This is the Trace Id: 586b4ec95323dbed5e90ba362194df38
A blue and white shade background
ONBOARDING AND LEARNING

A welcome guide to Microsoft 365 Copilot Business

Explore essential onboarding and learning topics designed to help your business get the most out of Microsoft 365 Copilot. Unlock new capabilities, streamline your workflows, and empower your team to work smarter—beginning today.
Get started
Card image alt text
test icon
Meet Copilot

What is Microsoft 365 Copilot?

Copilot is your AI-powered assistant built into Microsoft 365. Work more efficiently by turning natural language prompts into powerful insights and actions.
Open the app Learn more
Card image alt text
Signing in

How to access Copilot

Copilot on MacOS and the Copilot app on Windows require using a Microsoft account, Apple ID, or Google account. Go to m365.cloud.microsoft, and sign in with your work or school account.
Sign in now Create an account
Card image alt text
topic icon
Personalized results

What happens when I sign in?

Signing in allows Copilot to reference your chats, files, emails, and apps to deliver informed responses to your queries.
Get help signing in
Card image alt text
topic icon
Getting started

How do I use Copilot?

Begin by typing what you need in plain language. Copilot works alongside you in your favorite apps, so you can create, edit, and collaborate without leaving your workflow.
Try in Copilot Chat
topic icon
Copilot in Microsoft apps

Which apps include Copilot?

Look for the Copilot icon, typically in the upper right corner of Outlook, Teams, Word, Excel, PowerPoint, and all your other Microsoft apps to start transforming your productivity.
Select an app to try Copilot
topic icon
Copilot installation

How can I install Copilot on a device?

Check if Copilot is already on your device or pinned to the taskbar. If not, go to the app store for your device. Copilot is available in the Microsoft Store, the Apple App Store, and the Google Play Store.
Search your app store
topic icon
Copilot on the web

Use Copilot on any web connected device

Access Copilot using any modern browser. Some features are already included in the Microsoft Edge browser.
Open Copilot in your browser
topic icon
Copilot mobile app

Can I get Copilot on my mobile device?

Copilot is accessible on mobile devices to help you stay productive on the go. Get instant help, catch up on meetings, draft content, and manage tasks from your phone.
Get the Copilot mobile app Learn more
topic icon
Enterprise data protection

Encryption and data isolation

Gain peace of mind knowing that Microsoft helps protect your data with encryption at rest and in transit, rigorous physical security controls, and data isolation between tenants.
Learn about encryption Learn about isolation
topic icon
Control your data

Access controls and policies

Copilot uses controls and policies based on your identity models, permissions, sensitivity labels, retention policies, and administrative settings. These vary depending on your subscription plan.
Learn about sensitivity labels Learn about retention
topic icon
Copyright protection

Protection against AI and copyright risks

Copilot helps safeguard against AI-focused risks, such as harmful content and prompt injections. It also addresses copyright concerns with protected material detection and the Customer Copyright Commitment.
Learn about data protection
topic icon
Data infrastructure

Training foundation models

Security, privacy, and compliance controls in Copilot also apply to Microsoft 365 Copilot Chat. Prompts, responses, and data accessed through Copilot Chat aren't used to train foundation models.
Learn more
Back to RESOURCES - Research reports tab section
Back to tabs
accordion background image
INDUSTRIES AND ROLES

Add value at scale across your business

Explore scenarios to apply even greater opportunities to increase revenue, optimize costs, and help employees to thrive.
See all scenarios
  • Optimize market research, track campaign performance, and create relevant, personalized content at scale.
  • Simplify the collaboration steps to diagnose and respond to customer complaints.
  • Enhance the efficiency, quality, and scale of legal work to deliver broad impact.
  • Tailor pitch materials and offers to optimize your sales pipeline and close more deals.
  • Now in preview—connect to your financial data, surface insights to help reduce costs, and improve accuracy.
Back to tabs
Soft gradient background with smooth wavy layers transitioning from blue to pink.
AGENTS

Discover more about agents

Find and share agents to meet your business needs—dive into the different types of agents, specialized functions, and how to use and deploy them.
Meet agents

Extend Copilot capabilities

Customize Copilot by connecting organizational data to automate business processes with agents.
Learn more
Microsoft-built agents

Discover a smarter way to work

With your Microsoft 365 Copilot subscription, you have access to multiple agents from Microsoft that are built into Copilot or available for you to add.
Learn more
Back to tabs
ADDITIONAL RESOURCES

