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Microsoft 365 Copilot with Every App in Your Workday

Teams recaps, Python-powered spreadsheets, instant slide design, and the brand-new Copilot Notebooks & Agent Store—everything you can do today and how to roll it out safely.


Quick facts at a glance


Personal plans

Business tenants

Copilot Pro

€20 / $20 per month

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Microsoft 365 Copilot

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€30 / $30 per user month

Teams Premium add-on

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Adds Intelligent Recap to any Teams licence

Table of contents

  1. Why Copilot inside the apps matters

  2. Microsoft Teams – real-time insight & rich recaps

  3. Excel – from plain-English maths to full Python

  4. PowerPoint – generate, design, stay on brand

  5. Outlook – triage and draft in seconds

  6. Word & OneNote – long-form leverage

  7. Copilot Notebooks & the Agent Store

  8. Roll-out checklist for admins

  9. What’s coming next?


1 | Why Copilot inside the apps matters

  • Embedded context. Copilot operates where the work already lives—cells, slides, chats—so you spend less time switching tools.

  • Security by design. It respects the signed-in user’s permissions; sensitivity labels and Purview DLP still apply.

  • Prompt, refine, repeat. The simple loop Describe → Ask → Refine shortens trial-and-error and surfaces deeper insights with each pass.


2 | Microsoft Teams – real-time insight & rich recaps

What you can ask during a meeting

Voice or typed prompt

Result

“Summarise decisions and next steps so far.”

Bulleted recap with tasks and open questions, built from live transcript and in-meeting chat.

“What questions were asked?”

A Q&A list you can paste straight into the minutes.


After the meeting

  • Intelligent Recap tab on the calendar event shows chapters, AI notes, speaker timeline and assigned tasks.

  • Turn transcription on to unlock the richest summaries; chat alone gives a shorter recap.

Tip for regulated calls – Use meeting-options Exclusions or apply sensitivity labels so Copilot ignores restricted content.

3 | Excel – from plain-English maths to full Python

Everyday boosts

  • Generate a formula. Highlight a range → Copilot » Generate formula → type “total cost per product”.

  • Ask natural questions. “Which region grew fastest quarter-over-quarter?” Copilot scans the sheet—no table formatting required.


Power-user mode: Python in Excel

  1. Ask: “Run a quick clustering analysis and chart the three largest clusters.”

  2. Copilot inserts a new worksheet, writes and executes Python (pandas, scikit-learn, matplotlib).

  3. You get a cleaned dataframe plus a ready-made chart—without leaving Excel.


4 | PowerPoint – generate, design, stay on brand

  • AI Presentation Generator. Paste a paragraph or import a doc; Copilot builds a multi-slide deck complete with images and theme colours.

  • Live design suggestions. Edit a slide title and watch layout ideas appear instantly (Windows, Mac, Web).

  • Image generation. Ask for “a wide hero photo of a solar farm at dawn” and insert the result in one click.

Brand safeguard – Lock your slide-master first; Copilot respects locked templates and won’t overwrite brand fonts or colours.

5 | Outlook – triage and draft in seconds

  • Summarise thread. One click surfaces key points, open questions and snapshots of any attached files.

  • Reply Assist. Highlight an email and request: “Draft a friendly but firm reminder that we need the signed contract.”

  • Meeting artifacts. After a call, the Teams recap (recording, transcript, AI notes, tasks) appears on the calendar entry.


6 | Word & OneNote – long-form leverage

Word

  • Copilot » Summarise offers Brief, Standard, or Detailed modes and now handles documents up to 3 000 pages.

OneNote

  • Select any notebook section → Copilot » Create plan → automatic project plan with tasks, dates and owners. Edits stay live-linked to the notes.


7 | Copilot Notebooks & the Agent Store

Copilot Notebooks

Bundle multiple sources—documents, chats, recordings, web captures—into one workspace. Copilot grounds every answer on that bundle and updates automatically as files change.


Agent Store

A marketplace of multi-step helpers:

Built-in agent

What it does

Researcher

Runs structured desk research with citations.

Analyst

Cleans raw data, performs statistical analysis, returns charts and key findings.

Partner agents

Jira, Monday.com, Miro and more integrate out of the box.

Admins enable, disable and audit agents centrally, with usage dashboards to track ROI.


8 | Roll-out checklist for admins

  1. Choose a licence. Copilot Pro (individual) or Microsoft 365 Copilot (business). Add Teams Premium if you need Intelligent Recap but not the full suite.

  2. Secure the data. Review sensitivity labels, Purview DLP and access controls; Copilot inherits them automatically.

  3. Train on prompts. Teach the Describe → Ask → Refine loop; short lunchtime workshops work well.

  4. Start with a frontier team. Concentrated early adopters develop reusable prompt libraries that spread organically.

  5. Monitor adoption. Use the Copilot Analytics dashboard to track feature usage and measure productivity impact.


9 | What’s coming next?

An internal memo dated 16 May 2025 points to two big announcements expected at Microsoft Build 2025:

  • Tenant Copilot – an organisation-wide “digital twin” that can answer cross-department questions.

  • Agent Factory – low-code tools for building and deploying custom agents at scale.


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