https://www.solvingmicrosoft365.com/guides/category/copilot New and reviewed Microsoft 365 Copilot guides. Rollout, prompt patterns, agents, and governance. en Solving Microsoft 365 Sun, 13 Sep 2026 08:00:00 GMT https://www.solvingmicrosoft365.com/guides/copilot-in-teams-chat-catch-up https://www.solvingmicrosoft365.com/guides/copilot-in-teams-chat-catch-up#2026-09-13 Sun, 13 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Using Copilot in a Teams chat or channel to catch up on messages you missed, summarise a long thread, and find a decision buried in scroll. https://www.solvingmicrosoft365.com/guides/copilot-in-word-summarize-and-reference-files https://www.solvingmicrosoft365.com/guides/copilot-in-word-summarize-and-reference-files#2026-09-12 Sat, 12 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot in Word summarises a long document and how @-referencing another file pulls its content into a draft, prompt, or rewrite. https://www.solvingmicrosoft365.com/guides/copilot-for-service https://www.solvingmicrosoft365.com/guides/copilot-for-service#2026-09-04 Fri, 04 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Copilot for Service is the role-specific Copilot for customer service teams, integrating with Dynamics 365 Customer Service, Salesforce, and ServiceNow. https://www.solvingmicrosoft365.com/guides/copilot-for-sales https://www.solvingmicrosoft365.com/guides/copilot-for-sales#2026-09-04 Fri, 04 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Copilot for Sales is the role-specific Copilot for sales teams, integrating with Dynamics 365 and Salesforce CRMs. https://www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group https://www.solvingmicrosoft365.com/guides/how-to-enable-microsoft-365-copilot-for-a-pilot-group#2026-09-03 Thu, 03 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How to enable Microsoft 365 Copilot for a pilot group: licence prerequisites, the oversharing check, group-based assignment, Teams settings, what to measure. https://www.solvingmicrosoft365.com/guides/copilot-prompt-gallery-and-prompt-governance https://www.solvingmicrosoft365.com/guides/copilot-prompt-gallery-and-prompt-governance#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot What the Copilot Prompt Gallery (formerly Copilot Lab) is, how saved and shared prompts work, the tenant controls, and a lightweight governance model. https://www.solvingmicrosoft365.com/guides/copilot-notebooks-explained https://www.solvingmicrosoft365.com/guides/copilot-notebooks-explained#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot What a Copilot Notebook is — a persistent, source-grounded workspace — how it differs from Pages, Loop, and OneNote, audio overviews, and where data lives. https://www.solvingmicrosoft365.com/guides/copilot-in-word-rewrite-modes-and-coaching https://www.solvingmicrosoft365.com/guides/copilot-in-word-rewrite-modes-and-coaching#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot The Rewrite options in Copilot in Word — Auto Rewrite, tone variants, Visualize as a Table, Coach — what each is for, where each misfires, and vs Editor. https://www.solvingmicrosoft365.com/guides/copilot-in-word-draft-from-outline-and-references https://www.solvingmicrosoft365.com/guides/copilot-in-word-draft-from-outline-and-references#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Draft with Copilot in Word works: outline to document, grounding on referenced files, what the references cite, and why it is not a research tool. https://www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items https://www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot in Teams meetings works: the transcription dependency, intelligent recap vs in-meeting Copilot, action items, Facilitator, and the policies. https://www.solvingmicrosoft365.com/guides/copilot-in-powerpoint-speaker-notes-and-translation https://www.solvingmicrosoft365.com/guides/copilot-in-powerpoint-speaker-notes-and-translation#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Copilot in PowerPoint for speaker notes, narrative rehearsal, and whole-deck translation: what each produces, where quality breaks, layouts and labels. https://www.solvingmicrosoft365.com/guides/copilot-in-powerpoint-designer-and-brand-templates https://www.solvingmicrosoft365.com/guides/copilot-in-powerpoint-designer-and-brand-templates#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot in PowerPoint decides what a generated deck looks like — Designer, your template, the asset library — and how to stop off-brand slides. https://www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep https://www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Summary by Copilot condenses an Outlook thread, what its citations mean, the Prepare-for-meeting brief, and what each feature reads before you rely on it. https://www.solvingmicrosoft365.com/guides/copilot-in-outlook-reply-drafts-and-coaching https://www.solvingmicrosoft365.com/guides/copilot-in-outlook-reply-drafts-and-coaching#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Draft with Copilot and Coaching by Copilot behave in Outlook: what a reply contains, tone and length controls, mailbox and client requirements. https://www.solvingmicrosoft365.com/guides/copilot-in-onenote https://www.solvingmicrosoft365.com/guides/copilot-in-onenote#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot What Copilot in OneNote does: page and section summaries, drafting, notebook chat, to-do extraction, which clients have it, and where it falls short. https://www.solvingmicrosoft365.com/guides/copilot-in-excel-formulas-tables-and-charts https://www.solvingmicrosoft365.com/guides/copilot-in-excel-formulas-tables-and-charts#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot The formula, table, chart, and PivotTable prompts that reliably work in Copilot in Excel, why tables still matter, and the COPILOT() function. https://www.solvingmicrosoft365.com/guides/copilot-in-excel-advanced-analysis-with-python https://www.solvingmicrosoft365.com/guides/copilot-in-excel-advanced-analysis-with-python#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot What Advanced Analysis in Copilot in Excel does, how it relates to Python in Excel, where the code runs, the compute cost, and the honest limits. https://www.solvingmicrosoft365.com/guides/copilot-grounding-vs-sharepoint-search https://www.solvingmicrosoft365.com/guides/copilot-grounding-vs-sharepoint-search#2026-09-02 Wed, 02 Sep 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Why Copilot finds documents SharePoint search doesn't: the semantic index, how Copilot retrieval differs from Microsoft Search, oversharing, and the controls. https://www.solvingmicrosoft365.com/guides/what-is-microsoft-copilot-for-m365 