Artificial intelligence isn’t on its way to the workplace; it’s already here. For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools Microsoft has released in decades.

What is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant built directly into Microsoft 365 applications like Word, Excel, Outlook, PowerPoint, and Teams. Unlike standalone AI tools, Copilot doesn’t live in a separate window or browser tab. It works within your existing workflows, helping you create, summarize, analyze, and communicate more efficiently.

How does Copilot work within Microsoft 365 apps?

Copilot adapts to the app you’re using and the task at hand. A few practical examples:

In Outlook

• Draft emails based on short prompts
• Summarize long email threads
• Adjust tone (more formal, more concise, more friendly)

In Teams

• Generate meeting summaries automatically
• Highlight action items and decisions
• Catch you up on meetings you missed

In Word

• Create first drafts from outlines or notes
• Rewrite content for clarity or tone
• Summarize long documents in seconds

In Excel

• Analyze datasets using natural language
• Identify trends or outliers
• Create charts and summaries without complex formulas

In PowerPoint

• Generate presentations from Word documents
• Create speaker notes automatically
• Refine slide content and visuals
  
  

Productivity & Decision-Making Benefits

Traditional productivity tools still require a lot of manual effort: writing from scratch, searching through files, formatting reports, and capturing meeting notes. Copilot changes that by acting like an assistant across your workflow. Instead of spending time starting tasks, users can spend more time reviewing, refining, and making decisions. Organizations adopting Copilot often see benefits like:

• Less manual effort: Fewer repetitive tasks like note-taking, formatting, and rewriting
• Faster insights: Data analysis and summaries happen in seconds
• Better focus: Teams spend more time reviewing and refining instead of starting from scratch
• Improved consistency: Messaging, reporting, and documentation stay aligned

For leaders and decision-makers, this means quicker access to relevant information and clearer insights without digging through emails or spreadsheets.

Is Copilot secure?

One of the first questions many organizations ask is whether Copilot is secure. Microsoft designed Copilot to operate within the existing Microsoft 365 security framework. That means it respects user permissions, supports compliance policies, and keeps organizational data inside the tenant environment.

Copilot does not give users access to information they wouldn’t normally be able to see, and Microsoft does not use your business data to train public AI models. As with any technology, successful adoption also requires governance and clear guidance around responsible use, user training, and rollout strategy.

Tips for Getting Started

To get the most value out of Copilot:

• Start small: Use it for email drafts, summaries, or meeting recaps first
• Be specific with prompts: Clear instructions lead to better results. Ask Copilot to help you create the best prompt.
• Review before sending: Copilot accelerates work, but humans need to stay in control
• Train users intentionally: Adoption improves when teams understand how and when to use it
• Align with business goals: Focus on workflows that save time or improve outcomes

Like any tool, Copilot delivers the best results when paired with thoughtful processes and change management.

Explore Copilot with Lutz

Microsoft Copilot represents a major shift in how work gets done inside Microsoft 365. It’s not about replacing people, it’s about helping teams work smarter and faster. Our digital transformation services can help you get the most out of Copilot. Contact us to learn more.