Get more out of your investments

Tap into resources to help your business deploy Microsoft 365 and Microsoft 365 Copilot.
resources icon
QuickStart wizard

Get help rolling out Copilot

Deploy Microsoft 365 Copilot with a quickstart deployment wizard.
Read the quickstart guide
resources icon
Microsoft Support

Microsoft 365 Copilot help and learning topics

Explore learning resources, training modules, and support options available for Copilot.
Learn more
resources icon
Microsoft Learn

Build and apply skills

Develop skills that open doors to your career. Explore popular training or build a learning plan today.
Learn more
resources icon
Frequently asked questions

Read the Microsoft 365 for business FAQ

Find answers to common questions about Microsoft 365 for business.
Learn more
resources icon
Microsoft Support

Get started with Microsoft 365

Discover topics for setting up your Microsoft 365 apps, managing your subscription and users, and more.
Go to resources
resources icon
FastTrack

Get deployment assistance

Accelerate deployment, onboarding, and data migration with FastTrack.
Learn about FastTrack
resources icon
Stay informed

Get email updates about Copilot

Discover tips, tricks, and the latest insights on Microsoft 365 Copilot and AI—delivered straight to your inbox.
Sign up
resources icon
Microsoft Community

Tap into a community of experts

Access guided assistance and real-world applications from professionals like you.
Connect to my community
Back to RESOURCES - Research reports tab section

Next steps

A woman sitting at a table using a laptop.

Contact us

Learn more about our products, discuss use cases, or get pricing information.
Request a Sales call Chat now
A group of people brainstorming and working together.
Copilot training events

Get live, instructor-led training

Join free training sessions and see expert-led demos about specialized topics in Microsoft 365 Copilot.
Find an event
A woman standing in a stylized interior decor
Microsoft Adoption Customer Hub

Access upcoming and on-demand sessions

Learn what you can achieve with Microsoft solutions through webinars and recorded on-demand sessions.
Register for sessions
Two people sitting at a table with laptops, engaged in a discussion
Viva Learning

Microsoft Copilot Academy employee training

Help your team develop the skills to utilize Copilot effectively with learning paths designed by Microsoft experts.
Get started
A blue and white shade background
ONBOARDING AND LEARNING

A welcome guide to Microsoft 365 Copilot Business

Explore essential onboarding and learning topics designed to help your business get the most out of Microsoft 365 Copilot. Unlock new capabilities, streamline your workflows, and empower your team to work smarter—beginning today.
Get started
Card image alt text
test icon
Meet Copilot

What is Microsoft 365 Copilot?

Copilot is your AI-powered assistant built into Microsoft 365. Work more efficiently by turning natural language prompts into powerful insights and actions.
Open the app Learn more
Card image alt text
Signing in

How to access Copilot

Copilot on MacOS and the Copilot app on Windows require using a Microsoft account, Apple ID, or Google account. Go to m365.cloud.microsoft, and sign in with your work or school account.
Sign in now Create an account
Card image alt text
topic icon
Personalized results

What happens when I sign in?

Signing in allows Copilot to reference your chats, files, emails, and apps to deliver informed responses to your queries.
Get help signing in
Card image alt text
topic icon
Getting started

How do I use Copilot?

Begin by typing what you need in plain language. Copilot works alongside you in your favorite apps, so you can create, edit, and collaborate without leaving your workflow.
Try in Copilot Chat
topic icon
Copilot in Microsoft apps

Which apps include Copilot?

Look for the Copilot icon, typically in the upper right corner of Outlook, Teams, Word, Excel, PowerPoint, and all your other Microsoft apps to start transforming your productivity.
Select an app to try Copilot
topic icon
Copilot installation

How can I install Copilot on a device?

Check if Copilot is already on your device or pinned to the taskbar. If not, go to the app store for your device. Copilot is available in the Microsoft Store, the Apple App Store, and the Google Play Store.
Search your app store
topic icon
Copilot on the web

Use Copilot on any web connected device

Access Copilot using any modern browser. Some features are already included in the Microsoft Edge browser.
Open Copilot in your browser
topic icon
Copilot mobile app

Can I get Copilot on my mobile device?

