M365 Copilot Field Guide
19 reference guides for Microsoft 365 Copilot — browser-readable, print-ready, free to view. No account required.
Kesslernity
Published April 2026 · Updated as features change
Decision Map
Not sure which Copilot to use? Start here.
Open guide →Failure Triage
Copilot not working? This table has your answer.
Open guide →IT Deployment Kit
Five methods for distributing guides org-wide — Teams tab, SharePoint, Viva Connections.
Open guide →Chat Data Scope
What each licence tier can see — free vs paid.
Open guide →@ References (Context IQ)
Pin a file, email, meeting, or person as a source.
Open guide →Prompt Hygiene
Role · Task · Context · Format — the four-part formula.
Open guide →Scheduled Prompts
Automated recurring prompts — setup, limits, failures.
Open guide →Copilot Notebooks
Persistent workspaces grounded on up to 300 files.
Open guide →Copilot Pages
Share Copilot output as a collaborative document.
Open guide →Teams Meetings
Before, during, and after — transcript requirements.
Open guide →Word / PowerPoint / Excel
In-app Copilot — what each app can and cannot do.
Open guide →Copilot Studio Agents
Deploy team-wide agents with no code.
Open guide →Copilot in Outlook
Draft, summarise, coach, prep — every Outlook feature.
Open guide →Researcher Agent
Deep multi-step research across web and org data with cited structured reports.
Open guide →Analyst Agent
Upload data files, get charts, trend summaries, and calculations — no formulas.
Open guide →Facilitator Agent
Live collaborative notes and real-time Q&A during Teams meetings.
Open guide →Interpreter Agent
Speech-to-speech translation during Teams meetings and calls.
Open guide →Visual Creator Agent
Generate images and visuals from text descriptions for decks and comms.
Open guide →Coaching Agents
Five built-in agents for ideation, writing, prompting, skills, and career planning.
Open guide →Get the full pack as PDF
All 19 guides as print-ready PDFs — formatted for A4 and US Letter. Download the full pack. No account required.
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