https://www.solvingmicrosoft365.com/guides/what-is-microsoft-copilot-for-m365#2026-08-31 Mon, 31 Aug 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot What Microsoft 365 Copilot is: what it does in Word, Excel, Outlook, and Teams, how grounding works, what it costs, and what to fix before rollout. https://www.solvingmicrosoft365.com/guides/copilot-agents-and-agent-store-governance https://www.solvingmicrosoft365.com/guides/copilot-agents-and-agent-store-governance#2026-08-31 Mon, 31 Aug 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot What a Copilot agent is, how the Agent Store distributes them, the tenant controls for who can build, share, and install, and where governance falls short. https://www.solvingmicrosoft365.com/guides/restricted-content-discovery-for-copilot https://www.solvingmicrosoft365.com/guides/restricted-content-discovery-for-copilot#2026-08-27 Thu, 27 Aug 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How SharePoint Restricted Content Discovery hides sensitive sites from Microsoft 365 Copilot without breaking access, how it works with labels, and its limits. https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-licensing https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-licensing#2026-08-27 Thu, 27 Aug 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Microsoft 365 Copilot licensing without the marketing: eligible SKUs, how the add-on works, the free and paid Copilot Chat tiers, and the trade-offs. https://www.solvingmicrosoft365.com/guides/copilot-studio-explained https://www.solvingmicrosoft365.com/guides/copilot-studio-explained#2026-08-25 Tue, 25 Aug 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Copilot Studio is Microsoft's low-code platform for building custom Copilots and agents. Here's what it does and where it fits. https://www.solvingmicrosoft365.com/guides/copilot-studio-agent-design https://www.solvingmicrosoft365.com/guides/copilot-studio-agent-design#2026-08-25 Tue, 25 Aug 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Patterns and best practices for building effective Copilot Studio agents — grounding, topics, actions, and rollout. https://www.solvingmicrosoft365.com/guides/teams-app-development-for-copilot https://www.solvingmicrosoft365.com/guides/teams-app-development-for-copilot#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How to build Teams apps that extend Microsoft 365 Copilot — the unified app model, message extensions, and agent extensions. https://www.solvingmicrosoft365.com/guides/microsoft-security-copilot https://www.solvingmicrosoft365.com/guides/microsoft-security-copilot#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Microsoft's AI assistant for security analysts — what it does, where it's embedded, and how it's licensed. https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-rollout-prerequisites https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-rollout-prerequisites#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot What you need to have in place before deploying Microsoft 365 Copilot — identity, data hygiene, labels, and pilot strategy. https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How to run a Copilot pilot that actually generates useful learnings before broader rollout. https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-extensions-and-plugins https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-extensions-and-plugins#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How to extend Microsoft 365 Copilot with your own data and actions — Copilot Studio agents, Graph connectors, and message extensions. https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-data-security https://www.solvingmicrosoft365.com/guides/microsoft-365-copilot-data-security#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Microsoft 365 Copilot handles your tenant's data — what's sent to the model, what's retained, and what compliance covers. https://www.solvingmicrosoft365.com/guides/copilot-use-cases-by-role https://www.solvingmicrosoft365.com/guides/copilot-use-cases-by-role#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Specific Copilot use cases for sales, marketing, HR, finance, engineering, and executive roles. https://www.solvingmicrosoft365.com/guides/copilot-prompt-engineering https://www.solvingmicrosoft365.com/guides/copilot-prompt-engineering#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot Practical guidance for users to get better results from Microsoft 365 Copilot — the patterns that consistently work. https://www.solvingmicrosoft365.com/guides/copilot-pages-and-loop-components https://www.solvingmicrosoft365.com/guides/copilot-pages-and-loop-components#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot Pages and Microsoft Loop turn AI output into editable, shareable, multi-app collaboration surfaces. https://www.solvingmicrosoft365.com/guides/copilot-in-word https://www.solvingmicrosoft365.com/guides/copilot-in-word#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot in Word helps with drafting, rewriting, and summarising — and the patterns that work. https://www.solvingmicrosoft365.com/guides/copilot-in-teams https://www.solvingmicrosoft365.com/guides/copilot-in-teams#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot surfaces in Teams — meeting recap, chat catch-up, in-channel summarisation, and the agent surface. https://www.solvingmicrosoft365.com/guides/copilot-in-powerpoint https://www.solvingmicrosoft365.com/guides/copilot-in-powerpoint#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot in PowerPoint helps with deck generation, restyling, and speaker notes — and where it falls short. https://www.solvingmicrosoft365.com/guides/copilot-in-outlook https://www.solvingmicrosoft365.com/guides/copilot-in-outlook#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot in Outlook drafts and summarises email — and the realistic productivity impact. https://www.solvingmicrosoft365.com/guides/copilot-in-excel https://www.solvingmicrosoft365.com/guides/copilot-in-excel#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot in Excel helps with formulas, analysis, and chart generation — and what it can't yet do. https://www.solvingmicrosoft365.com/guides/copilot-data-access-and-permissions https://www.solvingmicrosoft365.com/guides/copilot-data-access-and-permissions#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot How Copilot decides what content to surface — permissions, sensitivity labels, and the controls that gate access. https://www.solvingmicrosoft365.com/guides/copilot-adoption-playbook https://www.solvingmicrosoft365.com/guides/copilot-adoption-playbook#2026-05-01 Fri, 01 May 2026 08:00:00 GMT Emil Björk Microsoft 365 Copilot A practical adoption framework for Microsoft 365 Copilot — beyond rollout into sustained value delivery.