How to make the most of Microsoft Copilot: everything you need to know
18/11/2025 – Esobit | ICT Team
The complete guide to Microsoft Copilot: how to really get the most out of it at work (2025)
Artificial intelligence is transforming the way we work. Among the most powerful solutions—fully integrated for business use— Microsoft Copilot is now one of the most advanced tools to boost productivity, collaboration, and work quality within Microsoft 365.
In this guide you’ll learn what Microsoft Copilot is, how it works, the most useful features in Word, Excel, Outlook, Teams and PowerPoint, and—most importantly—how to use it effectively through strong prompts and best practices for companies and professionals.
Copilot performs best when you combine proper configuration, well-organized data, and good prompts.
TL;DR
- Copilot is an AI assistant embedded in Microsoft 365 and leverages your business data while respecting permissions.
- It can reduce operational time and automate repetitive work.
- Each app (Word, Excel, Outlook, Teams, PowerPoint) has specific high-impact use cases.
- Governance, content structure, and training are essential to get reliable results.
What is Microsoft Copilot?
Microsoft Copilot is Microsoft’s AI assistant integrated into the apps most used at work: Word, Excel, Outlook, Teams, PowerPoint, OneNote and Windows.
Unlike a simple chatbot, Copilot:
- uses your organization’s data from SharePoint, OneDrive, email and Teams chats—within existing permissions
- understands your work context
- generates content, analysis and tailored automation
- works inside Microsoft 365—no need to switch tools
It’s designed to bring generative AI into everyday operations, acting as a real digital accelerator for organizations.
Why Microsoft Copilot matters for business productivity
Thanks to its ability to analyze documents, emails and business data, Copilot helps you:
- cut operational time by up to 40%
- automate repetitive tasks
- speed up internal and external communication
- improve content quality
- get insights without technical skills
For many companies, Copilot is the first concrete step toward structured adoption of generative AI at work—integrated with Microsoft security and governance.
Microsoft Copilot features: a complete app-by-app guide
1. Microsoft Copilot in Word
Copilot becomes your assistant for professional writing. With Copilot you can:
- create document drafts in seconds
- rewrite text with a more professional tone
- summarize long documents
- generate reports, policies and structured content
- translate while keeping context
“Create a draft commercial proposal based on these key points. Use a professional tone and a clear structure.”
2. Microsoft Copilot in Excel
Copilot helps you analyze data without complex formulas. You can:
- spot trends and anomalies
- create charts automatically
- generate useful insights
- build dynamic dashboards
- turn messy spreadsheets into structured reports
“Analyze this table and generate 3 insights about quarterly performance. Highlight outliers and suggest possible causes.”
3. Microsoft Copilot in Outlook
With built-in AI, Copilot significantly reduces time spent on email:
- writes personalized emails
- rewrites long messages
- generates responses consistent with your style
- summarizes long threads
- suggests next steps
“Write a polite reply to reschedule the meeting to next week, proposing two alternatives.”
4. Microsoft Copilot in Teams
Copilot in Teams is a major advantage for collaboration:
- creates automatic meeting summaries
- identifies decisions, owners and tasks
- generates follow-ups to send to attendees
- turns a long call into an actionable document
“Summarize today’s meeting, list the decisions made, and create an action list with names of owners.”
5. Microsoft Copilot in PowerPoint
Perfect for marketing and internal communications:
- creates presentations from text or a Word document
- suggests layouts, images and transitions
- improves the visual impact of slides
- helps refine tone and content
“Generate a 10-slide presentation based on this document. Use a professional style and a clear structure.”
How to get the most out of Microsoft Copilot: best practices (2025)
1. Write clear, complete prompts
A strong prompt includes:
- role (e.g., “Act as an IT expert…”)
- context
- goal
- style (professional, concise, technical…)
- expected output (list, table, slides…)
More specificity = better results.
2. Organize your business data
Copilot works better when data and documents are structured. Tips:
- use solid information architecture in SharePoint and OneDrive
- review access permissions
- avoid “shared with everyone” folders containing sensitive content
A good setup ensures security, governance, and more accurate results.
3. Train people to use Copilot
The technology is powerful, but it requires practical training on:
- how to write prompts
- how to validate outputs
- how to integrate Copilot into workflows
- what NOT to ask to protect sensitive data
4. Choose the right Copilot version for your organization
In 2025, the key versions include:
- Microsoft Copilot (free) – limited
- Copilot Pro – for individual users
- Copilot for Microsoft 365 – full business version
- Copilot Studio – customization and automations
Copilot delivers real value only if the foundation is solid: correct permissions, structured data, policies, and training.
Ready-to-use prompt examples for Microsoft Copilot
- For project management
- “Create a roadmap to implement a new CRM, including milestones, risks, and roles involved.”
- For marketing & communication
- “Rewrite this text with a more technical tone aimed at IT professionals.”
- For security & compliance
- “Summarize these security policies and create a simplified version for employees.”
Conclusion: Microsoft Copilot is an accelerator for modern work
Microsoft Copilot is not just an AI assistant: it’s an integrated platform that brings AI into daily workflows.
When used correctly—with structured data, secure policies, and well-written prompts—it can:
- increase productivity
- reduce repetitive tasks
- enable faster, better-informed decisions
- improve communication and collaboration
For many organizations, it’s a decisive step toward a more modern, faster, and more efficient way of working.
What do you want to do next?
Frequently asked questions
Is Microsoft Copilot available in all Microsoft 365 licenses?
It depends on the version (free, Pro, or Copilot for Microsoft 365) and the Microsoft 365 licenses your organization already has.
Does Copilot use my business data securely?
Copilot operates within Microsoft 365 permissions and policies. Proper governance and access configuration are essential.
How Esobit can help
- Requirements and process analysis
- Microsoft 365 setup and configuration
- Governance, security and permissions
- Hands-on training on prompts and use cases

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