Copilot is accessible on mobile devices to help you stay productive on the go. Get instant help, catch up on meetings, draft content, and manage tasks from your phone.
Get the Copilot mobile app Learn more
topic icon
Enterprise data protection

Encryption and data isolation

Gain peace of mind knowing that Microsoft helps protect your data with encryption at rest and in transit, rigorous physical security controls, and data isolation between tenants.
Learn about encryption Learn about isolation
topic icon
Control your data

Access controls and policies

Copilot uses controls and policies based on your identity models, permissions, sensitivity labels, retention policies, and administrative settings. These vary depending on your subscription plan.
Learn about sensitivity labels Learn about retention
topic icon
Copyright protection

Protection against AI and copyright risks

Copilot helps safeguard against AI-focused risks, such as harmful content and prompt injections. It also addresses copyright concerns with protected material detection and the Customer Copyright Commitment.
Learn about data protection
topic icon
Data infrastructure

Training foundation models

Security, privacy, and compliance controls in Copilot also apply to Microsoft 365 Copilot Chat. Prompts, responses, and data accessed through Copilot Chat aren't used to train foundation models.
Learn more
Back to RESOURCES - Research reports tab section
Back to tabs
accordion background image
INDUSTRIES AND ROLES

Add value at scale across your business

Explore scenarios to apply even greater opportunities to increase revenue, optimize costs, and help employees to thrive.
See all scenarios
  • Optimize market research, track campaign performance, and create relevant, personalized content at scale.
  • Simplify the collaboration steps to diagnose and respond to customer complaints.
  • Enhance the efficiency, quality, and scale of legal work to deliver broad impact.
  • Tailor pitch materials and offers to optimize your sales pipeline and close more deals.
  • Now in preview—connect to your financial data, surface insights to help reduce costs, and improve accuracy.
Back to tabs
Soft gradient background with smooth wavy layers transitioning from blue to pink.
AGENTS

Discover more about agents

Find and share agents to meet your business needs—dive into the different types of agents, specialized functions, and how to use and deploy them.
Meet agents

Extend Copilot capabilities

Customize Copilot by connecting organizational data to automate business processes with agents.
Learn more
Microsoft-built agents

Discover a smarter way to work

With your Microsoft 365 Copilot subscription, you have access to multiple agents from Microsoft that are built into Copilot or available for you to add.
Learn more
Back to tabs
ADDITIONAL RESOURCES

Get more out of your investments

Tap into resources to help your business deploy Microsoft 365 and Microsoft 365 Copilot.
resources icon
QuickStart wizard

Get help rolling out Copilot

Deploy Microsoft 365 Copilot with a quickstart deployment wizard.
Read the quickstart guide
resources icon
Microsoft Support

Microsoft 365 Copilot help and learning topics

Explore learning resources, training modules, and support options available for Copilot.
Learn more
resources icon
Microsoft Learn

Build and apply skills

Develop skills that open doors to your career. Explore popular training or build a learning plan today.
Learn more
resources icon
Frequently asked questions

Read the Microsoft 365 for business FAQ

Find answers to common questions about Microsoft 365 for business.
Learn more
resources icon
Microsoft Support

Get started with Microsoft 365

Discover topics for setting up your Microsoft 365 apps, managing your subscription and users, and more.
Go to resources
resources icon
FastTrack

Get deployment assistance

Accelerate deployment, onboarding, and data migration with FastTrack.
Learn about FastTrack
resources icon
Stay informed

Get email updates about Copilot

Discover tips, tricks, and the latest insights on Microsoft 365 Copilot and AI—delivered straight to your inbox.
Sign up
resources icon
Microsoft Community

Tap into a community of experts

Access guided assistance and real-world applications from professionals like you.
Connect to my community
Back to RESOURCES - Research reports tab section

Next steps

A woman sitting at a table using a laptop.

Contact us

Learn more about our products, discuss use cases, or get pricing information.
Request a Sales call Chat now
A group of people brainstorming and working together.
Copilot training events

Get live, instructor-led training

Join free training sessions and see expert-led demos about specialized topics in Microsoft 365 Copilot.
Find an event
A woman standing in a stylized interior decor
Microsoft Adoption Customer Hub

Access upcoming and on-demand sessions

Learn what you can achieve with Microsoft solutions through webinars and recorded on-demand sessions.
Register for sessions
Two people sitting at a table with laptops, engaged in a discussion
Viva Learning

Microsoft Copilot Academy employee training

Help your team develop the skills to utilize Copilot effectively with learning paths designed by Microsoft experts.
Get started

Follow Microsoft 365