How to use Microsoft 365 Copilot for your business

Copilot in Word: Create polished content in minutes

Whether you’re drafting a newsletter, writing a proposal, or trying to land your next client, Copilot in Word turns ideas into ready-to-send content, no blank-page dread required.¹

You can use it to:

• Draft newsletters, announcements, and blog posts from a simple prompt.
• Transform your notes into polished content in seconds.
• Rewrite long proposals into concise, client-friendly versions.
• Switch tone instantly to professional, friendly, bold, or sales-ready.

Whether you’re running a consulting service, a fitness studio, a bakery, or a small agency, Copilot in Word helps you produce consistent, high-quality content without outsourcing.

Fun Tip:

Try prompting: “Give me five catchy headlines for a product launch email to my customers.” Copilot serves as a built-in brainstorming buddy.

Copilot in Excel: Make smarter decisions from your data

You don’t need to be a financial analyst to understand your numbers anymore. Copilot in Excel helps you track, analyze, and visualize important data so you can make confident business decisions.¹

Try prompting Copilot to:

• “Analyze my revenue this quarter and identify my highest-earning months.”
• “Generate a chart of expenses by category.”
• “Create a summary comparing campaign performance.”
• “Identify trends in customer purchases.”

It’s ideal for:

• Freelancers tracking billable hours
• Shop owners reviewing monthly sales
• Service providers monitoring expenses
• Creators analyzing merch or digital product revenue

Achieve the extraordinary with

Copilot in Microsoft 365

Seamlessly tackle your to-dos and track budgets, projects, and calendars with AI-powered features in Word, Excel, PowerPoint, Outlook, and more.

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Copilot in Outlook: Stay on top of client communication

Client communication is the heartbeat of any small business, but managing inbox overload steals valuable time. Copilot in Outlook helps you stay responsive, organized, and efficient.¹

Use it to:

• Summarize long email threads so you never lose track of project updates or client changes.
• Draft professional replies that sound polished and on-brand.
• Prioritize messages by importance, deadlines, or next steps.
• Turn emails into action items you can actually follow through on.

Whether you’re booking appointments, onboarding clients, or coordinating events, Copilot helps you stay on top of it all, without spending hours glued to your inbox.

Copilot in PowerPoint: Create standout business presentations fast

Every business owner eventually needs a pitch, whether for investors, new clients, partners, workshops, or events. Copilot in PowerPoint helps you create presentations that look polished and professional.¹

You can:

• Generate a pitch deck from a Word doc, outline, or a few bullet points.
• Improve slide storytelling so your message flows naturally.
• Ask for design recommendations to keep your visuals clean and brand-aligned.
• Create speaker notes so you’re always presentation-ready.

It’s perfect for consultants, creators, trainers, coaches, real estate agents, and anyone who needs to make a compelling impression.

Bonus: Bring Copilot to your day job Secure (BYOAI)

A lot of small business owners also work full-time jobs, and need safe, compliant ways to use AI at work. With Microsoft’s secure Bring- –Your- –Own -AI (BYOAI) experience, if your employer doesn’t have a Copilot license you can use the Copilot features from your personal Microsoft 365 subscription on work files, so long as if your employer has multi-account access enabled.

That means:

• You sign into Microsoft 365 apps with both your personal and work accounts.
• Copilot features from your subscription appear directly in your work documents.
• All interactions stay inside your company’s protected Microsoft 365 cloud environment.

It’s a trusted, secure way to bring AI to your workflows, without breaking IT rules or risking data privacy.

Choosing the right Microsoft 365 plan for your business

If you’re running a business of one (or a small team), here’s how to choose:

• Microsoft 365 Premium — Excellent for ambitious business owners who need higher AI usage limits and exclusive Copilot features.²
• Microsoft 365 Personal — Great for solopreneurs who want powerful AI in Word, Excel, Outlook, and PowerPoint.²
• Microsoft 365 Family — A flexible option if you want multiple people to access Microsoft 365 apps (AI only available to the subscription owner).²

Every plan includes essential Microsoft apps plus built-in Copilot capabilities that help you work faster and smarter.

Boost small business productivity with Microsoft 365 Copilot

Running a business is hard enough. With Microsoft 365 Copilot, you gain a partner that helps you draft content, manage finances, communicate clearly, present confidently, and stay a step ahead. Try Copilot in Microsoft 365 today.

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