M365 Copilot Field Guide

What each licence tier can see — free vs paid.

Pin a file, email, meeting, or person as a source.

Role · Task · Context · Format — the four-part formula.

Automated recurring prompts — setup, limits, failures.

Persistent workspaces grounded on up to 300 files.

Share Copilot output as a collaborative document.

Before, during, and after — transcript requirements.

Narrated meeting highlights in 8 languages — how to enable, when to use.

In-app Copilot — what each app can and cannot do.

Deploy team-wide agents with no code.

Draft, summarise, coach, prep — every Outlook feature.

Ranks every incoming email High, Normal, or Low using sender signals and up to 15 plain-English rules.

What Copilot saves across conversations, what you control, and what IT manages.

Measure adoption, identify underuse, and see what employees ask Copilot — via the Copilot Dashboard in Viva Insights.

Deep multi-step research across web and org data with cited structured reports.

Upload data files, get charts, trend summaries, and calculations — no formulas.

Live collaborative notes and real-time Q&A during Teams meetings.

Speech-to-speech translation during Teams meetings and calls.

Generate images and visuals from text descriptions for decks and comms.

Five built-in agents for ideation, writing, prompting, skills, and career planning.

Agentic execution layer — describe an outcome, Cowork searches your M365 data and takes action with your explicit approval.

Describe what you want to automate — Workflows builds scheduled summaries, approvals, and Teams notifications from a single sentence.