AI & Copilot
How do I use Microsoft Copilot?
Got Copilot but not sure where to start? Here’s the practical, app-by-app guide to actually getting value from it.
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Why Foresight
- Cyber Essentials Plus certified
- Microsoft CSP & Copilot specialists
- We reply within one working hour
- Plain-English, no jargon
Quick answer
Microsoft 365 Copilot is your AI assistant built into the apps you already use — Word, Excel, PowerPoint, Outlook and Teams. To use it you need a Microsoft 365 Copilot licence on top of your Microsoft 365 plan; then you’ll see a Copilot button in each app. You use it by typing a plain-English instruction: “draft a proposal from these notes”, “summarise this email thread”, “analyse this spreadsheet”, “create a slide deck from this document”, or “catch me up on what I missed in Teams”. The clearer your instruction, the better the result.
Where to use it
Copilot, app by app
| App | What to ask Copilot to do |
|---|---|
| Word | Draft, rewrite, summarise or shorten — “write a first draft of a proposal from these notes” |
| Outlook | Summarise long threads and draft replies — “summarise this thread and draft a polite reply” |
| Excel | Analyse data, spot trends, suggest formulas — “what are the top trends in this data?” |
| PowerPoint | Create a deck from a document, or tidy slides — “turn this Word doc into a 10-slide deck” |
| Teams | Catch up on meetings and chats — “recap the meeting and list my action points” |
| Copilot Chat | Ask questions across your work files and emails — securely, over your own data |
Getting good results
How to write a good prompt
Think of it as briefing a capable new colleague. Be specific (what you want, how long, what tone), give context (point it at the document or data), and iterate — ask it to refine, shorten or change the tone. The biggest early wins are nearly always summarising and first drafts.
What you need
And how to get more from it
You need a Microsoft 365 Copilot licence on top of your Microsoft 365 plan. Rolling it out well — with the right licences, a bit of training and the data governance done first — is the difference between Copilot being a gimmick and a genuine time-saver. We help businesses do exactly that, and run hands-on Copilot sessions. See also is Copilot safe for business? and Copilot vs ChatGPT, Claude & Gemini.
FAQs
Common questions
Do I need a licence to use Microsoft Copilot?
Which apps have Copilot?
How do I write a good Copilot prompt?
Can Copilot see all my company data?
What should I use Copilot for first?
Want your team actually using Copilot well?
We handle licensing, a safe rollout and hands-on training so Copilot saves real time. Talk to us about Copilot.