 Copilot is not used to train OpenAI’s foundation models, per Microsoft’s data protection commitments.

Primary source

Microsoft (2024). “Data, Privacy, and Security for Microsoft 365 Copilot.” learn.microsoft.com — Copilot Privacy

Semantic Index

Microsoft 365 Copilot uses a Semantic Index for Enterprise — a vector index built over an organisation’s Microsoft 365 content that enables semantic search (finding relevant content by meaning rather than keyword). When you ask Copilot a question that requires finding relevant documents, it queries the semantic index rather than performing a raw keyword search, producing more relevant retrieval results.

Copilot Studio and custom agents

Copilot Studio (formerly Power Virtual Agents) allows organisations to build custom Copilot agents — AI assistants with specific knowledge bases, personas, and capabilities. These agents can be deployed in Teams, SharePoint, or external websites. They use retrieval-augmented generation (RAG) to ground responses in organisation-specific knowledge bases.

The Copilot API

The Microsoft Copilot SDK and Azure AI Foundry provide developer access to build Copilot-powered applications. The Azure OpenAI API is the primary interface for accessing GPT-4o with Microsoft’s enterprise compliance wrapper.

Azure OpenAI API call (Python)
from openai import AzureOpenAI

client = AzureOpenAI(
    azure_endpoint="https://YOUR-ENDPOINT.openai.azure.com/",
    api_key="your-azure-api-key",
    api_version="2024-02-01"
)

response = client.chat.completions.create(
    model="gpt-4o",  # Your Azure deployment name
    messages=[
        {"role": "system", "content": "You are a helpful assistant."},
        {"role": "user", "content": "Summarise this document: [content]"}
    ]
)

print(response.choices[0].message.content)

Full Azure OpenAI documentation: learn.microsoft.com/azure/ai-services/openai