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Get started with Microsoft 365 Copilot

Microsoft 365 Copilot is an AI assistant for work that boosts productivity and creativity, helping you unlock more value to grow and run your business. Integrated into the apps millions use every day, it combines the power of the most advanced AI models with the web and your business data, offering real-time intelligent assistance and improved collaboration to you and your employees.

Copilot Personas

Discover how Microsoft 365 Copilot delivers value across different roles and industries. 

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Introduction to Copilot Personas
Discover how Microsoft 365 Copilot delivers value across different roles and industries. In this session, we'll explore foundational Copilot skills, the Copilot Scenario Library, and the AI value journey—from individual productivity to organizational impact. Learn how organizations can start, buy, extend, and build AI solutions to unlock increasing levels of value.
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Sales
See how sales teams can use Microsoft 365 Copilot to spend less time on administration and more time with customers. Explore scenarios including meeting preparation, CRM insights, proposal generation, customer engagement, and post-sale follow-up. Learn how Copilot helps improve close rates, customer retention, and revenue growth.
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Finance
Discover how Copilot helps finance teams accelerate analysis, improve forecasting, streamline reporting, and reduce risk. This session covers practical use cases across budgeting, variance analysis, financial operations, and compliance, demonstrating how AI enables faster and more informed decision-making.
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Human Resources
Learn how HR teams can leverage Microsoft 365 Copilot to enhance recruitment, onboarding, employee communications, and policy management. Explore how AI helps improve employee experiences, reduce administrative overhead, and support HR professionals throughout the employee lifecycle.
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Marketing
From campaign planning to content creation, Microsoft 365 Copilot empowers marketing teams to work smarter and faster. Discover how AI can help generate ideas, create compelling content, analyze campaign performance, and improve customer engagement while accelerating time to market.
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Customer Service
Explore how customer service organizations can use Copilot to deliver faster resolutions and more personalized experiences. Learn how AI supports agents with knowledge retrieval, case summaries, customer communications, and insights that improve satisfaction and operational efficiency.
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Legal
Legal teams face increasing pressure to review, summarize, and manage vast amounts of information. In this session, see how Microsoft 365 Copilot can assist with document analysis, contract reviews, research, and drafting activities, helping legal professionals focus on higher-value strategic work while maintaining accuracy and compliance.
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Accessibility
AI has the power to make work more inclusive for everyone. In this final session, discover how Microsoft 365 Copilot supports accessibility through features that enhance communication, productivity, and collaboration, helping individuals with diverse needs work more effectively and confidently.
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Copilot in 30

Drive first-time Copilot wins with a scalable, guided 30-day customer evaluation for SMB’s

Land the right customers

Prove value in 30 days

Convert with intent


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How Copilot can help you in Microsoft 365 apps

Discover how Copilot can help you perform tasks faster in some of the Microsoft 365 apps you use every day. Here are just a few examples of its capabilities.

Business Chat

Quickly catch up on projects

“Summarize emails where I was mentioned.”

Create content by getting data from multiple sources

“Draft a personal email I can send to people in [Role] to call their attention to [Product’s] launch.”

Get quick insights from a sea of content - no matter where the information is

“Teach me about [Concept] in a way a non-technical person could understand.”

Prepare for meetings

“Create a storyboard for a 60-minute keynote where I need to engage a room full of [Audience] about [Topic]; use [File] and [File] as background.”

Copilot in Teams

Catch up on missed meetings in a pinch 

“What were the key points discussed?”

“Draft a summary from last week’s spotlight meeting and include top customer pitch tips.”

Host team brainstorm sessions 

“Start a targeted promotion plan based on our meeting notes.”

Copilot in Word

Draft job descriptions from scratch 

“Generate a job description for a [Role]. Include bullet points from the [Role] core responsibility list.”

Discover and summarize a detailed process document 

“Review this document [File] and summarize all references into bullet points.”

Copilot in Outlook

Draft personalized emails 

“Draft an offer letter to [Name] with a start date of [Date]. Include our benefits information and use a professional tone.”

Discover new sales leads 

“Highlight emails from new senders.”

“Invite [Client] to a meeting to discuss our core offerings. Include three time options.”

Copilot in PowerPoint

Update template slides 

“Update the pitch template slide using the recap from last week’s Teams meeting. Include the client’s logo on the slide.”

Create new slides with existing content 

“Summarize the client’s profile, promotion plans, and taglines and separate into three new slides.”

Business owner/operator

With Copilot in Outlook, business owners start their days catching up on emails, summarizing them, and quickly crafting personalized responses. With Copilot in Word, they can draft project plans while reviewing and crafting compelling visualizations for budgets and project resources in Copilot in Excel. They can also recap meetings using Copilot in Teams to assign and track follow-up tasks for different team members. 

Marketing manager

Copilot in Teams helps marketing managers organize meeting notes of their brainstorm sessions on launching a new market. Copilot in Word drafts a targeted promotion plan based on Copilot-generated Teams meeting notes. Copilot in PowerPoint creates customer profiles and the promotion plan. Copilot in Word helps draft the email and create illustrations. Copilot in Outlook composes the email and attaches the campaign brief.

Customer support representative

Using Copilot in Outlook, support representatives can generate empathetic and professional email responses to customer queries, while Microsoft 365 Copilot can help by finding previous queries and summarizing the most important information in their emails. 

Sales representative

Using Copilot in Outlook, a salesperson finds new leads by surfacing emails from new senders and writes with persuasive language about company offerings. With Copilot, they can reach more potential customer in less time. They can use Outlook data from previous customer emails to then draft a sales presentation faster with Copilot in PowerPoint. Lastly, Copilot in Teams will generate meeting notes for the presentation.

Financial analyst

To analyze a spike in sales, a financial analyst opens Copilot in Excel to analyze past performance of the product and create graphs from the data. Copilot in Loop includes the graphs and data in a shared link through Loop, Outlook, and Teams, while Copilot in Teams facilitates team collaboration and decision-making. Copilot in Outlook finds customer account details like balance statements and invoices and summarizes the data for a financial analyst.

IT manager

Using Copilot in Loop, IT managers who make system changes that impact customer can share tasks with teammates. Using Copilot in Word, they prompt Copilot to summarize customer references in bullet points. And Copilot in Teams summarizes the top points to turn them into a one-pager. Copilot in Outlook drafts an email to share the one-pagers.

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