Top 10 Things to Try First with Microsoft 365 Copilot

Microsoft 365 Copilot is here to revolutionize the way we work, offering intelligent, AI-powered assistance across applications like Word, Excel, Teams, and Outlook.

Whether you’re drafting emails, analyzing complex datasets, or planning your next big project, Copilot adds a level of efficiency and productivity like never before.

If you’re new to Microsoft 365 Copilot, this guide will highlight 10 must-try features to help you unlock its full potential.

Explore Microsoft Copilot’s detailed tutorials here.

What Is Microsoft 365 Copilot?

Microsoft 365 Copilot integrates advanced AI capabilities with familiar Microsoft tools to streamline and enhance your workflow. Think of it as your intelligent assistant—able to summarize meetings, generate presentations, or analyze data in seconds.

Key Benefits of Copilot:

• Simplifies time-consuming tasks like email drafting and data analysis.
• Works across multiple apps like Word, Teams, Excel, and Outlook.
• Provides actionable suggestions and insights to improve decision-making.

Now, let’s explore the top 10 things you should try with Microsoft 365 Copilot.

Getting Started with Copilot

Before you begin, ensure you have Copilot enabled in your Microsoft 365 suite. The feature is available on Windows, web, and mobile, so choose the platform that suits you.

To access Copilot, look for its icon within your Microsoft apps, such as the AI assistant in Word or the summarization feature in Teams.

10 Things to Try First with Microsoft 365 Copilot

1. Draft Emails Faster in Outlook

Hate spending ages perfecting email drafts? Use Copilot to write them for you!

• Simply prompt it with, “Draft an email to [recipient] confirming the meeting date,” and it will generate a polished, professional message.
• Adjust the tone to suit your style—whether formal or casual.

2. Summarise Email Threads

Long email chains can be overwhelming. Ask Copilot in Outlook to summarize key points from a thread, so you never miss an important detail.

• Save hours by quickly catching up on conversations in seconds.

3. Generate Reports in Word

Struggling to write detailed reports? Enter your key points and ask Copilot to expand them into a structured document.

• It’s ideal for creating clear, concise content for proposals or project updates.
• Experiment with formatting and tone to make your reports shine.

4. Analyse Data in Excel

Excel can be complex, but Copilot simplifies everything.

• Use it to detect trends, suggest formulas, or generate charts from raw data.
• For example, ask, “Create a visualization of monthly sales trends,” and watch Copilot do the heavy lifting.

5. Automate Meetings in Teams

Tired of being the note-taker in meetings? Copilot in Teams has you covered.

• It automatically generates meeting summaries, key discussions, and action items.
• Simply ask, “What were the main points discussed in today’s meeting?”

6. Create Stunning PowerPoint Presentations

Transform ideas into fully designed slides with Copilot in PowerPoint.

• Provide a prompt like, “Generate a 10-slide presentation on [topic] with visuals,” and it’s done.
• Use AI design suggestions to make your slides visually compelling.

7. Smart Task Management in To Do and Planner

Turn to Copilot for help organizing your personal and team tasks.

• It will help break down tasks, assign deadlines, or prioritize to-dos based on urgency.
• Stay on top of project timelines with ease.

8. Find Key Information in OneNote

Looking for quick answers buried in your notes? Copilot can retrieve information for you in seconds.

• Ask it to organize or summarize your notes from meetings or documents.
• It can even generate to-do lists from your notes.

9. Enhance Document Formatting

Formatting documents can be painstaking, but Copilot makes it a breeze.

• Use it in Word or Excel to improve structure, readability, and consistency.
• For example, prompt it to adjust font sizes, align bullet points, or add a professional layout.

10. Boost Your Creativity

Feeling stuck? Copilot can help you brainstorm ideas.

• Ask it to suggest campaign taglines, blog post ideas, or even creative strategies.
• Perfect for marketers, writers, or anyone needing a creative nudge!

Best Practices for Using Microsoft 365 Copilot

Getting the most out of Copilot requires a few mindful strategies.

Tips for Success:

• Be Clear with Prompts: The more specific your instructions, the better the results.
• Experiment Freely: Try out different functionalities and refine your use over time.
• Customize Settings: Adjust preferences to fit your unique workflow needs.
• Stay Updated: Microsoft frequently adds new features to Copilot—make sure to explore updates.

Real-World Use Cases

Professionals across industries are already leveraging Microsoft Copilot to maximize productivity.

• Marketing teams use it to generate impactful presentations and content ideas.
• Project managers rely on it to extract insights and automate workflows.
• Data analysts apply its AI capabilities to simplify multi-variable data sets.

Take Your Workflow to the Next Level

Whether you’re drafting emails, managing projects, or brainstorming ideas, Microsoft 365 Copilot brings AI-driven power to your fingertips.

With these top 10 tips, you’re now equipped to explore Copilot’s features and integrate them seamlessly into your daily tasks.

Don’t just stop here—experiment, learn, and keep unlocking new possibilities. Give Microsoft 365 Copilot a try today and transform the way you work!