Copilot for Microsoft 365

A whole new way of working with the power of generative AI

Introducing Copilot for Microsoft 365

Elevate creativity, productivity and innovation with Copilot for Microsoft 365 seamlessly integrated across the suite of Microsoft 365 apps.

Copilot collaborates within familiar tools like Microsoft Teams, Word, Excel, PowerPoint, Outlook, Dynamics and more, unleashing the potential of next-generation AI at your fingertips.

Transform your AI experience within the trusted productivity apps you rely on daily. Copilot for Microsoft 365, powered by extensive language models and fuelled by your data in the Microsoft Graph, converts natural language into a formidable productivity tool.

With real-time access to your business data, Copilot is grounded in both content and context, propelling your efficiency to new heights.

Find out how Copilot can transform you business.

Benefits of Copilot for Microsoft 365

Increased Productivity

Get through the day faster by using Copilot to streamline email management, meeting coordination, key meeting discussion points, collaborative tasks and much more.

Boost your ROI

The powerful productivity tools Copilot provides saves time and enables all areas of your organisation to get more important work done, translating into a strong return on investment.

Increase employee satisfaction

Copilot removes the need to conduct menial tasks such as note taking, writing emails, creating presentations and analysing data, leading to higher employee satisfaction.

How Copilot for Microsoft 365 Works


Copilot for Microsoft 365 introduces an entirely new way of working by turning your words into the most powerful productivity tool on the planet with generative AI.

The magic of Copilot for Microsoft 365 starts with AI and large language models (LLMs), which make up its foundational, underlying intelligence. LLMs generate responses based on prompts that users create. The models are guided by receiving usecase specific information through a process we call grounding.

Copilot for Microsoft 365 is grounded in the Microsoft Graph, which contains all your work content and context, like emails, chats, call transcripts, documents, and more.

The quality and relevance of the responses received from the LLMs improve dramatically when AI reasons over your information from Microsoft Graph. Not only do you get the most useful information, but you also receive it within the flow of your work within the Microsoft 365 apps like Teams, Outlook, Word, PowerPoint, and more.

All of this is made possible along with the data protection that is automatically inherited through your existing Microsoft 365 security, privacy, identity, and compliance policies.



Copilot Readiness Assessment

The assessment is designed to understand your current licensing profile, your collaboration tools, sensitive data handling, and security controls implemented today in your organisation, helping you identify a clear path to deploying Copilot for Microsoft 365.

Find out more

Copilot and Microsoft 365 Apps

Copilot seamlessly integrates into the Microsoft 365 apps you use every day, freeing you up to focus more on the tasks at hand.

Copilot in Word

Generate and edit text in Word documents based on user prompts. Generate rewrite suggestions based on prompted highlighted text.

Copilot in Excel

Format data, create graphs, generate PivotTables, identify trends, and summarise information. Guide users using Excel commands and suggest formulas to investigate questions.

Copilot in Outlook

Draft emails with varying length and tone based on prompts and pull relevant information from other emails. Summarise content from email threads and highlight key comments, action points and outstanding questions.

Copilot in PowerPoint

Create decks from Word documents and Excel spreadsheets or a prompt. Adjust the presentation style, text formatting, and animation timing based on prompts. Add speaker notes and shorten long presentations.

Copilot in Teams

Present information for upcoming meetings, transcribe meetings, and provide debriefs. Summarise discussion and action points.

Copilot in OneNote

Use prompts to draft plans, generate ideas, create lists and organise information.

How Copilot is Transforming the Way We Work

Here are a few examples of how Copilot for Microsoft 365 can be added to employees’ daily routines to help with various tasks and scenarios.





Is Copilot available to businesses of any size? 

Yes, Copilot for Microsoft 365 is now available to businesses of all sizes with no minimum license requirements.

What Microsoft license do I need to use Copilot? 

Copilot for Microsoft 365 is available as an add-on plan with one of the following licensing prerequisites: Microsoft 365 E5, Microsoft 365 E3, Microsoft 365 F1, Microsoft 365 F3, Office 365 E1, Office 365 E3, Office 365 E5, Office 365 F3, Microsoft 365 Business Basic, Microsoft 365 Business Premium, Microsoft 365 Business Standard, Microsoft 365 A5 for faculty*, Microsoft 365 A3 for faculty*, Office 365 A5 for faculty*, Office 365 A3 for faculty*

*Available via Enrollment for Education Solutions (EES) or Cloud Solution Providers only.

Additional Copilot requirements. 

What are the next steps for my business? 

To ensure your business is prepared for Copilot we recommend you start by completing a Copilot Readiness Assessment from Croft.

What is a Copilot Readiness Assessment

Our Copilot Readiness Assessment will evaluate whether your organisation has all the prerequisites in place to deploy Copilot, and we’ll share recommendations for security and compliance.

Is Copilot secure? 

Copilot is built with foundational security in mind, with Microsoft’s comprehensive approach to security, compliance, privacy, and responsible AI. You can also layer on additional security capabilities to secure access, protect sensitive data, and govern Copilot usage.

Ready to deploy Copilot? Book your Readiness Assessment

Croft's Copilot Readiness Assessment will help you gain valuable insights into your organisation’s preparedness while discovering the vast capabilities that Copilot provides.

Enquire about a role with Croft Today