Demystifying Microsoft Copilot Features and Integration with M365 Tools

Integrating Microsoft Copilot AI into Various Microsoft 365 Applications

To maximize the use of Microsoft’s generative AI in your business, it's essential to be familiar with Microsoft Copilot's features.

This is particularly true for businesses aiming for digital transformation to enhance productivity, foster creativity, strengthen cybersecurity, and automate time-consuming processes.

Victrix is the strategic partner for public and private sector organizations in adopting artificial intelligence and leveraging the Microsoft 365 environment. Learn all about Copilot’s extensive features and how to use Copilot to maximize your M365 return on investment.

Introduction to Microsoft Copilot — What Is It?

 

Copilot is Microsoft’s latest innovation in generative artificial intelligence (AI), seamlessly integrated into its suite of productivity tools. Built into Microsoft 365 and its many applications, Copilot leverages large language models (LLMs) to understand context, accelerate content creation, provide insights, automate tasks, and much more.

While a free version is available for everyone, whether individuals or businesses, it comes with limitations. Organizations looking to fully harness the power of Microsoft Copilot features must subscribe to the business premium to benefit from its extensive integrations and capabilities.

Using Generative AI Across Multiple Applications with Microsoft Copilot Features

Copilot in...
Word

Copilot in Word

Do you know how to use Copilot in Word to improve your writing skills? Microsoft reports that 85% of users get their first draft done faster with Copilot. However, the potential of Microsoft’s AI assistant goes far beyond drafting speed. 

Key Features: 

  • Creating concise briefs and accelerating first-draft writing 
  • Providing stylistic and grammatical suggestions 
  • Automatically summarizing lengthy documents 

Copilot in PowerPoint

Microsoft Copilot’s AI features in PowerPoint go far beyond creating visually appealing presentations. 

Key Features: 

  • Slide and content generation based on key points of your presentation 
  • Design and layout suggestions for presentations 
  • Creation of charts and visuals to enhance data visualization

Copilot in Excel

How to use Copilot in Excel to analyze and visualize your data efficiently? Among Microsoft Copilot tools, its integration with Excel is one of the most practical features for streamlining complex workflows. 

Key Features: 

  • Automation of data analysis and visualization 
  • Predictive analysis, trend forecasting, and requesting recommendations for various outcomes 
  • Creation of complex formulas and error-checking 

Copilot in Teams

Using generative AI in Microsoft Teams enhances productivity and strengthens employee collaboration. 

Key Features: 

  • Meeting summaries 
  • Automated note-taking 
  • Action tracking and reminders 

Copilot in Outlook

Activating Copilot in Outlook is an excellent solution for managing communications more efficiently. The AI-powered (Outlook AI) assistant offers many exciting features for organizations. 

Key Features: 

  • Quick catch-up with AI-generated summaries for long email threads and automated response suggestions 
  • Automated meeting scheduling 
  • Email categorization and prioritization 

Custom Copilots in Microsoft Copilot Studio

Looking to automate specific tasks and customize your workflows? Copilot Studio is the tool for customizing copilots and it is included in the Microsoft 365 Copilot license. It allows organizations to personalize and extend Copilot’s capabilities with conversational plugins tailored to their needs.

All of this governed by your internal IT department or with the help of Copilot Studio experts at Victrix.

Key Features: 

  • Provide precise answers regarding data located in other systems or proprietary databases (ERP, customer relationship management software, etc.) 
  • Integrate and customize your specific organizational processes 
  • Deliver personalized automation and accurate AI-driven insights on a variety of topics relevant to your organization 
Benefits of a Copilot AI Assistant for All Your Tasks

Accelerating Productivity: Analyze, Generate, and Automate

One of the key capabilities of generative AI is accelerating information retrieval. Microsoft’s AI assistant quickly examines large volumes of data, summarizes results, and generates comprehensive reports. This is a significant benefit for organizations requiring in-depth research, such as government agencies and large corporations. 

Copilot goes beyond ChatGPT to support research.

By integrating Copilot into your Microsoft 365 applications and other management software, users can: 

  • Analyze complex data in a fraction of the time, including your own data, email threads, instant messages, Word documents, and the web 
  • Automatically reference and cite sources with precision 
  • Reduce catch-up time with AI-generated meeting summaries 
  • Customize Copilot to simplify process automation using Copilot Studio 

Fostering Human Creativity

Microsoft Copilot AI supports and amplifies human creativity through: 

  • The generation of summaries and visually appealing insights from large datasets 
  • A virtual writing assistant that reviews, summarizes, and accelerates various writing processes within your organization 

Strengthening Your Security Posture

Copilot also benefits from the security, compliance, privacy, and identity policies established by your organization within Microsoft 365. Additionally, artificial intelligence enables: 

  • Real-time threat identification and analysis 
  • Automation of security audits and compliance reports 
  • Improved incident response with AI-driven insights 

You retain control of the generated suggestions, and your data stays protected. 

Accelerating Productivity: Analyze, Generate, and Automate

One of the key capabilities of generative AI is accelerating information retrieval. Microsoft’s AI assistant can quickly review large volumes of data, summarize results, and generate comprehensive reports. This represents a major benefit for organizations requiring in-depth research, such as government agencies and large corporations. 

Copilot goes beyond ChatGPT to support research. By integrating Copilot with your Microsoft 365 applications and other management software, users can: 

  • Analyze complex data in a fraction of the time, including your data, email threads, instant messages, Word documents, and the web 
  • Automatically reference and cite sources with precision 
  • Reduce catch-up time with AI-generated meeting summaries 
  • Customize Copilot to simplify process automation using Copilot Studio 

Victrix Accelerates the Implementation and Adoption of Microsoft Copilot Features Within Your Organization

Ensure the success of your Microsoft 365 Copilot implementation with a partner who understands your specific needs. Victrix uses a strategic approach tailored to your organizational needs, challenges, and goals.

Contact us to explore all the benefits your organization can gain with our structured Copilot deployment service.

Deploy Copilot with Victrix